ENERSYS (ENS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy ENERSYS (ENS) following the 2026 Q1 hedge fund 13F filings?

As of today, ENS has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the XLI sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), ENS gained +42.8% vs +6.2% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

ENERSYS (ENS)

490 + Investors. Track Smart Money conviction in ENS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ENS

Based on 492 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added ENS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

492 hedge funds hold ENS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+121 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

297 buying200 selling

Last quarter: 297 funds were net buyers (110 opened a brand new position + 187 added to an existing one). Only 200 were sellers (150 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~110 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 41 → 48 → 108 → 110. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new

267 out of 492 hedge funds have held ENS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

64 → 41 → 48 → 108 → 110 new funds/Q

New funds entering each quarter: 41 → 48 → 108 → 110. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 10% 1-2yr ■ 27% new

Of 503 current holders: 314 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

57 of 492 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ENS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	490	432	13.43%
13F Shares	35M	37M	-3.52%
Total Value	$5.76B	$5.30B	8.77%
New Positions	108	108	-
Increased Positions	183	130	+53
Closed Positions	50	42	+8
Reduced Positions	149	144	+5
Total Calls	7	9	-22.22%
Total Puts	7	7	-
PUT/CALL Ratio	1.0	0.78	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

490

432

13.43%

13F Shares

35M

37M

-3.52%

Total Value

$5.76B

$5.30B

8.77%

New Positions

108

Increased Positions

183

130

+53

Closed Positions

Reduced Positions

149

144

Total Calls

-22.22%

Total Puts

PUT/CALL Ratio

1.0

0.78

Neutral

Institutional Holders (2026 Q1)

490 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ENS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of ENS — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	NEW SOUTH CAPITAL MANAGEMENT INC	6.54%	785,161	$136.4M
2	Carmel Capital Management L.L.C.	3.66%	73,665	$12.8M
3	SCOPIA CAPITAL MANAGEMENT LP	3.57%	29,956	$5.2M
4	Lightrock Netherlands B.V.	3.20%	154,606	$15.0M
5	PARADIGM CAPITAL MANAGEMENT INC/NY	2.94%	441,900	$76.8M
6	Lumbard & Kellner, LLC	2.66%	44,177	$7.7M
7	Tributary Capital Management, LLC	1.70%	100,854	$17.5M
8	GLOBEFLEX CAPITAL L P	1.49%	56,710	$9.9M
9	Silver Lake Advisory, LLC	1.35%	19,589	$3.4M
10	Hill City Capital, LP	1.18%	190,000	$33.0M
11	Skylands Capital, LLC	1.17%	51,200	$8.9M
12	KENNEDY CAPITAL MANAGEMENT LLC	0.74%	201,401	$35.0M
13	Bright Futures Wealth Management, LLC.	0.74%	6,185	$1.1M
14	EARNEST PARTNERS LLC	0.68%	945,565	$164.3M
15	ALGERT GLOBAL LLC	0.59%	225,306	$39K
16	SEGALL BRYANT & HAMILL, LLC	0.58%	221,040	$35.9M
17	ABLE Financial Group, LLC	0.52%	15,382	$2.7M
18	MIROVA	0.48%	67,438	$11.7M
19	FLORIDA FINANCIAL ADVISORS, LLC	0.46%	11,079	$1.9M
20	denkapparat Operations GmbH	0.44%	6,086	$1.1M
21	Ridge Creek Global, Inc	0.42%	2,830	$492K
22	Informed Momentum Co LLC	0.39%	19,532	$3.4M
23	Convergence Investment Partners, LLC	0.39%	13,546	$2.4M
24	Canal Insurance CO	0.37%	10,000	$2K
25	Spectrum Strategic Capital Management, LLC	0.36%	3,872	$673K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ENERSYS (ENS)

What does the Smart Money Trend signal show for ENS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ENS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ENS?

More buyers than sellers — 60% buying: Last quarter: 297 funds were net buyers (110 opened a brand new position + 187 added to an existing one). Only 200 were sellers (150 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ENS holders?

Elite ownership — 44% AUM from top-100 funds: 57 of 492 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ENS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ENS?

54% of holders stayed for 2+ years: 267 out of 492 hedge funds have held ENS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy ENERSYS (ENS) following the 2026 Q1 hedge fund 13F filings?

As of today, ENS has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the XLI sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), ENS has gained +42.8% vs +6.2% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ENERSYS (ENS)

Smart Money Signals — ENS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~110 new funds per quarter

54% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 62% of holders stayed 2+ years

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — ENS

Hedge Fund Ownership: ENS

Market Analysis: ENS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ENS

Is It Too Late to Buy ENERSYS (ENS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ENS

Statistics: ENS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ENERSYS (ENS)

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