Enerpac Tool Group
EPAC
144 hedge funds and large institutions have $1.39B invested in Enerpac Tool Group in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 60 reducing their positions, and 19 closing their positions.
13,229% more call options, than puts
Call options by funds: $933K | Put options by funds: $7K
22% more capital invested
Capital invested by funds: $1.14B → $1.39B (+$248M)
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
1% more funds holding
Funds holding: 142 → 144 (+2)
1.27% more ownership
Funds ownership: 101.67% → 102.94% (+1.3%)
43% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$20.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$10.4M |
| 3 |
BlackRock
New York
|
+$9.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.73M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$19.5M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$3.64M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$2.21M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.95M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
151
Aigen Investment Management
New York
| – | -$275K | -14,609 | Closed |
|
|
MF
152
Magnetar Financial
Evanston,
Illinois
| – | -$212K | -11,292 | Closed |
|
|
GCP
153
GSA Capital Partners
London,
United Kingdom
| – | -$206K | -10,961 | Closed |
|
154
Squarepoint
New York
| – | -$205K | -10,890 | Closed |
|
155
Verition Fund Management
Greenwich,
Connecticut
| – | -$202K | -10,761 | Closed |
|
156
Walleye Capital
New York
| – | -$195K | -10,360 | Closed |
|
157
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$130K | -6,934 | Closed |
|
|
GT
158
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$7K | -411 | Closed |
|
159
Lazard Asset Management
New York
| – | -$2K | -142 | Closed |
|
|
PA
160
Parallel Advisors
San Francisco,
California
| – | -$3K | -142 | Closed |
|
|
SIM
161
Sonora Investment Management
Tucson,
Arizona
| – | -$1K | -61 | Closed |
|
|
VCM
162
Versant Capital Management
Phoenix,
Arizona
| – | -$877 | -42 | -82% |
|
EPAC Hedge Fund Activity: Q4 2020 in Review
144 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2020, worth a combined $1.39B — up 22% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EPAC positions and 19 closed out — a net gain of 2 holders — while 34 added to existing stakes and 60 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $20.6M. The largest seller was Goldman Sachs, cutting an estimated $19.5M.
- 144 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2020, up from 142 in Q3 2020.
- Funds reported $1.39B of Enerpac Tool Group stock for Q4 2020, up 22% quarter-over-quarter.
- 21 funds opened new Enerpac Tool Group positions in Q4 2020 and 19 closed out, a net change of +2 holders.
- The largest Enerpac Tool Group buyer in Q4 2020 was T. Rowe Price Associates, an estimated $20.6M added.
- The largest Enerpac Tool Group seller in Q4 2020 was Goldman Sachs, an estimated $19.5M sold.
Based on aggregated 13F filings for Q4 2020.