Enerpac Tool Group
EPAC
170 hedge funds and large institutions have $1.41B invested in Enerpac Tool Group in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
10% more funds holding
Funds holding: 155 → 170 (+15)
4% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 53
2% less capital invested
Capital invested by funds: $1.43B → $1.41B (-$22.3M)
31% less call options, than puts
Call options by funds: $322K | Put options by funds: $470K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$10.7M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$7.46M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.32M |
| 4 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
+$6.09M |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$27.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$14.8M |
| 3 |
Morgan Stanley
New York
|
-$9.74M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$6.65M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.65M |
EPAC Hedge Fund Activity: Q3 2016 in Review
170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2016, worth a combined $1.41B — down 1.6% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EPAC positions and 19 closed out — a net gain of 16 holders — while 55 added to existing stakes and 53 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $10.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $27.9M.
- 170 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2016, up from 155 in Q2 2016.
- Funds reported $1.41B of Enerpac Tool Group stock for Q3 2016, down 1.6% quarter-over-quarter.
- 35 funds opened new Enerpac Tool Group positions in Q3 2016 and 19 closed out, a net change of +16 holders.
- The largest Enerpac Tool Group buyer in Q3 2016 was Vulcan Value Partners, an estimated $10.7M added.
- The largest Enerpac Tool Group seller in Q3 2016 was Thrivent Financial for Lutherans, an estimated $27.9M sold.
Based on aggregated 13F filings for Q3 2016.