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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
SAM
201
Smartleaf Asset Management
Massachusetts
$15.2K +$2.08K +52 +17%
WT
202
Whittier Trust
California
$15.1K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$13.9K +$1.24K +31 +10%
AAP
204
Arax Advisory Partners
Colorado
$11.6K
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$10.1K +$4.01K +100 +71%
CAS
206
Coppell Advisory Solutions
Texas
$10K
MFC
207
Mechanics Financial Corp
Ohio
$9.43K
Group One Trading
208
Group One Trading
Illinois
$8.63K +$8.26K +206 New
Osaic Holdings
209
Osaic Holdings
Arizona
$5.86K +$1.28K +32 +30%
RL
210
Rogco LP
Oklahoma
$5.45K
UB
211
UMB Bank
Missouri
$5.15K +$2.73K +68 +124%
LWANC
212
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.57K
VCM
213
Versant Capital Management
Arizona
$4.48K
AS
214
Altshuler Shaham
Israel
$3.94K +$3.77K +94 New
Russell Investments Group
215
Russell Investments Group
United Kingdom
$3.39K +$2.21K +55 +212%
PS
216
Principal Securities
Iowa
$2.85K +$401 +10 +17%
APW
217
Atlantic Private Wealth
North Carolina
$2.43K
CFB
218
Cullen/Frost Bankers
Texas
$2.35K -$1.56K -39 -41%
SCM
219
Sterling Capital Management
North Carolina
$2.35K +$2.25K +56 New
S
220
SignatureFD
Georgia
$2.18K
GRP
221
Global Retirement Partners
California
$2.1K -$6.86K -171 -77%
RIL
222
Rothschild Investment LLC
Illinois
$2.1K +$1.8K +45 +900%
CPA
223
Capital Performance Advisors
California
$1.59K +$1.52K +38 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.55K
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
$1.13K

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.