Enerpac Tool Group
EPAC
212 hedge funds and large institutions have $1.89B invested in Enerpac Tool Group in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 89 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $1.66B → $1.89B (+$231M)
9% more funds holding
Funds holding: 194 → 212 (+18)
1% more call options, than puts
Call options by funds: $849K | Put options by funds: $841K
0.8% less ownership
Funds ownership: 98.72% → 97.92% (-0.8%)
31% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 89
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$42.1M |
| 2 |
Neuberger Berman Group
New York
|
+$7.12M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$6.13M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$6M |
| 5 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$30.7M |
| 2 |
Morgan Stanley
New York
|
-$24.3M |
| 3 |
Jennison Associates
New York
|
-$8.88M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.13M |
| 5 |
Millennium Management
New York
|
-$4.05M |
EPAC Hedge Fund Activity: Q1 2024 in Review
212 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2024, worth a combined $1.89B — up 14% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EPAC positions and 16 closed out — a net gain of 19 holders — while 61 added to existing stakes and 89 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $42.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $30.7M.
- 212 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2024, up from 194 in Q4 2023.
- Funds reported $1.89B of Enerpac Tool Group stock for Q1 2024, up 14% quarter-over-quarter.
- 35 funds opened new Enerpac Tool Group positions in Q1 2024 and 16 closed out, a net change of +19 holders.
- The largest Enerpac Tool Group buyer in Q1 2024 was Kayne Anderson Rudnick Investment Management, an estimated $42.1M added.
- The largest Enerpac Tool Group seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $30.7M sold.
Based on aggregated 13F filings for Q1 2024.