Enerpac Tool Group
EPAC
190 hedge funds and large institutions have $1.98B invested in Enerpac Tool Group in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 26 closing their positions.
7% less funds holding
Funds holding: 204 → 190 (-14)
16% less capital invested
Capital invested by funds: $2.36B → $1.98B (-$373M)
17% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 82
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
69% less call options, than puts
Call options by funds: $345K | Put options by funds: $1.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$25.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.4M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$14M |
| 4 |
Pzena Investment Management
New York
|
+$12.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$30.6M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$28.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$21.5M |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$17.3M |
| 5 |
FAM
Fred Alger Management
New York
|
-$13.3M |
EPAC Hedge Fund Activity: Q3 2014 in Review
190 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2014, worth a combined $1.98B — down 16% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of EPAC and 14 opened new positions — a net loss of 12 holders — while 82 trimmed existing stakes and 68 added.
The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $25.6M. The largest seller was AllianceBernstein, cutting an estimated $30.6M.
- 190 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2014, down from 204 in Q2 2014.
- Funds reported $1.98B of Enerpac Tool Group stock for Q3 2014, down 16% quarter-over-quarter.
- 14 funds opened new Enerpac Tool Group positions in Q3 2014 and 26 closed out, a net change of -12 holders.
- The largest Enerpac Tool Group buyer in Q3 2014 was Vulcan Value Partners, an estimated $25.6M added.
- The largest Enerpac Tool Group seller in Q3 2014 was AllianceBernstein, an estimated $30.6M sold.
Based on aggregated 13F filings for Q3 2014.