We are live on ! Find out more
EPAC icon

Enerpac Tool Group

195 hedge funds and large institutions have $1.68B invested in Enerpac Tool Group in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

3% more funds holding

Funds holding: 190195 (+5)

15% less capital invested

Capital invested by funds: $1.98B → $1.68B (-$303M)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less call options, than puts

Call options by funds: $193K | Put options by funds: $409K

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
49
Reduced
85
Closed
26
Calls
$193K
Puts
$409K
Net Calls
-$216K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$17.7M -$1.08M -36,127 -5%
ACM
27
Atlanta Capital Management
Georgia
$16.6M -$356K -11,924 -2%
Lazard Asset Management
28
Lazard Asset Management
New York
$16.6M -$1.36M -45,658 -7%
ICOM
29
Investment Counselors of Maryland
Maryland
$15.4M -$5.7M -190,934 -25%
SM
30
Stratton Management
Pennsylvania
$14.1M +$67.9K +2,275 +0.4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$14.1M +$735K +24,634 +5%
KAM
32
Keeley Asset Management
Illinois
$14M -$25.9M -868,392 -63%
NIMC
33
NWQ Investment Management Company
California
$12.4M +$3.05M +102,044 +29%
BA
34
BlackRock Advisors
Delaware
$11.9M -$1.18M -39,673 -8%
Boston Partners
35
Boston Partners
Massachusetts
$11.4M -$9.3M -311,538 -43%
GAM
36
Gotham Asset Management
New York
$11.2M +$12.3M +412,805 New
Principal Financial Group
37
Principal Financial Group
Iowa
$11M -$766K -25,684 -6%
MAA
38
Managed Account Advisors
New Jersey
$10.8M +$2.59M +86,931 +28%
Ameriprise
39
Ameriprise
Minnesota
$10.3M -$11.8M -395,262 -51%
LI
40
LMCG Investments
Massachusetts
$9.89M +$310K +10,402 +3%
SAM
41
Sentinel Asset Management
Vermont
$9.66M -$4.71M -157,890 -31%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$9.65M -$643K -21,537 -6%
USAA
43
United Services Automobile Association
Texas
$9.53M +$10.4M +350,000 New
KCM
44
Kennedy Capital Management
Missouri
$9.37M -$258K -8,636 -2%
GLA
45
Great Lakes Advisors
Illinois
$9.35M +$1.76M +58,874 +21%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$8.87M -$2.04M -68,200 -17%
Renaissance Technologies
47
Renaissance Technologies
New York
$8.39M +$9.19M +308,100 New
Deutsche Bank
48
Deutsche Bank
Germany
$7.84M -$4.45M -149,044 -34%
TCIM
49
TIAA CREF Investment Management
New York
$7.8M -$967K -32,392 -10%
TAM
50
Third Avenue Management
New York
$7.03M -$14.4M -481,185 -65%

EPAC Hedge Fund Activity: Q4 2014 in Review

195 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2014, worth a combined $1.68B — down 15% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EPAC positions and 26 closed out — a net gain of 9 holders — while 49 added to existing stakes and 85 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $43.6M. The largest seller was Keeley Asset Management, cutting an estimated $25.9M.

  • 195 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2014, up from 190 in Q3 2014.
  • Funds reported $1.68B of Enerpac Tool Group stock for Q4 2014, down 15% quarter-over-quarter.
  • 35 funds opened new Enerpac Tool Group positions in Q4 2014 and 26 closed out, a net change of +9 holders.
  • The largest Enerpac Tool Group buyer in Q4 2014 was Cambiar Investors, an estimated $43.6M added.
  • The largest Enerpac Tool Group seller in Q4 2014 was Keeley Asset Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2014.