Enerpac Tool Group
EPAC
166 hedge funds and large institutions have $1.63B invested in Enerpac Tool Group in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 16 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 40
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
4% more funds holding
Funds holding: 159 → 166 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $1.67B → $1.63B (-$36.3M)
100% less call options, than puts
Call options by funds: $7K | Put options by funds: $1.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$30.3M |
| 2 |
Neuberger Berman Group
New York
|
+$14.8M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$12.1M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$11.6M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$12.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$9.09M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$9.07M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$6.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
176
Virtu KCG Holdings
New York
| – | -$416K | -15,785 | Closed |
|
|
PTC
177
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| – | -$410K | -15,575 | Closed |
|
178
ProShare Advisors
Bethesda,
Maryland
| – | -$224K | -8,484 | Closed |
|
|
CSS
179
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$102K | -3,860 | Closed |
|
|
PCM
180
Prelude Capital Management
New York
| – | -$74K | -2,805 | Closed |
|
|
PHK
181
Point72 Hong Kong
Hong Kong
| – | -$29K | -1,083 | Closed |
|
|
PFBT
182
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$692 | -27 | -60% |
|
EPAC Hedge Fund Activity: Q2 2017 in Review
166 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2017, worth a combined $1.63B — down 2.2% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EPAC positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 40 trimmed.
The largest buyer was Southernsun Asset Management, adding an estimated $30.3M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $12.8M sold.
- 166 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2017, up from 159 in Q1 2017.
- Funds reported $1.63B of Enerpac Tool Group stock for Q2 2017, down 2.2% quarter-over-quarter.
- 23 funds opened new Enerpac Tool Group positions in Q2 2017 and 16 closed out, a net change of +7 holders.
- The largest Enerpac Tool Group buyer in Q2 2017 was Southernsun Asset Management, an estimated $30.3M added.
- The largest Enerpac Tool Group seller in Q2 2017 was Waddell & Reed Financial, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2017.