Enerpac Tool Group
EPAC
165 hedge funds and large institutions have $1.52B invested in Enerpac Tool Group in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 26 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 51
3% more capital invested
Capital invested by funds: $1.47B → $1.52B (+$48.6M)
3% less funds holding
Funds holding: 170 → 165 (-5)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
93% less call options, than puts
Call options by funds: $37K | Put options by funds: $499K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$27.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$13.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.6M |
| 4 |
Millennium Management
New York
|
+$5.29M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$13.8M |
| 2 |
Goldman Sachs
New York
|
-$13.6M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$11.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$8.84M |
EPAC Hedge Fund Activity: Q1 2016 in Review
165 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2016, worth a combined $1.52B — up 3.3% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of EPAC and 23 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 69 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $27.1M. The largest seller was Boston Partners, cutting an estimated $13.8M.
- 165 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2016, down from 170 in Q4 2015.
- Funds reported $1.52B of Enerpac Tool Group stock for Q1 2016, up 3.3% quarter-over-quarter.
- 23 funds opened new Enerpac Tool Group positions in Q1 2016 and 26 closed out, a net change of -3 holders.
- The largest Enerpac Tool Group buyer in Q1 2016 was Thrivent Financial for Lutherans, an estimated $27.1M added.
- The largest Enerpac Tool Group seller in Q1 2016 was Boston Partners, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2016.