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Enerpac Tool Group

234 hedge funds and large institutions have $2.28B invested in Enerpac Tool Group in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,905% more call options, than puts

Call options by funds: $762K | Put options by funds: $38K

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$194M)

7% more funds holding

Funds holding: 219234 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 100.47%100.06% (-0.41%)

25% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 91

Holders
234
Holders Change
+15
Holders Change %
+6.85%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
68
Reduced
91
Closed
22
Calls
$762K
Puts
$38K
Net Calls
+$724K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
151
Corient Private Wealth
Florida
$333K -$10.9K -272 -3%
US Bancorp
152
US Bancorp
Minnesota
$332K +$3.85K +96 +1%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$330K -$411K -10,252 -57%
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$324K -$1.64M -40,897 -84%
Verition Fund Management
155
Verition Fund Management
Connecticut
$323K +$309K +7,716 New
Two Sigma Advisers
156
Two Sigma Advisers
New York
$314K -$196K -4,900 -40%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$305K +$40.7K +1,014 +17%
AIMCA
158
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$297K +$285K +7,100 New
TFS
159
Thoroughbred Financial Services
Tennessee
$288K -$11.1K -278 -4%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$280K
MIA
161
MainStreet Investment Advisors
Illinois
$277K -$59.2K -1,477 -18%
CMF
162
Counterpoint Mutual Funds
California
$263K -$209K -5,217 -45%
PHK
163
Point72 Hong Kong
Hong Kong
$243K +$232K +5,793 New
NRD
164
Nebula Research & Development
New York
$243K -$116K -2,882 -33%
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$242K -$7.58K -189 -3%
BCI
166
Brinker Capital Investments
Pennsylvania
$238K -$3.37K -84 -1%
OPS
167
Orion Portfolio Solutions
Nebraska
$238K -$3.37K -84 -1%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$235K +$225K +5,618 New
HWAM
169
Hennion & Walsh Asset Management
New Jersey
$228K +$3.97K +99 +2%
AIP
170
Ameritas Investment Partners
Nebraska
$223K
JFGIW
171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$221K -$72.3K -1,802 -25%
Man Group
172
Man Group
United Kingdom
$220K -$67.4K -1,680 -24%
DC
173
Diametric Capital
Massachusetts
$218K +$209K +5,214 New
PCM
174
Prelude Capital Management
New York
$216K +$206K +5,145 New
Pacer Advisors
175
Pacer Advisors
Pennsylvania
$215K +$205K +5,122 New

EPAC Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2024, worth a combined $2.28B — up 9.3% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPAC positions and 22 closed out — a net gain of 16 holders — while 68 added to existing stakes and 91 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $33.3M. The largest seller was Champlain Investment Partners, cutting an estimated $43.1M.

  • 234 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2024, up from 219 in Q2 2024.
  • Funds reported $2.28B of Enerpac Tool Group stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 38 funds opened new Enerpac Tool Group positions in Q3 2024 and 22 closed out, a net change of +16 holders.
  • The largest Enerpac Tool Group buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q3 2024 was Champlain Investment Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.