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Enerpac Tool Group

234 hedge funds and large institutions have $2.28B invested in Enerpac Tool Group in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,905% more call options, than puts

Call options by funds: $762K | Put options by funds: $38K

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$194M)

7% more funds holding

Funds holding: 219234 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 100.47%100.06% (-0.41%)

25% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 91

Holders
234
Holders Change
+15
Holders Change %
+6.85%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
68
Reduced
91
Closed
22
Calls
$762K
Puts
$38K
Net Calls
+$724K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
176
Mechanics Bank - Trust Department
California
$210K +$201K +5,011 New
GF
177
Gabelli Funds
New York
$209K +$201K +5,000 New
Acadian Asset Management
178
Acadian Asset Management
Massachusetts
$195K +$187K +4,668 New
CIM
179
Chiron Investment Management
New York
$184K +$176K +4,391 New
Lazard Asset Management
180
Lazard Asset Management
New York
$183K +$117K +2,906 +198%
PD
181
Point72 (DIFC)
United Arab Emirates
$178K +$171K +4,257 New
TRCT
182
Tower Research Capital (TRC)
New York
$147K -$317K -7,896 -69%
ACM
183
Aquatic Capital Management
Illinois
$146K +$140K +3,485 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$126K -$120 -3 -0.1%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$104K +$3.25K +81 +3%
UFF
186
USA Financial Formulas
Michigan
$79.4K +$10.2K +254 +15%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$79K -$15.2K -378 -17%
QCG
188
Quadrant Capital Group
Ohio
$63.8K -$321 -8 -0.5%
KBC Group
189
KBC Group
Belgium
$56K
CFM
190
Catalyst Funds Management
Australia
$54.5K +$52.1K +1,300 New
DB
191
Danske Bank
Denmark
$50.3K +$48.1K +1,200 New
PAS
192
Point72 Asia (Singapore)
Singapore
$42.2K +$40.4K +1,008 New
GI
193
GAMMA Investing
California
$41.9K +$9.54K +238 +31%
ETC
194
Exchange Traded Concepts
Oklahoma
$39.9K +$38.2K +952 New
QL
195
Quarry LP
New York
$34.8K +$17.5K +436 +111%
AF
196
Allworth Financial
California
$29.8K -$962 -24 -3%
SN
197
Sittner & Nelson
Oregon
$29.2K
Simplex Trading
198
Simplex Trading
Illinois
$24K -$53.5K -1,334 -70%
AAG
199
Armstrong Advisory Group
Massachusetts
$22.2K
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.9K -$1.68K -42 -8%

EPAC Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2024, worth a combined $2.28B — up 9.3% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPAC positions and 22 closed out — a net gain of 16 holders — while 68 added to existing stakes and 91 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $33.3M. The largest seller was Champlain Investment Partners, cutting an estimated $43.1M.

  • 234 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2024, up from 219 in Q2 2024.
  • Funds reported $2.28B of Enerpac Tool Group stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 38 funds opened new Enerpac Tool Group positions in Q3 2024 and 22 closed out, a net change of +16 holders.
  • The largest Enerpac Tool Group buyer in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q3 2024 was Champlain Investment Partners, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.