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Enerpac Tool Group

161 hedge funds and large institutions have $1.05B invested in Enerpac Tool Group in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $569K | Put options by funds: $193K

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

6% more funds holding

Funds holding: 152161 (+9)

4% more capital invested

Capital invested by funds: $1.01B → $1.05B (+$37.3M)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

2.65% less ownership

Funds ownership: 102.64%99.99% (-2.7%)

Holders
161
Holders Change
+9
Holders Change %
+5.92%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
50
Reduced
53
Closed
23
Calls
$569K
Puts
$193K
Net Calls
+$376K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
151
Cetera Advisor Networks
California
$3K +$2.94K +174 New
VCM
152
Versant Capital Management
Arizona
$2K -$7.45K -441 -72%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
PA
154
Parallel Advisors
California
$2K
Lazard Asset Management
155
Lazard Asset Management
New York
$2K +$2.4K +142 New
OPS
156
Orion Portfolio Solutions
Nebraska
$1K +$777 +46 New
SIM
157
Sonora Investment Management
Arizona
$1K +$1.03K +61 New
AF
158
Allworth Financial
California
$1K +$1.22K +72 New
SAM
159
Southeastern Asset Management
Tennessee
-$88.9M -5,370,459 Closed
Natixis Advisors
160
Natixis Advisors
Massachusetts
-$3.44M -207,722 Closed
SDIC
161
South Dakota Investment Council
South Dakota
-$1.26M -76,044 Closed
Holocene Advisors
162
Holocene Advisors
New York
-$790K -47,732 Closed
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
-$305K -18,056 Closed
DTL
164
Dynamic Technology Lab
Singapore
-$289K -17,440 Closed
Victory Capital Management
165
Victory Capital Management
Texas
-$282K -17,060 Closed
MERSOM
166
Municipal Employees' Retirement System of Michigan
Michigan
-$277K -16,740 Closed
HSBC Holdings
167
HSBC Holdings
United Kingdom
-$223K -13,474 Closed
SM
168
Sciencast Management
New Jersey
-$207K -12,481 Closed
SIM
169
Spark Investment Management
New York
-$203K -12,300 Closed
GG
170
Gofen & Glossberg
Illinois
-$182K -10,984 Closed
MIA
171
MainStreet Investment Advisors
Illinois
-$166K -10,055 Closed
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
-$94K -5,700 Closed
PI
173
PineBridge Investments
New York
-$29K -1,737 Closed
FC
174
FORA Capital
Florida
-$19K -1,119 Closed
GCM
175
Gables Capital Management
Florida
-$11K -652 Closed

EPAC Hedge Fund Activity: Q2 2020 in Review

161 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2020, worth a combined $1.05B — up 3.7% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EPAC positions and 23 closed out — a net gain of 10 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $24.2M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $88.9M sold.

  • 161 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2020, up from 152 in Q1 2020.
  • Funds reported $1.05B of Enerpac Tool Group stock for Q2 2020, up 3.7% quarter-over-quarter.
  • 33 funds opened new Enerpac Tool Group positions in Q2 2020 and 23 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $24.2M added.
  • The largest Enerpac Tool Group seller in Q2 2020 was Southeastern Asset Management, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2020.