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Enerpac Tool Group

147 hedge funds and large institutions have $1.34B invested in Enerpac Tool Group in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $1.2B → $1.34B (+$140M)

2.91% more ownership

Funds ownership: 98.31%101.22% (+2.9%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 146147 (+1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
65
Reduced
41
Closed
17
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$266K +$19 +1 +0%
ECM
102
Everence Capital Management
Indiana
$258K +$223K +11,790 New
Squarepoint
103
Squarepoint
New York
$240K -$91.3K -4,830 -31%
William Blair & Company
104
William Blair & Company
Illinois
$222K
AWA
105
Aaron Wealth Advisors
Illinois
$214K +$88.6K +4,684 New
Osaic Holdings
106
Osaic Holdings
Arizona
$199K -$1.59K -84 -7%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$194K
MOACM
108
Mutual of America Capital Management
New York
$190K +$8.57K +453 +5%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$146K -$9.4K -497 -7%
UBS Group
110
UBS Group
Switzerland
$134K -$258K -13,648 -69%
TRCT
111
Tower Research Capital (TRC)
New York
$113K +$78.6K +4,156 +407%
AIP
112
Ameritas Investment Partners
Nebraska
$102K
Lazard Asset Management
113
Lazard Asset Management
New York
$102K +$88.8K +4,693 New
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$89.9K -$211K -11,132 -73%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$82K -$8.59M -454,408 -99%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$77K +$43K +2,276 +180%
UAML
117
US Asset Management LLC
Pennsylvania
$71K +$61K +3,223 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$64K +$36K +1,902 +184%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$1.25K +66 +3%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$53K
US Bancorp
121
US Bancorp
Minnesota
$34K +$26.3K +1,391 +809%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$33K +$24.9K +1,319 +631%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$25K +$13.7K +725 +181%
GWS
124
Glassman Wealth Services
Virginia
$22K
IA
125
IFP Advisors
Florida
$18K +$7.07K +374 +101%

EPAC Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2022, worth a combined $1.34B — up 12% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPAC positions and 17 closed out — a net gain of 1 holder — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $33.3M. The largest seller was Royal Bank of Canada, cutting an estimated $8.59M.

  • 147 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2022, up from 146 in Q4 2021.
  • Funds reported $1.34B of Enerpac Tool Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 18 funds opened new Enerpac Tool Group positions in Q1 2022 and 17 closed out, a net change of +1 holder.
  • The largest Enerpac Tool Group buyer in Q1 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q1 2022 was Royal Bank of Canada, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2022.