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Enerpac Tool Group

166 hedge funds and large institutions have $1.63B invested in Enerpac Tool Group in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 159166 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.67B → $1.63B (-$36.3M)

100% less call options, than puts

Call options by funds: $7K | Put options by funds: $1.82M

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
77
Reduced
40
Closed
16
Calls
$7K
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$25K
CFG
152
Citizens Financial Group
Rhode Island
$24K
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$21K
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$19K +$5.9K +230 +43%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$15K -$74.5K -2,906 -83%
AG
156
Advisor Group
Arizona
$13K -$974 -38 -6%
NA
157
NewEdge Advisors
Louisiana
$6.17K +$6.41K +250 New
PA
158
Parallel Advisors
California
$3K
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3.31K +129 New
PCP
160
Proficio Capital Partners
Massachusetts
$1K
QCG
161
Quadrant Capital Group
Ohio
$1K
Creative Planning
162
Creative Planning
Kansas
$1K +$897 +35 New
CT
163
Chicago Trust
Illinois
$209 +$218K +8,500 New
IWM
164
IHT Wealth Management
Illinois
$196
Walleye Trading
165
Walleye Trading
New York
$10 +$10.3K +400 New
WRF
166
Waddell & Reed Financial
Kansas
-$12.8M -485,982 Closed
Point72 Asset Management
167
Point72 Asset Management
Connecticut
-$2.49M -94,600 Closed
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
-$2M -75,902 Closed
GCM
169
Graham Capital Management
Connecticut
-$1.76M -66,900 Closed
SCM
170
Suffolk Capital Management
New York
-$1.3M -49,435 Closed
BPM
171
Bronson Point Management
Connecticut
-$659K -25,000 Closed
QIM
172
Quantitative Investment Management
Virginia
-$555K -21,100 Closed
Verition Fund Management
173
Verition Fund Management
Connecticut
-$443K -16,800 Closed
SIP
174
Stoneridge Investment Partners
Pennsylvania
-$434K -16,488 Closed
AIM
175
Alambic Investment Management
California
-$430K -16,300 Closed

EPAC Hedge Fund Activity: Q2 2017 in Review

166 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2017, worth a combined $1.63B — down 2.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPAC positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Southernsun Asset Management, adding an estimated $30.3M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $12.8M sold.

  • 166 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2017, up from 159 in Q1 2017.
  • Funds reported $1.63B of Enerpac Tool Group stock for Q2 2017, down 2.2% quarter-over-quarter.
  • 23 funds opened new Enerpac Tool Group positions in Q2 2017 and 16 closed out, a net change of +7 holders.
  • The largest Enerpac Tool Group buyer in Q2 2017 was Southernsun Asset Management, an estimated $30.3M added.
  • The largest Enerpac Tool Group seller in Q2 2017 was Waddell & Reed Financial, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2017.