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Enerpac Tool Group

149 hedge funds and large institutions have $1.13B invested in Enerpac Tool Group in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

1% more funds holding

Funds holding: 147149 (+2)

3.44% less ownership

Funds ownership: 101.22%97.78% (-3.4%)

16% less capital invested

Capital invested by funds: $1.34B → $1.13B (-$216M)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% 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
43
Reduced
59
Closed
11
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$229K +$242K +12,021 New
OC
102
Oppenheimer & Co
New York
$212K -$40.3K -2,000 -15%
William Blair & Company
103
William Blair & Company
Illinois
$199K +$5.66K +281 +3%
MOACM
104
Mutual of America Capital Management
New York
$193K +$29.8K +1,479 +17%
Wells Fargo
105
Wells Fargo
California
$173K -$697K -34,604 -79%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$136K +$10K +498 +7%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$121K -$50.7K -2,519 -28%
KBC Group
108
KBC Group
Belgium
$97K +$103K +5,113 New
AIP
109
Ameritas Investment Partners
Nebraska
$88K
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$78.1K
UAML
111
US Asset Management LLC
Pennsylvania
$63K +$1.45K +72 +2%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$50K -$5.68K -282 -10%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K -$3.67K -182 -7%
TRCT
114
Tower Research Capital (TRC)
New York
$45K -$56.1K -2,784 -54%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$43K -$25.5K -1,268 -36%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$35K -$463K -22,977 -93%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$29K -$242 -12 -0.8%
Osaic Holdings
118
Osaic Holdings
Arizona
$19K -$1.33K -66 -6%
GWS
119
Glassman Wealth Services
Virginia
$19K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$18K -$3.67K -182 -16%
IA
121
IFP Advisors
Florida
$18K
QCG
122
Quadrant Capital Group
Ohio
$15K
UBS Group
123
UBS Group
Switzerland
$13K -$110K -5,476 -89%
SN
124
Sittner & Nelson
Oregon
$13K
SWA
125
Sutton Wealth Advisors
Florida
$12.4K +$141 +7 +1%

EPAC Hedge Fund Activity: Q2 2022 in Review

149 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2022, worth a combined $1.13B — down 16% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EPAC positions and 11 closed out — a net gain of 6 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.28M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $17.8M.

  • 149 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $1.13B of Enerpac Tool Group stock for Q2 2022, down 16% quarter-over-quarter.
  • 17 funds opened new Enerpac Tool Group positions in Q2 2022 and 11 closed out, a net change of +6 holders.
  • The largest Enerpac Tool Group buyer in Q2 2022 was Morgan Stanley, an estimated $5.28M added.
  • The largest Enerpac Tool Group seller in Q2 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2022.