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Enerpac Tool Group

143 hedge funds and large institutions have $1.59B invested in Enerpac Tool Group in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.39B → $1.59B (+$194M)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 144143 (-1)

1.44% less ownership

Funds ownership: 102.94%101.5% (-1.4%)

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% 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
53
Reduced
50
Closed
17
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
-$712K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$7K +$5.99K +252 New
EVM
127
Eaton Vance Management
Massachusetts
$7K +$6.59K +277 New
GCM
128
Gables Capital Management
Florida
$5K +$4.16K +175 New
SWM
129
Spire Wealth Management
Virginia
$5K +$4.76K +200 New
S
130
SignatureFD
Georgia
$3K -$1.36K -57 -32%
LWANC
131
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$2K -$4K -168 -60%
AF
133
Allworth Financial
California
$2K
VCM
134
Versant Capital Management
Arizona
$2K +$1.67K +70 +778%
AIC
135
Ameritas Investment Company
Nebraska
$1.15K +$1.05K +44 New
AIG
136
American International Group
New York
$1.04K +$70.5K +2,964 +8%
FPS
137
Fieldpoint Private Securities
Connecticut
$1K
MAM
138
Meeder Asset Management
Ohio
$1K
Simplex Trading
139
Simplex Trading
Illinois
$1K +$1.14K +48 New
BBHC
140
Brown Brothers Harriman & Co
New York
$344
Walleye Capital
141
Walleye Capital
New York
$246 +$224K +9,412 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$94
RC
143
Roubaix Capital
Colorado
-$2.9M -128,225 Closed
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
-$2.08M -92,067 Closed
Voloridge Investment Management
145
Voloridge Investment Management
Florida
-$1.14M -50,371 Closed
MSA
146
Mason Street Advisors
Wisconsin
-$504K -22,309 Closed
SO
147
STRS Ohio
Ohio
-$456K -20,200 Closed
PI
148
PEAK6 Investments
Illinois
-$433K -19,155 Closed
WCM
149
Weld Capital Management
New York
-$331K -14,641 Closed
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
-$317K -14,007 Closed

EPAC Hedge Fund Activity: Q1 2021 in Review

143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2021, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.

Fund positioning in EPAC was balanced in Q1 2021: 17 funds opened new positions, 17 closed out, 53 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $13M.

  • 143 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2021, down from 144 in Q4 2020.
  • Funds reported $1.59B of Enerpac Tool Group stock for Q1 2021, up 14% quarter-over-quarter.
  • 17 funds opened new Enerpac Tool Group positions in Q1 2021 and 17 closed out, a net change of 0 holders.
  • The largest Enerpac Tool Group buyer in Q1 2021 was BlackRock, an estimated $13.7M added.
  • The largest Enerpac Tool Group seller in Q1 2021 was Wellington Management Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2021.