Enerpac Tool Group
EPAC
177 hedge funds and large institutions have $1.42B invested in Enerpac Tool Group in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less call options, than puts
Call options by funds: $222K | Put options by funds: $227K
4% less capital invested
Capital invested by funds: $1.48B → $1.42B (-$58.6M)
1.94% less ownership
Funds ownership: 97.42% → 95.48% (-1.9%)
3% less funds holding
Funds holding: 182 → 177 (-5)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
31% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$23.6M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$14.5M |
| 3 |
Jennison Associates
New York
|
+$14.4M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$6.95M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$31.7M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$26.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.04M |
| 4 |
BlackRock
New York
|
-$8.79M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$5.09M |
EPAC Hedge Fund Activity: Q3 2023 in Review
177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2023, worth a combined $1.42B — down 4% from $1.48B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EPAC and 14 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 54 added.
The largest buyer was Capital International Investors, adding an estimated $23.6M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $31.7M sold.
- 177 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2023, down from 182 in Q2 2023.
- Funds reported $1.42B of Enerpac Tool Group stock for Q3 2023, down 4% quarter-over-quarter.
- 14 funds opened new Enerpac Tool Group positions in Q3 2023 and 19 closed out, a net change of -5 holders.
- The largest Enerpac Tool Group buyer in Q3 2023 was Capital International Investors, an estimated $23.6M added.
- The largest Enerpac Tool Group seller in Q3 2023 was Pzena Investment Management, an estimated $31.7M sold.
Based on aggregated 13F filings for Q3 2023.