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Enerpac Tool Group

143 hedge funds and large institutions have $1.59B invested in Enerpac Tool Group in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$194M)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 144143 (-1)

1.44% less ownership

Funds ownership: 102.94%101.5% (-1.4%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
53
Reduced
50
Closed
17
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
-$712K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$265K
SG Americas Securities
102
SG Americas Securities
New York
$251K +$229K +9,618 New
Squarepoint
103
Squarepoint
New York
$242K +$221K +9,277 New
HR
104
Howe & Rusling
New York
$217K +$42.8K +1,800 +28%
IIC
105
Ironwood Investment Counsel
Arizona
$212K -$256K -10,754 -57%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$212K -$174K -7,300 -47%
MOACM
107
Mutual of America Capital Management
New York
$209K +$12.1K +510 +7%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$188K -$14.1K -594 -8%
TRCT
109
Tower Research Capital (TRC)
New York
$188K +$133K +5,593 +347%
Citigroup
110
Citigroup
New York
$181K -$212K -8,897 -56%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$141K -$71.7K -3,016 -36%
AIP
112
Ameritas Investment Partners
Nebraska
$122K
US Bancorp
113
US Bancorp
Minnesota
$93K +$5.95K +250 +8%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$90K -$3.23K -136 -4%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$40K -$1.24K -52 -3%
Osaic Holdings
116
Osaic Holdings
Arizona
$39K +$2.45K +103 +8%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$35K +$29.3K +1,230 +1,025%
GWS
118
Glassman Wealth Services
Virginia
$27K
IA
119
IFP Advisors
Florida
$23K -$7.66K -322 -27%
FQ
120
First Quadrant
California
$21K
PK
121
Pflug Koory
Nebraska
$20K -$11.9K -500 -40%
SN
122
Sittner & Nelson
Oregon
$18K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$16K +$14.6K +612 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$14K +$11K +464 +580%
EFSCE
125
Enterprise Financial Services Corp (EFSC)
Missouri
$9K

EPAC Hedge Fund Activity: Q1 2021 in Review

143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2021, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Fund positioning in EPAC was balanced in Q1 2021: 17 funds opened new positions, 17 closed out, 53 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $13M.

  • 143 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2021, down from 144 in Q4 2020.
  • Funds reported $1.59B of Enerpac Tool Group stock for Q1 2021, up 14% quarter-over-quarter.
  • 17 funds opened new Enerpac Tool Group positions in Q1 2021 and 17 closed out, a net change of 0 holders.
  • The largest Enerpac Tool Group buyer in Q1 2021 was BlackRock, an estimated $13.7M added.
  • The largest Enerpac Tool Group seller in Q1 2021 was Wellington Management Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2021.