Enerpac Tool Group
EPAC
168 hedge funds and large institutions have $1.56B invested in Enerpac Tool Group in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 19 closing their positions.
15% more capital invested
Capital invested by funds: $1.35B → $1.56B (+$205M)
15% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 55
3% less funds holding
Funds holding: 173 → 168 (-5)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
82% less call options, than puts
Call options by funds: $370K | Put options by funds: $2.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.12M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$7.46M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$4.73M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.45M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.58M |
| 3 |
JP Morgan Chase
New York
|
-$6.01M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.67M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
176
Assured Investment Management
New York
| – | -$241K | -11,463 | Closed |
|
|
PI
177
PEAK6 Investments
Chicago,
Illinois
| – | -$173K | -8,231 | Closed |
|
|
PCM
178
Prelude Capital Management
New York
| – | -$113K | -5,376 | Closed |
|
|
CG
179
Cutler Group
San Francisco,
California
| – | -$63.2K | -2,700 | Closed |
|
180
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -400 | Closed |
|
|
MNBTD
181
Moody National Bank Trust Division
Galveston,
Texas
| – | -$5K | -215 | Closed |
|
|
JA
182
JOYN Advisors
Atlanta,
Georgia
| – | -$4K | -174 | Closed |
|
|
PWMG
183
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -63 | Closed |
|
|
PCG
184
Private Capital Group
West Hartford,
Connecticut
| – | -$1.03K | -44 | -96% |
|
EPAC Hedge Fund Activity: Q1 2019 in Review
168 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2019, worth a combined $1.56B — up 15% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EPAC and 15 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 63 added.
The largest buyer was Vanguard Group, adding an estimated $8.12M. The largest seller was Morgan Stanley, cutting an estimated $8.2M.
- 168 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2019, down from 173 in Q4 2018.
- Funds reported $1.56B of Enerpac Tool Group stock for Q1 2019, up 15% quarter-over-quarter.
- 15 funds opened new Enerpac Tool Group positions in Q1 2019 and 19 closed out, a net change of -4 holders.
- The largest Enerpac Tool Group buyer in Q1 2019 was Vanguard Group, an estimated $8.12M added.
- The largest Enerpac Tool Group seller in Q1 2019 was Morgan Stanley, an estimated $8.2M sold.
Based on aggregated 13F filings for Q1 2019.