Enerpac Tool Group
EPAC
176 hedge funds and large institutions have $2B invested in Enerpac Tool Group in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
140% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $858K
24% more capital invested
Capital invested by funds: $1.61B → $2B (+$390M)
19% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 53
9% more funds holding
Funds holding: 162 → 176 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$40M |
| 2 |
BlackRock
New York
|
+$18.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$15.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.35M |
| 5 |
ECP
Elk Creek Partners
Denver,
Colorado
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$25.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$18.4M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$17.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$16.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
176
GHP Investment Advisors
Denver,
Colorado
| – | -$2.06M | -88,722 | Closed |
|
|
PI
177
Putnam Investments
Boston,
Massachusetts
| – | -$1.1M | -47,378 | Closed |
|
|
BCG
178
Barington Capital Group
New York
| – | -$814K | -35,000 | Closed |
|
179
Holocene Advisors
New York
| – | -$362K | -15,554 | Closed |
|
|
STA
180
Summit Trail Advisors
New York
| – | -$281K | -11,804 | Closed |
|
|
IIC
181
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$73K | -3,125 | Closed |
|
|
FCAG
182
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$21K | -915 | Closed |
|
|
ASN
183
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -108 | Closed |
|
|
IWM
184
IHT Wealth Management
Chicago,
Illinois
| – | -$1K | -50 | Closed |
|
|
FGAM
185
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -23 | Closed |
|
186
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$248 | +10 | New |
|
EPAC Hedge Fund Activity: Q2 2018 in Review
176 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2018, worth a combined $2B — up 24% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EPAC positions and 11 closed out — a net gain of 16 holders — while 63 added to existing stakes and 53 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $40M. The largest seller was Champlain Investment Partners, cutting an estimated $25.4M.
- 176 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2018, up from 162 in Q1 2018.
- Funds reported $2B of Enerpac Tool Group stock for Q2 2018, up 24% quarter-over-quarter.
- 27 funds opened new Enerpac Tool Group positions in Q2 2018 and 11 closed out, a net change of +16 holders.
- The largest Enerpac Tool Group buyer in Q2 2018 was Wellington Management Group, an estimated $40M added.
- The largest Enerpac Tool Group seller in Q2 2018 was Champlain Investment Partners, an estimated $25.4M sold.
Based on aggregated 13F filings for Q2 2018.