Enerpac Tool Group
EPAC
179 hedge funds and large institutions have $1.44B invested in Enerpac Tool Group in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 30 closing their positions.
1,174% more call options, than puts
Call options by funds: $395K | Put options by funds: $31K
1.11% more ownership
Funds ownership: 97.95% → 99.06% (+1.1%)
5% more capital invested
Capital invested by funds: $1.38B → $1.44B (+$65.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 194 → 179 (-15)
12% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 68
47% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$73.7M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$14.9M |
| 3 |
Jennison Associates
New York
|
+$4.75M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.66M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$24.4M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.94M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$5.9M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$5.55M |
EPAC Hedge Fund Activity: Q1 2023 in Review
179 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2023, worth a combined $1.44B — up 4.7% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of EPAC and 16 opened new positions — a net loss of 14 holders — while 68 trimmed existing stakes and 60 added.
The largest buyer was Capital International Investors, adding an estimated $73.7M. The largest seller was Pzena Investment Management, cutting an estimated $24.4M.
- 179 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2023, down from 194 in Q4 2022.
- Funds reported $1.44B of Enerpac Tool Group stock for Q1 2023, up 4.7% quarter-over-quarter.
- 16 funds opened new Enerpac Tool Group positions in Q1 2023 and 30 closed out, a net change of -14 holders.
- The largest Enerpac Tool Group buyer in Q1 2023 was Capital International Investors, an estimated $73.7M added.
- The largest Enerpac Tool Group seller in Q1 2023 was Pzena Investment Management, an estimated $24.4M sold.
Based on aggregated 13F filings for Q1 2023.