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Enerpac Tool Group
EPAC

172 hedge funds and large institutions have $1.67B invested in Enerpac Tool Group in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 171 → 172 (+1)

1% less capital invested

Capital invested by funds: $1.69B → $1.67B (-$16M)

39% less call options, than puts

Call options by funds: $306K | Put options by funds: $501K

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
70
Reduced
49
Closed
23
Calls
$306K
Puts
$501K
Net Calls
-$195K
Net Calls Change
-$274K

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$46.1M
2
State Street
State Street
Massachusetts
+$18.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.91M
4
Pzena Investment Management
Pzena Investment Management
New York
+$9.19M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.13M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$40M
2
VVP
Vulcan Value Partners
Alabama
-$22.5M
3
MIP
Mondrian Investment Partners
United Kingdom
-$17.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$10.7M
5
SI
Sapience Investments
California
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M +$7.63K +296 +0.7%
TPSF
77
Texas Permanent School Fund
Texas
$1.02M -$81K -3,145 -7%
UBS AM
78
UBS AM
Illinois
$970K – – –
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$950K – – –
PRCP
80
Pacific Ridge Capital Partners
Oregon
$886K +$150K +5,810 +20%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$824K +$839K +32,567 New
First Manhattan
82
First Manhattan
New York
$773K -$311K -12,083 -28%
O
83
OppenheimerFunds
New York
$729K -$18.7K -727 -2%
IP
84
Isthmus Partners
Wisconsin
$728K +$12.6K +489 +2%
MIM
85
MetLife Investment Management
New Jersey
$719K +$732K +28,401 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$673K -$163K -6,312 -19%
SDIC
87
South Dakota Investment Council
South Dakota
$650K -$113K -4,400 -15%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$650K +$38.7K +1,500 +6%
MERSOM
89
Municipal Employees' Retirement System of Michigan
Michigan
$572K -$71.1K -2,760 -11%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$516K +$525K +20,383 New
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$481K -$560K -21,720 -53%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$468K – – –
AG
93
Aperio Group
California
$468K +$9.12K +354 +2%
OAM
94
Oppenheimer Asset Management
New York
$428K – – –
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$423K +$36.1K +1,400 +9%
HR
96
Howe & Rusling
New York
$416K +$31.9K +1,239 +8%
RJT
97
Raymond James Trust
Florida
$402K -$23.6K -915 -5%
MSA
98
Mason Street Advisors
Wisconsin
$394K +$11.3K +440 +3%
IIC
99
Ironwood Investment Counsel
Arizona
$373K -$7.73K -300 -2%
JFG
100
Jefferies Financial Group
New York
$362K – – –
2 3
4
5 6

EPAC Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2017, worth a combined $1.67B — down 0.95% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EPAC positions and 23 closed out — a net gain of 3 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $46.1M. The largest seller was Aberdeen Group, exiting entirely with an estimated $40M sold.

  • 172 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2017, up from 171 in Q3 2017.
  • Funds reported $1.67B of Enerpac Tool Group stock for Q4 2017, down 0.95% quarter-over-quarter.
  • 26 funds opened new Enerpac Tool Group positions in Q4 2017 and 23 closed out, a net change of +3 holders.
  • The largest Enerpac Tool Group buyer in Q4 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $46.1M added.
  • The largest Enerpac Tool Group seller in Q4 2017 was Aberdeen Group, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2017.