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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
PK
151
Pflug Koory
Nebraska
$27K – – –
GWS
152
Glassman Wealth Services
Virginia
$26K +$26 +1 +0.1%
CFG
153
Citizens Financial Group
Rhode Island
$25K – – –
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$23K +$3.56K +138 +18%
ASN
155
Advisory Services Network
Georgia
$21K +$21.9K +849 New
VCM
156
Versant Capital Management
Arizona
$19K -$1.08K -42 -5%
DCM
157
Delpha Capital Management
New York
$18K +$18.4K +714 New
Simplex Trading
158
Simplex Trading
Illinois
$16K -$42.3K -1,640 -71%
RFC
159
Regions Financial Corp
Alabama
$13K +$13.3K +517 New
AG
160
Advisor Group
Arizona
$9K -$4.95K -192 -34%
RWA
161
Ropes Wealth Advisors
Massachusetts
$6K – – –
GT
162
Glenmede Trust
Pennsylvania
$4K – – –
PA
163
Parallel Advisors
California
$4K – – –
IA
164
IFP Advisors
Florida
$3K – – –
PCP
165
Proficio Capital Partners
Massachusetts
$1K -$155 -6 -12%
IWM
166
IHT Wealth Management
Illinois
$1K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
168
Quadrant Capital Group
Ohio
$1K – – –
FGC
169
Financial Gravity Companies
Texas
$1K +$593 +23 New
MOS
170
MGO One Seven
Ohio
$1K +$747 +29 New
Aberdeen Group
171
Aberdeen Group
United Kingdom
– -$40M -1,563,832 Closed
MIP
172
Mondrian Investment Partners
United Kingdom
– -$17.5M -684,640 Closed
SI
173
Sapience Investments
California
– -$8.2M -320,175 Closed
MLIM
174
Mountain Lake Investment Management
Florida
– -$5.89M -230,000 Closed
Citadel Advisors
175
Citadel Advisors
Florida
– -$2.39M -92,618 Closed
4 5 6
7
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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.