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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$70.2M |
| 2 |
Morgan Stanley
New York
|
+$24.8M |
| 3 |
Bank of New York Mellon
New York
|
+$8.64M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$6.5M |
| 5 |
Renaissance Technologies
New York
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$107M |
| 2 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$10.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.3M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$6.8M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
201
Brown Brothers Harriman & Co
New York
| – | -$354K | -13,378 | Closed |
|
|
QC
202
Quantedge Capital
Singapore
| – | -$283K | -10,692 | Closed |
|
|
IIC
203
Ironwood Investment Counsel
Scottsdale,
Arizona
| – | -$240K | -10,671 | Closed |
|
|
PCM
204
Prelude Capital Management
New York
| – | -$276K | -10,436 | Closed |
|
|
OR
205
Olympiad Research
Stamford,
Connecticut
| – | -$272K | -10,278 | Closed |
|
|
QT
206
Quantbot Technologies
New York
| – | -$87.4K | -3,306 | Closed |
|
207
Simplex Trading
Chicago,
Illinois
| – | -$30.1K | -1,056 | Closed |
|
|
PPC
208
Park Place Capital
Homewood,
Alabama
| – | -$15.1K | -572 | Closed |
|
|
IA
209
IFP Advisors
Tampa,
Florida
| – | -$9.78K | -370 | Closed |
|
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.