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Enerpac Tool Group
EPAC

147 hedge funds and large institutions have $1.34B invested in Enerpac Tool Group in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $1.2B → $1.34B (+$140M)

2.91% more ownership

Funds ownership: 98.31% → 101.22% (+2.9%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 146 → 147 (+1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
65
Reduced
41
Closed
17
Calls
$286K
Puts
–
Net Calls
+$286K
Net Calls Change
+$93K

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$33.3M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.98M
3
SAM
Southernsun Asset Management
Tennessee
+$4.13M
4
BlackRock
BlackRock
New York
+$1.47M
5
State Street
State Street
Massachusetts
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.59M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$7.64M
3
SG Americas Securities
SG Americas Securities
New York
-$4.28M
4
MPI
Mairs & Power Inc
Minnesota
-$1.72M
5
Norges Bank
Norges Bank
Norway
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$18K +$14.9K +788 +6,567%
SN
127
Sittner & Nelson
Oregon
$15K – – –
SWA
128
Sutton Wealth Advisors
Florida
$14.1K +$11.9K +628 +3,694%
FAG
129
Fortitude Advisory Group
Washington
$11K – – –
WT
130
Whittier Trust
California
$8K – – –
S
131
SignatureFD
Georgia
$7K +$4.14K +219 +183%
ACM
132
Aquatic Capital Management
Illinois
$7K +$5.67K +300 New
SWM
133
Spire Wealth Management
Virginia
$4K – – –
MFC
134
Mechanics Financial Corp
Ohio
$3K – – –
PK
135
Pflug Koory
Nebraska
$3K – – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$3K – – –
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$3K +$359 +19 +17%
TAIM
138
TD Ameritrade Investment Management
Nebraska
$3K +$2.19K +116 New
LC
139
Lindbrook Capital
California
$3K +$2.69K +142 New
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
PFBT
141
Parkside Financial Bank & Trust
Missouri
$2K +$1.83K +97 +1,617%
C
142
Covestor
United Kingdom
$1K -$38 -2 -7%
GRP
143
Global Retirement Partners
California
$1K +$643 +34 New
MAM
144
Meeder Asset Management
Ohio
$1K +$681 +36 New
VCM
145
Versant Capital Management
Arizona
$1K +$851 +45 New
SG Americas Securities
146
SG Americas Securities
New York
– -$4.28M -210,915 Closed
Millennium Management
147
Millennium Management
New York
– -$932K -45,960 Closed
EGM
148
Engineers Gate Manager
New York
– -$721K -35,530 Closed
CSS
149
Cubist Systematic Strategies
Connecticut
– -$697K -34,348 Closed
Renaissance Technologies
150
Renaissance Technologies
New York
– -$489K -24,100 Closed
3 4 5
6
7

EPAC Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2022, worth a combined $1.34B — up 12% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPAC positions and 17 closed out — a net gain of 1 holder — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $33.3M. The largest seller was Royal Bank of Canada, cutting an estimated $8.59M.

  • 147 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2022, up from 146 in Q4 2021.
  • Funds reported $1.34B of Enerpac Tool Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 18 funds opened new Enerpac Tool Group positions in Q1 2022 and 17 closed out, a net change of +1 holder.
  • The largest Enerpac Tool Group buyer in Q1 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q1 2022 was Royal Bank of Canada, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2022.