Enerpac Tool Group
EPAC
171 hedge funds and large institutions have $1.69B invested in Enerpac Tool Group in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 54 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
33% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 54
25% more call options, than puts
Call options by funds: $389K | Put options by funds: $310K
3% more funds holding
Funds holding: 166 → 171 (+5)
4% more capital invested
Capital invested by funds: $1.63B → $1.69B (+$58.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$14.8M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
+$9.91M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$7.06M |
| 4 |
Renaissance Technologies
New York
|
+$5.68M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$17.6M |
| 2 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$17.5M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$12.5M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$11.2M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$7.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
176
PEAK6 Group
Chicago,
Illinois
| – | -$337K | -13,695 | Closed |
|
|
BC
177
Brinker Capital
Berwyn,
Pennsylvania
| – | -$332K | -13,506 | Closed |
|
178
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$298K | -12,200 | Closed |
|
179
Squarepoint
New York
| – | -$237K | -9,625 | Closed |
|
|
SFM
180
Systematic Financial Management
Teaneck,
New Jersey
| – | -$233K | -9,475 | Closed |
|
181
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$68K | -2,746 | Closed |
|
182
Walleye Trading
New York
| – | -$10 | -400 | Closed |
|
|
NA
183
NewEdge Advisors
New Orleans,
Louisiana
| – | -$6.17K | -250 | Closed |
|
|
LWCFA
184
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$3K | -129 | Closed |
|
185
Creative Planning
Overland Park,
Kansas
| – | -$1K | -35 | Closed |
|
|
SMG
186
Spectrum Management Group
Indianapolis,
Indiana
| – | +$245 | +10 | New |
|
EPAC Hedge Fund Activity: Q3 2017 in Review
171 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2017, worth a combined $1.69B — up 3.6% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EPAC positions and 15 closed out — a net gain of 7 holders — while 72 added to existing stakes and 54 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $14.8M. The largest seller was Victory Capital Management, cutting an estimated $17.6M.
- 171 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2017, up from 166 in Q2 2017.
- Funds reported $1.69B of Enerpac Tool Group stock for Q3 2017, up 3.6% quarter-over-quarter.
- 22 funds opened new Enerpac Tool Group positions in Q3 2017 and 15 closed out, a net change of +7 holders.
- The largest Enerpac Tool Group buyer in Q3 2017 was Pzena Investment Management, an estimated $14.8M added.
- The largest Enerpac Tool Group seller in Q3 2017 was Victory Capital Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q3 2017.