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Enerpac Tool Group

244 hedge funds and large institutions have $2.27B invested in Enerpac Tool Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $616K | Put options by funds: $197K

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

4% more funds holding

Funds holding: 234244 (+10)

1.34% more ownership

Funds ownership: 100.06%101.41% (+1.3%)

0% less capital invested

Capital invested by funds: $2.28B → $2.27B (-$9.31M)

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
73
Reduced
81
Closed
42
Calls
$616K
Puts
$197K
Net Calls
+$419K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
226
Russell Investments Group
United Kingdom
$3K -$366 -8 -10%
APW
227
Atlantic Private Wealth
North Carolina
$2.38K
SCM
228
Sterling Capital Management
North Carolina
$2.3K
RIL
229
Rothschild Investment LLC
Illinois
$2.26K +$229 +5 +10%
S
230
SignatureFD
Georgia
$2.14K
PS
231
Principal Securities
Iowa
$2.06K -$824 -18 -26%
GWM
232
Geneos Wealth Management
Colorado
$1.81K +$2.01K +44 New
EWA
233
EverSource Wealth Advisors
Alabama
$1.64K +$1.83K +40 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.52K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$1.03K -$46 -1 -4%
BIA
236
Bell Investment Advisors
California
$987
APW
237
Aventura Private Wealth
Florida
$986 +$1.1K +24 New
MCM
238
MAI Capital Management
Ohio
$863 +$961 +21 New
FFA
239
Farther Finance Advisors
California
$781 -$229 -5 -21%
WA
240
WPG Advisers
Maryland
$699 +$778 +17 New
PA
241
Parallel Advisors
California
$452
LFG
242
Larson Financial Group
Missouri
$329
AWM
243
Abound Wealth Management
Tennessee
$206
Squarepoint
244
Squarepoint
New York
-$3.75M -89,616 Closed
OAM
245
Oberweis Asset Management
Illinois
-$3.24M -77,300 Closed
CSS
246
Cubist Systematic Strategies
Connecticut
-$3.24M -77,255 Closed
LCG
247
Lisanti Capital Growth
New York
-$2.45M -58,525 Closed
TI
248
Trexquant Investment
Connecticut
-$1.73M -41,252 Closed
MAM
249
Martingale Asset Management
Massachusetts
-$1.57M -37,578 Closed
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
-$1.38M -33,040 Closed

EPAC Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2024, worth a combined $2.27B — down 0.41% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPAC positions and 42 closed out — a net gain of 10 holders — while 73 added to existing stakes and 81 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $23.9M. The largest seller was Champlain Investment Partners, cutting an estimated $38.1M.

  • 244 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $2.27B of Enerpac Tool Group stock for Q4 2024, down 0.41% quarter-over-quarter.
  • 52 funds opened new Enerpac Tool Group positions in Q4 2024 and 42 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q4 2024 was GW&K Investment Management, an estimated $23.9M added.
  • The largest Enerpac Tool Group seller in Q4 2024 was Champlain Investment Partners, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2024.