Enerpac Tool Group
EPAC
212 hedge funds and large institutions have $2.39B invested in Enerpac Tool Group in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 36 closing their positions.
94% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $585K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 74
3% less funds holding
Funds holding: 219 → 212 (-7)
7% less capital invested
Capital invested by funds: $2.57B → $2.39B (-$183M)
14% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
+$17.2M |
| 2 |
TAM
Third Avenue Management
New York
|
+$15M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$14.7M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$14.5M |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$40.2M |
| 3 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$32.9M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$20.7M |
| 5 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$13.6M |
EPAC Hedge Fund Activity: Q1 2014 in Review
212 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2014, worth a combined $2.39B — down 7.1% from $2.57B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of EPAC and 31 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 81 added.
The largest buyer was Bares Capital Management, adding an estimated $17.2M. The largest seller was Fidelity Investments, cutting an estimated $57.2M.
- 212 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2014, down from 219 in Q4 2013.
- Funds reported $2.39B of Enerpac Tool Group stock for Q1 2014, down 7.1% quarter-over-quarter.
- 31 funds opened new Enerpac Tool Group positions in Q1 2014 and 36 closed out, a net change of -5 holders.
- The largest Enerpac Tool Group buyer in Q1 2014 was Bares Capital Management, an estimated $17.2M added.
- The largest Enerpac Tool Group seller in Q1 2014 was Fidelity Investments, an estimated $57.2M sold.
Based on aggregated 13F filings for Q1 2014.