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Enerpac Tool Group

159 hedge funds and large institutions have $1.67B invested in Enerpac Tool Group in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

5% more capital invested

Capital invested by funds: $1.59B → $1.67B (+$77.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 178159 (-19)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

91% less call options, than puts

Call options by funds: $40K | Put options by funds: $450K

Holders
159
Holders Change
-19
Holders Change %
-10.67%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
60
Reduced
55
Closed
28
Calls
$40K
Puts
$450K
Net Calls
-$410K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$12.8M +$10.7K +400 +0.1%
Principal Financial Group
27
Principal Financial Group
Iowa
$12.1M +$461K +17,152 +4%
MPI
28
Mairs & Power Inc
Minnesota
$11.9M +$1.29M +47,900 +12%
Bank of America
29
Bank of America
North Carolina
$11.6M +$1.26M +46,953 +12%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$11.6M +$252K +9,380 +2%
Charles Schwab
31
Charles Schwab
California
$11M +$939K +34,960 +9%
JP Morgan Chase
32
JP Morgan Chase
New York
$10.3M -$2.51M -93,417 -19%
CB
33
Cooke & Bieler
Pennsylvania
$10.1M +$3.59M +133,610 +53%
MLIM
34
Mountain Lake Investment Management
Florida
$9.45M +$94K +3,500 +1%
Wells Fargo
35
Wells Fargo
California
$9.09M -$5.61M -208,913 -38%
ECP
36
Elk Creek Partners
Colorado
$8.6M +$8.77M +326,529 New
Ameriprise
37
Ameriprise
Minnesota
$8.22M +$406K +15,097 +5%
Federated Hermes
38
Federated Hermes
Pennsylvania
$6.86M -$2.6M -96,610 -27%
SI
39
Sapience Investments
California
$5.89M +$2.81M +104,742 +88%
PAMP
40
Polar Asset Management Partners
Ontario, Canada
$5.81M +$5.92M +220,500 New
Comerica Bank
41
Comerica Bank
Texas
$5.56M +$482K +17,936 +10%
Barrow, Hanley, Mewhinney & Strauss
42
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.02M +$169K +6,289 +3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.9M -$145K -5,400 -3%
SFM
44
Systematic Financial Management
New Jersey
$4.44M -$1.24M -46,313 -22%
CC
45
Cipher Capital
New York
$4.39M -$989K -36,821 -18%
TCIM
46
TIAA CREF Investment Management
New York
$4.21M -$310K -11,527 -7%
Invesco
47
Invesco
Georgia
$3.96M -$1.96M -73,105 -33%
First Manhattan
48
First Manhattan
New York
$3.61M -$37.7M -1,402,819 -91%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.41M +$941K +35,016 +37%
GLA
50
Great Lakes Advisors
Illinois
$3.4M -$3.95M -147,185 -53%

EPAC Hedge Fund Activity: Q1 2017 in Review

159 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2017, worth a combined $1.67B — up 4.9% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EPAC and 15 opened new positions — a net loss of 13 holders — while 55 trimmed existing stakes and 60 added.

The largest buyer was BlackRock, adding an estimated $208M. The largest seller was First Manhattan, cutting an estimated $37.7M.

  • 159 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2017, down from 178 in Q4 2016.
  • Funds reported $1.67B of Enerpac Tool Group stock for Q1 2017, up 4.9% quarter-over-quarter.
  • 15 funds opened new Enerpac Tool Group positions in Q1 2017 and 28 closed out, a net change of -13 holders.
  • The largest Enerpac Tool Group buyer in Q1 2017 was BlackRock, an estimated $208M added.
  • The largest Enerpac Tool Group seller in Q1 2017 was First Manhattan, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2017.