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Enerpac Tool Group

166 hedge funds and large institutions have $1.63B invested in Enerpac Tool Group in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 159166 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.67B → $1.63B (-$36.3M)

100% less call options, than puts

Call options by funds: $7K | Put options by funds: $1.82M

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
77
Reduced
40
Closed
16
Calls
$7K
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$14.2M +$14.8M +575,267 New
Bank of America
27
Bank of America
North Carolina
$12.5M +$1.74M +67,926 +15%
PAMP
28
Polar Asset Management Partners
Ontario, Canada
$12.5M +$7.32M +285,645 +130%
MPI
29
Mairs & Power Inc
Minnesota
$12.4M +$1.42M +55,200 +12%
Charles Schwab
30
Charles Schwab
California
$11.7M +$1.42M +55,457 +13%
Principal Financial Group
31
Principal Financial Group
Iowa
$11.2M -$90.4K -3,526 -0.8%
SCM
32
SG Capital Management
Illinois
$11.2M +$11.6M +453,452 New
Geode Capital Management
33
Geode Capital Management
Massachusetts
$11.1M +$343K +13,390 +3%
CB
34
Cooke & Bieler
Pennsylvania
$10.8M +$1.37M +53,420 +14%
ECP
35
Elk Creek Partners
Colorado
$8.96M +$972K +37,894 +12%
MLIM
36
Mountain Lake Investment Management
Florida
$8.73M -$89.7K -3,500 -1%
KCM
37
Kennedy Capital Management
Missouri
$8.71M +$9.08M +354,091 New
Ameriprise
38
Ameriprise
Minnesota
$7.76M +$90.7K +3,536 +1%
SI
39
Sapience Investments
California
$7.57M +$2.15M +84,028 +38%
GLA
40
Great Lakes Advisors
Illinois
$7.55M +$4.57M +178,058 +138%
Wells Fargo
41
Wells Fargo
California
$7.13M -$1.41M -55,109 -16%
JP Morgan Chase
42
JP Morgan Chase
New York
$6.88M -$2.86M -111,584 -29%
PPA
43
Parametric Portfolio Associates
Washington
$4.75M +$4.95M +192,943 New
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.69M
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$4.55M -$33.3K -1,300 -0.7%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$4.53M +$4.05M +157,866 +605%
Comerica Bank
47
Comerica Bank
Texas
$4.34M -$588K -22,915 -11%
Goldman Sachs
48
Goldman Sachs
New York
$3.97M +$2.75M +107,159 +198%
TCIM
49
TIAA CREF Investment Management
New York
$3.97M +$32.4K +1,264 +0.8%
CC
50
Cipher Capital
New York
$3.9M -$199K -7,768 -5%

EPAC Hedge Fund Activity: Q2 2017 in Review

166 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2017, worth a combined $1.63B — down 2.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPAC positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Southernsun Asset Management, adding an estimated $30.3M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $12.8M sold.

  • 166 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2017, up from 159 in Q1 2017.
  • Funds reported $1.63B of Enerpac Tool Group stock for Q2 2017, down 2.2% quarter-over-quarter.
  • 23 funds opened new Enerpac Tool Group positions in Q2 2017 and 16 closed out, a net change of +7 holders.
  • The largest Enerpac Tool Group buyer in Q2 2017 was Southernsun Asset Management, an estimated $30.3M added.
  • The largest Enerpac Tool Group seller in Q2 2017 was Waddell & Reed Financial, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2017.