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Enerpac Tool Group

219 hedge funds and large institutions have $2.08B invested in Enerpac Tool Group in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$189M)

3% more funds holding

Funds holding: 212219 (+7)

2.55% more ownership

Funds ownership: 97.92%100.47% (+2.5%)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
68
Reduced
83
Closed
28
Calls
$672K
Puts
Net Calls
+$672K
Net Calls Change
+$664K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$299K +$274K +7,394 +1,700%
QC
152
Quadrature Capital
United Kingdom
$290K -$266K -7,173 -49%
XT
153
XTX Topco
Cayman Islands
$286K +$9.3K +251 +3%
TFS
154
Thoroughbred Financial Services
Tennessee
$273K +$266K +7,170 New
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$270K +$29.9K +808 +13%
AC
156
Aristides Capital
Kentucky
$268K +$260K +7,008 New
Man Group
157
Man Group
United Kingdom
$265K -$587K -15,825 -70%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$255K
Wolverine Trading
159
Wolverine Trading
Illinois
$241K +$234K +6,322 New
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$228K -$23.2K -625 -9%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$226K +$219K +5,922 New
BCI
162
Brinker Capital Investments
Pennsylvania
$220K +$213K +5,754 New
OPS
163
Orion Portfolio Solutions
Nebraska
$220K +$213K +5,754 New
OAC
164
OMERS Administration Corp
Ontario, Canada
$218K +$211K +5,700 New
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$216K -$1.13M -30,405 -84%
AG
166
Algert Global
California
$208K +$202K +5,460 New
HWAM
167
Hennion & Walsh Asset Management
New Jersey
$204K +$198K +5,345 New
AIP
168
Ameritas Investment Partners
Nebraska
$203K -$14.2K -384 -7%
SOW
169
State of Wyoming
Wyoming
$133K +$129K +3,478 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$115K -$2.71K -73 -2%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$92.2K -$71.8K -1,937 -45%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$87K +$39.8K +1,073 +89%
Simplex Trading
173
Simplex Trading
Illinois
$73K +$70.9K +1,912 New
UFF
174
USA Financial Formulas
Michigan
$62.7K +$33.1K +893 +119%
QCG
175
Quadrant Capital Group
Ohio
$58.4K

EPAC Hedge Fund Activity: Q2 2024 in Review

219 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2024, worth a combined $2.08B — up 10% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPAC positions and 28 closed out — a net gain of 10 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $101M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $13.6M.

  • 219 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2024, up from 212 in Q1 2024.
  • Funds reported $2.08B of Enerpac Tool Group stock for Q2 2024, up 10% quarter-over-quarter.
  • 38 funds opened new Enerpac Tool Group positions in Q2 2024 and 28 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $101M added.
  • The largest Enerpac Tool Group seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.