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Enerpac Tool Group

244 hedge funds and large institutions have $2.27B invested in Enerpac Tool Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $616K | Put options by funds: $197K

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

4% more funds holding

Funds holding: 234244 (+10)

1.34% more ownership

Funds ownership: 100.06%101.41% (+1.3%)

0% less capital invested

Capital invested by funds: $2.28B → $2.27B (-$9.31M)

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
73
Reduced
81
Closed
42
Calls
$616K
Puts
$197K
Net Calls
+$419K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Heartland Advisors
Wisconsin
$5.5M
American Century Companies
52
American Century Companies
Missouri
$4.85M +$407K +8,891 +8%
TC
53
TownSquare Capital
Utah
$4.8M +$5.34M +116,733 New
MAP
54
Moody Aldrich Partners
Massachusetts
$4.58M -$146K -3,191 -3%
Bank of America
55
Bank of America
North Carolina
$4.53M -$1.99M -43,526 -28%
Barclays
56
Barclays
United Kingdom
$4.5M +$66.2K +1,447 +1%
Swiss National Bank
57
Swiss National Bank
Switzerland
$4.39M +$36.6K +800 +0.8%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$4.13M +$4.6M +100,510 New
Jane Street
59
Jane Street
New York
$4.07M -$46.7K -1,021 -1%
Citigroup
60
Citigroup
New York
$3.23M +$294K +6,415 +9%
VA
61
Vident Advisory
Georgia
$3.14M -$20K -437 -0.6%
Stifel Financial
62
Stifel Financial
Missouri
$3.01M +$3.35M +73,256 New
Daiwa Securities Group
63
Daiwa Securities Group
Japan
$2.89M -$160K -3,500 -5%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$2.74M -$886K -19,355 -22%
First Trust Advisors
65
First Trust Advisors
Illinois
$2.7M -$1.91M -41,733 -39%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.68M +$179K +3,909 +6%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$2.65M
EP
68
Edgestream Partners
New Jersey
$2.62M +$2.92M +63,694 New
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$2.58M +$35.3K +771 +1%
KIC
70
Kensington Investment Counsel
California
$2.39M +$48.3K +1,056 +2%
Prudential Financial
71
Prudential Financial
New Jersey
$2.34M -$61.8K -1,350 -2%
IIM
72
INTECH Investment Management
Florida
$2.24M +$2.01M +43,854 +416%
Canada Life
73
Canada Life
Manitoba, Canada
$2.14M -$86.6K -1,892 -4%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.09M -$27.5K -600 -1%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$2.08M -$458K -10,008 -16%

EPAC Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2024, worth a combined $2.27B — down 0.41% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPAC positions and 42 closed out — a net gain of 10 holders — while 73 added to existing stakes and 81 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $23.9M. The largest seller was Champlain Investment Partners, cutting an estimated $38.1M.

  • 244 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $2.27B of Enerpac Tool Group stock for Q4 2024, down 0.41% quarter-over-quarter.
  • 52 funds opened new Enerpac Tool Group positions in Q4 2024 and 42 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q4 2024 was GW&K Investment Management, an estimated $23.9M added.
  • The largest Enerpac Tool Group seller in Q4 2024 was Champlain Investment Partners, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2024.