Enerpac Tool Group
EPAC
143 hedge funds and large institutions have $1.59B invested in Enerpac Tool Group in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 17 closing their positions.
14% more capital invested
Capital invested by funds: $1.39B → $1.59B (+$194M)
6% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 50
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
1% less funds holding
Funds holding: 144 → 143 (-1)
1.44% less ownership
Funds ownership: 102.94% → 101.5% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.7M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$4.02M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$3.92M |
| 4 |
Jennison Associates
New York
|
+$3.52M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$13M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$12.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$11.6M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$4.83M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
151
Paloma Partners
Greenwich,
Connecticut
| – | -$245K | -10,830 | Closed |
|
|
LP
152
LMR Partners
London,
United Kingdom
| – | -$241K | -10,664 | Closed |
|
|
TI
153
Trexquant Investment
Stamford,
Connecticut
| – | -$213K | -9,410 | Closed |
|
|
PHK
154
Point72 Hong Kong
Hong Kong
| – | -$53K | -2,336 | Closed |
|
|
FTDI
155
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$40K | -1,752 | Closed |
|
156
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$37K | -1,627 | Closed |
|
|
ASN
157
Advisory Services Network
Atlanta,
Georgia
| – | -$17K | -737 | Closed |
|
|
VCG
158
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$13K | -576 | Closed |
|
|
PWPS
159
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$1K | -29 | Closed |
|
EPAC Hedge Fund Activity: Q1 2021 in Review
143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2021, worth a combined $1.59B — up 14% from $1.39B a quarter earlier.
Fund positioning in EPAC was balanced in Q1 2021: 17 funds opened new positions, 17 closed out, 53 added to existing stakes and 50 trimmed.
The largest buyer was BlackRock, adding an estimated $13.7M. The largest seller was Wellington Management Group, cutting an estimated $13M.
- 143 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2021, down from 144 in Q4 2020.
- Funds reported $1.59B of Enerpac Tool Group stock for Q1 2021, up 14% quarter-over-quarter.
- 17 funds opened new Enerpac Tool Group positions in Q1 2021 and 17 closed out, a net change of 0 holders.
- The largest Enerpac Tool Group buyer in Q1 2021 was BlackRock, an estimated $13.7M added.
- The largest Enerpac Tool Group seller in Q1 2021 was Wellington Management Group, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2021.