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Enerpac Tool Group

234 hedge funds and large institutions have $2.28B invested in Enerpac Tool Group in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,905% more call options, than puts

Call options by funds: $762K | Put options by funds: $38K

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$194M)

7% more funds holding

Funds holding: 219234 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 100.47%100.06% (-0.41%)

25% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 91

Holders
234
Holders Change
+15
Holders Change %
+6.85%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
68
Reduced
91
Closed
22
Calls
$762K
Puts
$38K
Net Calls
+$724K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$11.6M +$315K +7,845 +3%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$11.2M +$6.16M +153,538 +134%
SBH
28
Segall Bryant & Hamill
Illinois
$10.7M -$4.03M -100,400 -28%
Norges Bank
29
Norges Bank
Norway
$9.65M -$1.69M -42,140 -15%
Renaissance Technologies
30
Renaissance Technologies
New York
$9.48M +$4.77M +119,010 +111%
Goldman Sachs
31
Goldman Sachs
New York
$9.17M +$3.77M +94,107 +75%
SEI Investments
32
SEI Investments
Pennsylvania
$8.04M +$491K +12,234 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$7.83M +$1.47M +36,706 +24%
Ameriprise
34
Ameriprise
Minnesota
$6.78M -$1.75M -43,723 -21%
GI
35
GAMCO Investors
Connecticut
$6.71M
Bank of America
36
Bank of America
North Carolina
$6.44M +$1.11M +27,756 +22%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$6.43M -$280K -6,977 -4%
Legal & General Group
38
Legal & General Group
United Kingdom
$6.36M -$102K -2,537 -2%
UBS AM
39
UBS AM
Illinois
$6.17M +$26.9K +671 +0.5%
JAM
40
Jupiter Asset Management
United Kingdom
$5.96M +$1.22M +30,434 +27%
HIM
41
Hillsdale Investment Management
Ontario, Canada
$5.92M +$30.1K +750 +0.5%
HA
42
Heartland Advisors
Wisconsin
$5.61M -$2.13M -53,061 -28%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.06M -$1.8M -44,784 -27%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.83M -$168K -4,200 -4%
MAP
45
Moody Aldrich Partners
Massachusetts
$4.8M -$87K -2,169 -2%
American Century Companies
46
American Century Companies
Missouri
$4.57M +$739K +18,421 +20%
Barclays
47
Barclays
United Kingdom
$4.52M +$3.3M +82,376 +322%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.5M -$263K -6,564 -6%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.44M -$32.1K -800 -0.7%
Millennium Management
50
Millennium Management
New York
$4.29M +$4.11M +102,526 New

EPAC Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2024, worth a combined $2.28B — up 9.3% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPAC positions and 22 closed out — a net gain of 16 holders — while 68 added to existing stakes and 91 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $33.3M. The largest seller was Champlain Investment Partners, cutting an estimated $43.1M.

  • 234 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2024, up from 219 in Q2 2024.
  • Funds reported $2.28B of Enerpac Tool Group stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 38 funds opened new Enerpac Tool Group positions in Q3 2024 and 22 closed out, a net change of +16 holders.
  • The largest Enerpac Tool Group buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q3 2024 was Champlain Investment Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.