We are live on ! Find out more
EPAC icon

Enerpac Tool Group
EPAC

172 hedge funds and large institutions have $1.67B invested in Enerpac Tool Group in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 171 → 172 (+1)

1% less capital invested

Capital invested by funds: $1.69B → $1.67B (-$16M)

39% less call options, than puts

Call options by funds: $306K | Put options by funds: $501K

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
70
Reduced
49
Closed
23
Calls
$306K
Puts
$501K
Net Calls
-$195K
Net Calls Change
-$274K

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$46.1M
2
State Street
State Street
Massachusetts
+$18.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.91M
4
Pzena Investment Management
Pzena Investment Management
New York
+$9.19M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.13M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$40M
2
VVP
Vulcan Value Partners
Alabama
-$22.5M
3
MIP
Mondrian Investment Partners
United Kingdom
-$17.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$10.7M
5
SI
Sapience Investments
California
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
XK
126
Xact Kapitalforvaltning
Sweden
$240K +$244K +9,474 New
Barclays
127
Barclays
United Kingdom
$239K +$89.2K +3,461 +58%
Parallax Volatility Advisers
128
Parallax Volatility Advisers
California
$231K +$235K +9,114 New
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$227K -$326K -12,666 -59%
BBHC
130
Brown Brothers Harriman & Co
New York
$220K – – –
AB
131
Amalgamated Bank
New York
$219K +$13.4K +521 +6%
QT
132
Quantbot Technologies
New York
$214K +$219K +8,484 New
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$209K +$7.7K +299 +4%
UBS Group
134
UBS Group
Switzerland
$203K -$2.22K -86 -1%
MCIM
135
Meadow Creek Investment Management
Georgia
$203K +$51.2K +1,988 +33%
Victory Capital Management
136
Victory Capital Management
Texas
$196K -$10.7M -416,965 -98%
US Bancorp
137
US Bancorp
Minnesota
$165K -$2.47K -96 -1%
EP
138
Elkfork Partners
Oregon
$160K +$40.2K +1,562 +33%
TRCT
139
Tower Research Capital (TRC)
New York
$157K +$91.5K +3,550 +134%
RCM
140
Riverhead Capital Management
Delaware
$130K +$33.5K +1,300 +34%
AIP
141
Ameritas Investment Partners
Nebraska
$128K – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$128K – – –
TAM
143
Tyers Asset Management
Texas
$116K +$29.3K +1,136 +33%
Citigroup
144
Citigroup
New York
$107K -$504K -19,563 -82%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$67K +$21.1K +817 +45%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$61K +$3.45K +134 +6%
II
147
Inspire Investing
Idaho
$55K +$56.3K +2,185 New
LIA
148
LS Investment Advisors
Michigan
$47K -$8.25K -320 -15%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$47K +$1.62K +63 +3%
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$28K +$6.98K +271 +32%
4 5
6
7 8

EPAC Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2017, worth a combined $1.67B — down 0.95% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EPAC positions and 23 closed out — a net gain of 3 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $46.1M. The largest seller was Aberdeen Group, exiting entirely with an estimated $40M sold.

  • 172 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2017, up from 171 in Q3 2017.
  • Funds reported $1.67B of Enerpac Tool Group stock for Q4 2017, down 0.95% quarter-over-quarter.
  • 26 funds opened new Enerpac Tool Group positions in Q4 2017 and 23 closed out, a net change of +3 holders.
  • The largest Enerpac Tool Group buyer in Q4 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $46.1M added.
  • The largest Enerpac Tool Group seller in Q4 2017 was Aberdeen Group, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2017.