Enpro
160 hedge funds and large institutions have $912M invested in Enpro in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 20 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 49
0.74% less ownership
Funds ownership: 95.03% → 94.29% (-0.74%)
4% less funds holding
Funds holding: 166 → 160 (-6)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
24% less capital invested
Capital invested by funds: $1.2B → $912M (-$290M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
54% less call options, than puts
Call options by funds: $846K | Put options by funds: $1.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$8.61M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$8.09M |
| 3 |
SPC
Silver Point Capital
Greenwich,
Connecticut
|
+$7.48M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.05M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DKCM
Davidson Kempner Capital Management
New York
|
-$26.2M |
| 2 |
GCM
Greywolf Capital Management
Purchase,
New York
|
-$10.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.31M |
| 4 |
Two Sigma Investments
New York
|
-$6.76M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$5.5M |
NPO Hedge Fund Activity: Q2 2016 in Review
160 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Enpro (NPO) for Q2 2016, worth a combined $912M — down 24% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of NPO and 15 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 70 added.
The largest buyer was American Century Companies, adding an estimated $8.61M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $26.2M sold.
- 160 institutional investors held Enpro (NPO) as of Q2 2016, down from 166 in Q1 2016.
- Funds reported $912M of Enpro stock for Q2 2016, down 24% quarter-over-quarter.
- 15 funds opened new Enpro positions in Q2 2016 and 20 closed out, a net change of -5 holders.
- The largest Enpro buyer in Q2 2016 was American Century Companies, an estimated $8.61M added.
- The largest Enpro seller in Q2 2016 was Davidson Kempner Capital Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2016.