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Enerpac Tool Group

143 hedge funds and large institutions have $1.59B invested in Enerpac Tool Group in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$194M)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 144143 (-1)

1.44% less ownership

Funds ownership: 102.94%101.5% (-1.4%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
50
Closed
17
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
-$712K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$10.5M -$12.1M -509,880 -56%
Comerica Bank
27
Comerica Bank
Texas
$9.5M -$54.9K -2,310 -0.6%
MPI
28
Mairs & Power Inc
Minnesota
$8.41M -$460K -19,361 -6%
Ameriprise
29
Ameriprise
Minnesota
$6.9M +$343K +14,439 +6%
N
30
Nuveen
North Carolina
$6.75M +$283K +11,890 +5%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$5.16M +$69.3K +2,916 +1%
Legal & General Group
32
Legal & General Group
United Kingdom
$5.07M +$195K +8,206 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$4.54M +$1.41M +59,421 +52%
Bank of America
34
Bank of America
North Carolina
$4.23M +$1.01M +42,389 +35%
Morgan Stanley
35
Morgan Stanley
New York
$3.87M -$912K -38,363 -21%
PPA
36
Parametric Portfolio Associates
Washington
$3.75M +$13.3K +561 +0.4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.57M +$28.5K +1,200 +0.9%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.22M -$213K -8,970 -7%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$3.09M +$240K +10,075 +9%
Invesco
40
Invesco
Georgia
$3.01M -$11.6M -486,280 -81%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$2.91M +$58.5K +2,461 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.89M -$246K -10,325 -9%
Deutsche Bank
43
Deutsche Bank
Germany
$2.69M +$1.43M +60,275 +142%
CS
44
Credit Suisse
Switzerland
$2.47M -$260K -10,912 -10%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.37M +$211K +8,885 +11%
Goldman Sachs
46
Goldman Sachs
New York
$2.33M +$13.7K +575 +0.6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$2.31M +$2.85K +120 +0.1%
Prudential Financial
48
Prudential Financial
New Jersey
$1.78M +$11.7K +490 +0.7%
Wells Fargo
49
Wells Fargo
California
$1.5M -$1.17M -49,401 -46%
Canada Life
50
Canada Life
Manitoba, Canada
$1.35M -$167K -7,012 -12%

EPAC Hedge Fund Activity: Q1 2021 in Review

143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2021, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Fund positioning in EPAC was balanced in Q1 2021: 17 funds opened new positions, 17 closed out, 53 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $13M.

  • 143 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2021, down from 144 in Q4 2020.
  • Funds reported $1.59B of Enerpac Tool Group stock for Q1 2021, up 14% quarter-over-quarter.
  • 17 funds opened new Enerpac Tool Group positions in Q1 2021 and 17 closed out, a net change of 0 holders.
  • The largest Enerpac Tool Group buyer in Q1 2021 was BlackRock, an estimated $13.7M added.
  • The largest Enerpac Tool Group seller in Q1 2021 was Wellington Management Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2021.