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Enerpac Tool Group

173 hedge funds and large institutions have $1B invested in Enerpac Tool Group in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

16% more funds holding

Funds holding: 149173 (+24)

0.93% less ownership

Funds ownership: 97.78%96.85% (-0.93%)

11% less capital invested

Capital invested by funds: $1.13B → $1B (-$122M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

57% less call options, than puts

Call options by funds: $71K | Put options by funds: $165K

Holders
173
Holders Change
+24
Holders Change %
+16.11%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
53
Reduced
64
Closed
8
Calls
$71K
Puts
$165K
Net Calls
-$94K
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$6K
UBS Group
152
UBS Group
Switzerland
$4K -$7.88K -405 -62%
CA
153
Crewe Advisors
Utah
$4K
SWM
154
Spire Wealth Management
Virginia
$4K
PFBT
155
Parkside Financial Bank & Trust
Missouri
$4K +$2.68K +138 +134%
PK
156
Pflug Koory
Nebraska
$3K
BTI
157
Blue Trust Inc
Georgia
$3K +$836 +43 +37%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$3K +$1.11K +57 +43%
TAIM
159
TD Ameritrade Investment Management
Nebraska
$2K -$486 -25 -22%
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
MFC
161
Mechanics Financial Corp
Ohio
$2K
Bessemer Group
162
Bessemer Group
New Jersey
$2K +$1.81K +93 New
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1K -$3.7K -190 -74%
LC
164
Lindbrook Capital
California
$1K -$2.02K -104 -73%
S
165
SignatureFD
Georgia
$1K -$1.32K -68 -57%
EWA
166
EverSource Wealth Advisors
Alabama
$1K +$564 +29 New
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$1K +$778 +40 New
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1K +$992 +51 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$187 -$12.8K -660 -6%
MPI
170
Mairs & Power Inc
Minnesota
-$1.08M -56,606 Closed
Lido Advisors
171
Lido Advisors
California
-$315K -16,570 Closed
KeyBank National Association
172
KeyBank National Association
Ohio
-$301K -15,837 Closed
OC
173
Oppenheimer & Co
New York
-$212K -11,150 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
-$43K -2,269 Closed
GRP
175
Global Retirement Partners
California
-$1K -47 Closed

EPAC Hedge Fund Activity: Q3 2022 in Review

173 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2022, worth a combined $1B — down 11% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EPAC positions and 8 closed out — a net gain of 25 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.88M. The largest seller was T. Rowe Price Associates, cutting an estimated $122M.

  • 173 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2022, up from 149 in Q2 2022.
  • Funds reported $1B of Enerpac Tool Group stock for Q3 2022, down 11% quarter-over-quarter.
  • 33 funds opened new Enerpac Tool Group positions in Q3 2022 and 8 closed out, a net change of +25 holders.
  • The largest Enerpac Tool Group buyer in Q3 2022 was Citadel Advisors, an estimated $7.88M added.
  • The largest Enerpac Tool Group seller in Q3 2022 was T. Rowe Price Associates, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2022.