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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
Holocene Advisors
101
Holocene Advisors
New York
$358K +$364K +14,137 New
GI
102
GAMCO Investors
Connecticut
$354K – – –
FRM
103
Fox Run Management
Connecticut
$336K +$343K +13,294 New
Millennium Management
104
Millennium Management
New York
$334K +$340K +13,202 New
CIM
105
CIM Investment Management
Pennsylvania
$333K -$5.82K -226 -2%
LCM
106
Landscape Capital Management
New Jersey
$331K +$38.6K +1,497 +13%
CG
107
Caprock Group
Idaho
$323K – – –
STA
108
Summit Trail Advisors
New York
$321K +$319K +12,366 New
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$318K – – –
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$313K -$51.5K -1,999 -14%
MIA
111
MainStreet Investment Advisors
Illinois
$313K +$319K +12,385 New
PIA
112
Piedmont Investment Advisors
North Carolina
$311K -$18.2K -708 -5%
LCM
113
Laurion Capital Management
New York
$309K +$315K +12,207 New
SEI Investments
114
SEI Investments
Pennsylvania
$302K -$937K -36,345 -75%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$301K +$1.55K +60 +0.5%
GG
116
Gofen & Glossberg
Illinois
$298K – – –
FMBTD
117
First Midwest Bank Trust Division
Illinois
$295K -$850 -33 -0.3%
ProShare Advisors
118
ProShare Advisors
Maryland
$281K +$286K +11,096 New
OAM
119
Oxford Asset Management
United Kingdom
$272K -$944K -36,647 -78%
CGH
120
Crossmark Global Holdings
Texas
$270K +$2.37K +92 +0.9%
PA
121
Profund Advisors
Maryland
$264K +$9.1K +353 +3%
William Blair & Company
122
William Blair & Company
Illinois
$260K – – –
HSBC Holdings
123
HSBC Holdings
United Kingdom
$257K +$59.9K +2,325 +30%
CT
124
Chicago Trust
Illinois
$248K +$33.4K +1,297 +15%
GHCM
125
Glen Harbor Capital Management
California
$247K +$62.2K +2,414 +33%
3 4
5
6 7

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.