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Enerpac Tool Group

195 hedge funds and large institutions have $1.68B invested in Enerpac Tool Group in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

3% more funds holding

Funds holding: 190195 (+5)

15% less capital invested

Capital invested by funds: $1.98B → $1.68B (-$303M)

42% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less call options, than puts

Call options by funds: $193K | Put options by funds: $409K

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
49
Reduced
85
Closed
26
Calls
$193K
Puts
$409K
Net Calls
-$216K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$14K
WRM
177
Westport Resources Management
Connecticut
$14K
MA
178
MUFG Americas
New York
$9K
WA
179
WFG Advisors
Texas
$8K
NSIM
180
North Star Investment Management
Illinois
$7K +$8.06K +270 New
MFS
181
MSI Financial Services
Massachusetts
$6K
Bessemer Group
182
Bessemer Group
New Jersey
$5K
GAM
183
Gemmer Asset Management
California
$4K
LNB
184
Ledyard National Bank
$4K
TWA
185
TCI Wealth Advisors
Arizona
$4K
MCM
186
MV Capital Management
Maryland
$4K +$4.18K +140 New
Acadian Asset Management
187
Acadian Asset Management
Massachusetts
$4K +$4.66K +156 +2,600%
Simplex Trading
188
Simplex Trading
Illinois
$3K +$2.83K +95 New
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11K -$143K -4,802 -11%
TRCT
190
Tower Research Capital (TRC)
New York
$1K -$44.3K -1,486 -98%
NES
191
New England Securities
New York
$1K
CHP
192
Cable Hill Partners
Oregon
$1K +$597 +20 New
BRWA
193
B. Riley Wealth Advisors
Florida
$2 +$1.97K +66 New
B
194
Baird
Wisconsin
-$19.3M -631,321 Closed
DIA
195
Denver Investment Advisors
Colorado
-$18.9M -619,934 Closed
FAM
196
Fred Alger Management
New York
-$8.87M -290,520 Closed
NAM
197
Netols Asset Management
Wisconsin
-$6.4M -209,776 Closed
N
198
Nuveen
North Carolina
-$4.56M -149,428 Closed
EAM
199
Eagle Asset Management
Florida
-$3.33M -109,223 Closed
Neuberger Berman Group
200
Neuberger Berman Group
New York
-$2.68M -87,830 Closed

EPAC Hedge Fund Activity: Q4 2014 in Review

195 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2014, worth a combined $1.68B — down 15% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EPAC positions and 26 closed out — a net gain of 9 holders — while 49 added to existing stakes and 85 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $43.6M. The largest seller was Keeley Asset Management, cutting an estimated $25.9M.

  • 195 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2014, up from 190 in Q3 2014.
  • Funds reported $1.68B of Enerpac Tool Group stock for Q4 2014, down 15% quarter-over-quarter.
  • 35 funds opened new Enerpac Tool Group positions in Q4 2014 and 26 closed out, a net change of +9 holders.
  • The largest Enerpac Tool Group buyer in Q4 2014 was Cambiar Investors, an estimated $43.6M added.
  • The largest Enerpac Tool Group seller in Q4 2014 was Keeley Asset Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2014.