Enerpac Tool Group
EPAC
218 hedge funds and large institutions have $2.57B invested in Enerpac Tool Group in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
6% more funds holding
Funds holding: 205 → 218 (+13)
6% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 82
11% less capital invested
Capital invested by funds: $2.88B → $2.57B (-$303M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
36% less call options, than puts
Call options by funds: $73K | Put options by funds: $114K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$37.6M |
| 2 |
BCM
Bares Capital Management
Austin,
Texas
|
+$25.4M |
| 3 |
Renaissance Technologies
New York
|
+$18M |
| 4 |
CII
CR Intrinsic Investors
Stamford,
Connecticut
|
+$10.6M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$50.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.6M |
| 4 |
Bank of New York Mellon
New York
|
-$23.1M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
226
PEAK6 Group
Chicago,
Illinois
| – | -$303K | -15,600 | Closed |
|
|
VKH
227
Virtu KCG Holdings
New York
| – | -$336K | -8,654 | Closed |
|
|
HIMCH
228
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| – | -$203K | -5,238 | Closed |
|
|
UCFA
229
United Capital Financial Advisors
Irving,
Texas
| – | -$202K | -5,189 | Closed |
|
|
WFM
230
Wilmington Funds Management
Wilmington,
Delaware
| – | -$200K | -5,150 | Closed |
|
|
RNS
231
Robert N. Shapiro
| – | -$56K | -1,430 | Closed |
|
|
HR
232
Howe & Rusling
Rochester,
New York
| – | -$23K | -591 | Closed |
|
233
Creative Planning
Overland Park,
Kansas
| – | -$8K | -215 | Closed |
|
EPAC Hedge Fund Activity: Q4 2013 in Review
218 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2013, worth a combined $2.57B — down 11% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EPAC positions and 15 closed out — a net gain of 14 holders — while 77 added to existing stakes and 82 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $37.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $72.9M.
- 218 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2013, up from 205 in Q3 2013.
- Funds reported $2.57B of Enerpac Tool Group stock for Q4 2013, down 11% quarter-over-quarter.
- 29 funds opened new Enerpac Tool Group positions in Q4 2013 and 15 closed out, a net change of +14 holders.
- The largest Enerpac Tool Group buyer in Q4 2013 was AllianceBernstein, an estimated $37.6M added.
- The largest Enerpac Tool Group seller in Q4 2013 was T. Rowe Price Associates, an estimated $72.9M sold.
Based on aggregated 13F filings for Q4 2013.