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Enerpac Tool Group

168 hedge funds and large institutions have $1.58B invested in Enerpac Tool Group in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

22% more call options, than puts

Call options by funds: $267K | Put options by funds: $218K

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

2% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$25.4M)

0% more funds holding

Funds holding: 168168 (0)

Holders
168
Holders Change
Holders Change %
0%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
56
Reduced
53
Closed
13
Calls
$267K
Puts
$218K
Net Calls
+$49K
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$15.2M -$842K -34,307 -5%
RJA
27
Raymond James & Associates
Florida
$14.8M -$253K -10,316 -2%
Renaissance Technologies
28
Renaissance Technologies
New York
$12.4M +$1.33M +54,100 +12%
Principal Financial Group
29
Principal Financial Group
Iowa
$12.2M +$34.1K +1,391 +0.3%
ECP
30
Elk Creek Partners
Colorado
$11.4M -$404K -16,476 -3%
MPI
31
Mairs & Power Inc
Minnesota
$8.94M
Ameriprise
32
Ameriprise
Minnesota
$8.81M -$121K -4,924 -1%
Morgan Stanley
33
Morgan Stanley
New York
$8.15M +$2.32M +94,707 +40%
N
34
Nuveen
North Carolina
$6.22M +$6.16M +250,895 New
PPA
35
Parametric Portfolio Associates
Washington
$5.93M -$64.9K -2,644 -1%
USAA
36
United Services Automobile Association
Texas
$5.71M -$231K -9,395 -4%
Bank of America
37
Bank of America
North Carolina
$5.27M +$1.14M +46,612 +28%
Comerica Bank
38
Comerica Bank
Texas
$5.26M +$62.8K +2,561 +1%
Wells Fargo
39
Wells Fargo
California
$4.89M +$1.45M +58,972 +43%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.55M +$12.2K +496 +0.3%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.98M +$196 +8 +0%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.36M +$1.95M +79,300 +141%
Invesco
43
Invesco
Georgia
$3.03M +$431K +17,587 +17%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.82M +$63.8K +2,600 +2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.78M -$886K -36,101 -24%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.57M +$613K +25,000 +32%
Prudential Financial
47
Prudential Financial
New Jersey
$2.43M -$28K -1,140 -1%
ASRS
48
Arizona State Retirement System
Arizona
$2.36M +$24K +978 +1%
Deutsche Bank
49
Deutsche Bank
Germany
$2.3M -$132K -5,372 -5%
SG Americas Securities
50
SG Americas Securities
New York
$2.21M +$815K +33,202 +60%

EPAC Hedge Fund Activity: Q2 2019 in Review

168 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2019, worth a combined $1.58B — up 1.6% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPAC positions and 13 closed out — a net gain of 3 holders — while 56 added to existing stakes and 53 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $8.31M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $4.94M.

  • 168 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $1.58B of Enerpac Tool Group stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 16 funds opened new Enerpac Tool Group positions in Q2 2019 and 13 closed out, a net change of +3 holders.
  • The largest Enerpac Tool Group buyer in Q2 2019 was Massachusetts Financial Services, an estimated $8.31M added.
  • The largest Enerpac Tool Group seller in Q2 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2019.