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Enerpac Tool Group
EPAC

194 hedge funds and large institutions have $1.66B invested in Enerpac Tool Group in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $1.42B → $1.66B (+$245M)

10% more funds holding

Funds holding: 177 → 194 (+17)

3.24% more ownership

Funds ownership: 95.48% → 98.72% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.38M

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
62
Reduced
67
Closed
16
Calls
$1.01M
Puts
$2.38M
Net Calls
-$1.38M
Net Calls Change
-$1.37M

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$70.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.64M
4
KCM
Kennedy Capital Management
Missouri
+$6.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
-$107M
2
SAM
Southernsun Asset Management
Tennessee
-$10.4M
3
RJA
Raymond James & Associates
Florida
-$10.3M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$6.8M
5
HA
Heartland Advisors
Wisconsin
-$5.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
176
Mechanics Financial Corp
Ohio
$3.89K – – –
LWANC
177
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.39K – – –
VCM
178
Versant Capital Management
Arizona
$3.33K -$9.9K -347 -76%
Osaic Holdings
179
Osaic Holdings
Arizona
$2.67K -$1.66K -58 -40%
BF
180
BOK Financial
Oklahoma
$2.61K – – –
PK
181
Pflug Koory
Nebraska
$2.52K – – –
APW
182
Atlantic Private Wealth
North Carolina
$1.8K – – –
S
183
SignatureFD
Georgia
$1.62K – – –
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$1.59K – – –
PS
185
Principal Securities
Iowa
$1.46K +$1.34K +47 New
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$1.24K – – –
BTI
187
Blue Trust Inc
Georgia
$1K +$1.4K +49 New
Lazard Asset Management
188
Lazard Asset Management
New York
$1K +$1.71K +60 New
PFBT
189
Parkside Financial Bank & Trust
Missouri
$964 -$5.93K -208 -87%
Fuller & Thaler Asset Management
190
Fuller & Thaler Asset Management
California
$839 – – –
BIA
191
Bell Investment Advisors
California
$747 – – –
FFA
192
Farther Finance Advisors
California
$497 +$456 +16 New
AWM
193
Abound Wealth Management
Tennessee
$405 +$57 +2 +18%
CCP
194
Clarkston Capital Partners
Michigan
– -$107M -4,040,095 Closed
RJA
195
Raymond James & Associates
Florida
– -$10.3M -390,356 Closed
SG Americas Securities
196
SG Americas Securities
New York
– -$1.17M -44,222 Closed
OQS
197
Occudo Quantitative Strategies
Florida
– -$753K -28,478 Closed
DFCM
198
Dark Forest Capital Management
Puerto Rico
– -$599K -22,649 Closed
RJT
199
Raymond James Trust
Florida
– -$451K -17,064 Closed
SIA
200
SkyView Investment Advisors
New Jersey
– -$395K -14,946 Closed
5 6 7
8
9

EPAC Hedge Fund Activity: Q4 2023 in Review

194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2023, worth a combined $1.66B — up 17% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EPAC positions and 16 closed out — a net gain of 18 holders — while 62 added to existing stakes and 67 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $70.2M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $107M sold.

  • 194 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $1.66B of Enerpac Tool Group stock for Q4 2023, up 17% quarter-over-quarter.
  • 34 funds opened new Enerpac Tool Group positions in Q4 2023 and 16 closed out, a net change of +18 holders.
  • The largest Enerpac Tool Group buyer in Q4 2023 was Champlain Investment Partners, an estimated $70.2M added.
  • The largest Enerpac Tool Group seller in Q4 2023 was Clarkston Capital Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2023.