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Enerpac Tool Group

244 hedge funds and large institutions have $2.27B invested in Enerpac Tool Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $616K | Put options by funds: $197K

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

4% more funds holding

Funds holding: 234244 (+10)

1.34% more ownership

Funds ownership: 100.06%101.41% (+1.3%)

0% less capital invested

Capital invested by funds: $2.28B → $2.27B (-$9.31M)

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
73
Reduced
81
Closed
42
Calls
$616K
Puts
$197K
Net Calls
+$419K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$32K
SN
202
Sittner & Nelson
Oregon
$28.7K
AssetMark Inc
203
AssetMark Inc
California
$28.6K +$31.8K +695 New
BTI
204
Blue Trust Inc
Georgia
$24.5K +$27.3K +596 New
BOJHT
205
Bank of Jackson Hole Trust
Wyoming
$24.2K +$27K +589 New
AAG
206
Armstrong Advisory Group
Massachusetts
$21.8K
CA
207
Clearstead Advisors
Ohio
$18.7K +$20.9K +456 New
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.9K -$1.83K -40 -8%
HNB
209
Huntington National Bank
Ohio
$17.4K +$19.1K +418 +8,360%
WT
210
Whittier Trust
California
$14.8K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$14.3K +$687 +15 +5%
CAS
212
Coppell Advisory Solutions
Texas
$9.93K
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$9.9K
AAP
214
Arax Advisory Partners
Colorado
$9.82K -$1.69K -37 -13%
MFC
215
Mechanics Financial Corp
Ohio
$9.24K
NA
216
NewEdge Advisors
Louisiana
$8.42K +$9.38K +205 New
WWM
217
Wolff Wiese Magana
California
$7.52K +$8.38K +183 New
QL
218
Quarry LP
New York
$7.27K -$29.9K -653 -79%
Osaic Holdings
219
Osaic Holdings
Arizona
$5.43K -$366 -8 -6%
RL
220
Rogco LP
Oklahoma
$5.34K
UB
221
UMB Bank
Missouri
$5.05K
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.48K
VCM
223
Versant Capital Management
Arizona
$4.4K
CMBA
224
C.M. Bidwell & Associates
Hawaii
$3.12K +$3.48K +76 New
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.12K -$239K -5,212 -99%

EPAC Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2024, worth a combined $2.27B — down 0.41% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPAC positions and 42 closed out — a net gain of 10 holders — while 73 added to existing stakes and 81 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $23.9M. The largest seller was Champlain Investment Partners, cutting an estimated $38.1M.

  • 244 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $2.27B of Enerpac Tool Group stock for Q4 2024, down 0.41% quarter-over-quarter.
  • 52 funds opened new Enerpac Tool Group positions in Q4 2024 and 42 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q4 2024 was GW&K Investment Management, an estimated $23.9M added.
  • The largest Enerpac Tool Group seller in Q4 2024 was Champlain Investment Partners, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2024.