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Enerpac Tool Group

168 hedge funds and large institutions have $1.38B invested in Enerpac Tool Group in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 168168 (0)

13% less capital invested

Capital invested by funds: $1.58B → $1.38B (-$204M)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

45% less call options, than puts

Call options by funds: $406K | Put options by funds: $740K

Holders
168
Holders Change
Holders Change %
0%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
44
Reduced
73
Closed
18
Calls
$406K
Puts
$740K
Net Calls
-$334K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$13.3M -$101K -4,409 -0.7%
RJA
27
Raymond James & Associates
Florida
$12.8M -$233K -10,197 -2%
CSC
28
Cove Street Capital
California
$12.8M -$886K -38,700 -6%
CRM
29
Cramer Rosenthal McGlynn
Connecticut
$11M -$6.52M -285,073 -36%
ECP
30
Elk Creek Partners
Colorado
$10.3M +$252K +11,003 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$9.46M -$1.4M -61,164 -12%
MPI
32
Mairs & Power Inc
Minnesota
$8.41M +$522K +22,792 +6%
Ameriprise
33
Ameriprise
Minnesota
$6.29M -$1.56M -68,143 -19%
N
34
Nuveen
North Carolina
$5.59M +$90.2K +3,943 +2%
PPA
35
Parametric Portfolio Associates
Washington
$5.08M -$177K -7,725 -3%
Comerica Bank
36
Comerica Bank
Texas
$5.01M -$524K -22,904 -10%
Wells Fargo
37
Wells Fargo
California
$4.34M +$20.1K +880 +0.4%
Morgan Stanley
38
Morgan Stanley
New York
$4.22M -$3.12M -136,326 -41%
Bank of America
39
Bank of America
North Carolina
$3.98M -$705K -30,805 -15%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.96M -$67.8K -2,963 -2%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.23M -$295K -12,877 -8%
Goldman Sachs
42
Goldman Sachs
New York
$3.11M +$1.38M +60,495 +74%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.05M +$78.2K +3,416 +3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.83M +$386K +16,884 +15%
Invesco
45
Invesco
Georgia
$2.57M -$111K -4,869 -4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.52M +$29.7K +1,300 +1%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.44M +$645K +28,168 +34%
Millennium Management
48
Millennium Management
New York
$2.24M +$1.95M +85,349 +508%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.99M -$301K -13,170 -13%
Prudential Financial
50
Prudential Financial
New Jersey
$1.92M -$242K -10,563 -11%

EPAC Hedge Fund Activity: Q3 2019 in Review

168 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2019, worth a combined $1.38B — down 13% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EPAC positions and 18 closed out — a net gain of 1 holder — while 44 added to existing stakes and 73 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $37.3M. The largest seller was Wedge Capital Management, cutting an estimated $14.7M.

  • 168 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $1.38B of Enerpac Tool Group stock for Q3 2019, down 13% quarter-over-quarter.
  • 19 funds opened new Enerpac Tool Group positions in Q3 2019 and 18 closed out, a net change of +1 holder.
  • The largest Enerpac Tool Group buyer in Q3 2019 was T. Rowe Price Associates, an estimated $37.3M added.
  • The largest Enerpac Tool Group seller in Q3 2019 was Wedge Capital Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2019.