Enerpac Tool Group
EPAC
194 hedge funds and large institutions have $1.38B invested in Enerpac Tool Group in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 21 closing their positions.
141% more call options, than puts
Call options by funds: $275K | Put options by funds: $114K
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
37% more capital invested
Capital invested by funds: $1B → $1.38B (+$375M)
12% more funds holding
Funds holding: 173 → 194 (+21)
1.1% more ownership
Funds ownership: 96.85% → 97.95% (+1.1%)
30% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$19.1M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$13.3M |
| 3 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$8.63M |
| 4 |
Millennium Management
New York
|
+$7.47M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$40.8M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$17.8M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$11.9M |
| 4 |
Pzena Investment Management
New York
|
-$11.4M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
201
Aquatic Capital Management
Chicago,
Illinois
| – | -$319K | -17,900 | Closed |
|
|
YIH
202
Y-Intercept (HK)
Hong Kong
| – | -$221K | -12,390 | Closed |
|
|
BCM
203
Bayesian Capital Management
Brooklyn,
New York
| – | -$198K | -11,124 | Closed |
|
|
TSS
204
Two Sigma Securities
New York
| – | -$194K | -10,877 | Closed |
|
|
AIM
205
Aigen Investment Management
New York
| – | -$190K | -10,662 | Closed |
|
|
PI
206
PEAK6 Investments
Chicago,
Illinois
| – | -$40K | -2,219 | Closed |
|
|
PHK
207
Point72 Hong Kong
Hong Kong
| – | -$16K | -923 | Closed |
|
|
CA
208
Crewe Advisors
Salt Lake City,
Utah
| – | -$4K | -216 | Closed |
|
|
SWM
209
Spire Wealth Management
Mclean,
Virginia
| – | -$4K | -200 | Closed |
|
210
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -93 | Closed |
|
211
Rockefeller Capital Management
New York
| – | -$1K | -67 | Closed |
|
|
C
212
Covestor
London,
United Kingdom
| – | -$72 | -3 | -33% |
|
EPAC Hedge Fund Activity: Q4 2022 in Review
194 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2022, worth a combined $1.38B — up 37% from $1B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new EPAC positions and 21 closed out — a net gain of 21 holders — while 52 added to existing stakes and 74 trimmed.
The largest buyer was Nuveen, adding an estimated $19.1M. The largest seller was Wellington Management Group, cutting an estimated $40.8M.
- 194 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2022, up from 173 in Q3 2022.
- Funds reported $1.38B of Enerpac Tool Group stock for Q4 2022, up 37% quarter-over-quarter.
- 42 funds opened new Enerpac Tool Group positions in Q4 2022 and 21 closed out, a net change of +21 holders.
- The largest Enerpac Tool Group buyer in Q4 2022 was Nuveen, an estimated $19.1M added.
- The largest Enerpac Tool Group seller in Q4 2022 was Wellington Management Group, an estimated $40.8M sold.
Based on aggregated 13F filings for Q4 2022.