We are live on ! Find out more
EPAC icon

Enerpac Tool Group

177 hedge funds and large institutions have $1.83B invested in Enerpac Tool Group in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% more funds holding

Funds holding: 176177 (+1)

9% less capital invested

Capital invested by funds: $2B → $1.83B (-$173M)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

42% less call options, than puts

Call options by funds: $639K | Put options by funds: $1.11M

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
56
Reduced
68
Closed
19
Calls
$639K
Puts
$1.11M
Net Calls
-$471K
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$243M +$7.44M +258,071 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$2.91M +101,101 +2%
SAM
3
Southeastern Asset Management
Tennessee
$165M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$134M +$6.11M +212,193 +5%
Pzena Investment Management
5
Pzena Investment Management
New York
$121M +$1.29M +44,639 +1%
CCP
6
Clarkston Capital Partners
Michigan
$74.2M -$1.64M -57,059 -2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.2M -$634K -21,995 -0.9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$66M -$212K -7,365 -0.3%
State Street
9
State Street
Massachusetts
$60.2M -$907K -31,475 -1%
FCM
10
Frontier Capital Management
Massachusetts
$46M +$3.7M +128,407 +8%
SAM
11
Southernsun Asset Management
Tennessee
$39.4M -$12.6M -438,348 -24%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$37.6M -$29.8M -1,034,018 -43%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$37.1M -$19.7M -681,922 -34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.7M -$5.29M -183,690 -13%
Jennison Associates
15
Jennison Associates
New York
$29.4M -$158K -5,485 -0.5%
Norges Bank
16
Norges Bank
Norway
$27.6M +$4.71M +163,584 +20%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$25.6M -$861K -29,868 -3%
WCM
18
Wedge Capital Management
North Carolina
$24M -$1.81M -62,856 -7%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$23.2M -$6.29M -218,409 -21%
Northern Trust
20
Northern Trust
Illinois
$22.4M +$419K +14,549 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.8M +$631K +21,898 +3%
ICOM
22
Investment Counselors of Maryland
Maryland
$20.8M +$13.6K +471 +0.1%
CB
23
Cooke & Bieler
Pennsylvania
$20.3M +$2.89M +100,140 +16%
Charles Schwab
24
Charles Schwab
California
$18.6M +$425K +14,763 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$16.7M +$953K +33,063 +6%

EPAC Hedge Fund Activity: Q3 2018 in Review

177 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2018, worth a combined $1.83B — down 8.6% from $2B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPAC positions and 19 closed out — a net gain of 2 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $7.44M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 177 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2018, up from 176 in Q2 2018.
  • Funds reported $1.83B of Enerpac Tool Group stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 21 funds opened new Enerpac Tool Group positions in Q3 2018 and 19 closed out, a net change of +2 holders.
  • The largest Enerpac Tool Group buyer in Q3 2018 was BlackRock, an estimated $7.44M added.
  • The largest Enerpac Tool Group seller in Q3 2018 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2018.