Enerpac Tool Group
EPAC
178 hedge funds and large institutions have $1.59B invested in Enerpac Tool Group in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 28 closing their positions.
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
12% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 57
10% more capital invested
Capital invested by funds: $1.45B → $1.59B (+$142M)
4% more funds holding
Funds holding: 171 → 178 (+7)
94% less call options, than puts
Call options by funds: $26K | Put options by funds: $431K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$12.5M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.4M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$12.2M |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$33.6M |
| 2 |
First Manhattan
New York
|
-$22.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$18.7M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$15.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$15.2M |
EPAC Hedge Fund Activity: Q4 2016 in Review
178 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2016, worth a combined $1.59B — up 9.8% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new EPAC positions and 28 closed out — a net gain of 9 holders — while 64 added to existing stakes and 57 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $15M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $33.6M.
- 178 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2016, up from 171 in Q3 2016.
- Funds reported $1.59B of Enerpac Tool Group stock for Q4 2016, up 9.8% quarter-over-quarter.
- 37 funds opened new Enerpac Tool Group positions in Q4 2016 and 28 closed out, a net change of +9 holders.
- The largest Enerpac Tool Group buyer in Q4 2016 was Royal Bank of Canada, an estimated $15M added.
- The largest Enerpac Tool Group seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $33.6M sold.
Based on aggregated 13F filings for Q4 2016.