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Enerpac Tool Group

173 hedge funds and large institutions have $1.35B invested in Enerpac Tool Group in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

2% less funds holding

Funds holding: 177173 (-4)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

26% less capital invested

Capital invested by funds: $1.83B → $1.35B (-$477M)

55% less call options, than puts

Call options by funds: $800K | Put options by funds: $1.76M

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
55
Closed
26
Calls
$800K
Puts
$1.76M
Net Calls
-$963K
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$187M +$4.47M +183,345 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$3.24M +133,058 +2%
SAM
3
Southeastern Asset Management
Tennessee
$124M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$103M +$2.71M +111,329 +2%
Pzena Investment Management
5
Pzena Investment Management
New York
$91.2M +$214K +8,803 +0.2%
CCP
6
Clarkston Capital Partners
Michigan
$64.3M +$9.8M +402,254 +15%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.4M +$5.96M +244,638 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$48.5M -$1.32M -53,985 -2%
State Street
9
State Street
Massachusetts
$45M -$350K -14,381 -0.7%
FCM
10
Frontier Capital Management
Massachusetts
$34.6M -$3.51K -144 -0%
SAM
11
Southernsun Asset Management
Tennessee
$26.3M -$3.95M -162,186 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25M -$2.1M -86,243 -7%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$24.9M -$3.99M -163,864 -12%
Norges Bank
14
Norges Bank
Norway
$23.3M +$2.88M +118,203 +12%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$18.1M -$1.33M -54,393 -6%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$17.2M -$318K -13,037 -2%
Northern Trust
17
Northern Trust
Illinois
$16.7M -$216K -8,872 -1%
ICOM
18
Investment Counselors of Maryland
Maryland
$15.9M +$345K +14,152 +2%
CB
19
Cooke & Bieler
Pennsylvania
$15.9M +$704K +28,890 +4%
WCM
20
Wedge Capital Management
North Carolina
$15.6M -$2.76M -113,105 -13%
Jennison Associates
21
Jennison Associates
New York
$15.6M -$7.57M -310,582 -29%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$15.5M -$154K -6,328 -0.8%
CSC
23
Cove Street Capital
California
$14.2M +$5.97M +244,925 +57%
Charles Schwab
24
Charles Schwab
California
$13.5M -$564K -23,150 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$13.5M +$1.07M +44,102 +7%

EPAC Hedge Fund Activity: Q4 2018 in Review

173 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2018, worth a combined $1.35B — down 26% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EPAC and 22 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 65 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $9.8M. The largest seller was VOYA Investment Management, cutting an estimated $31.2M.

  • 173 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2018, down from 177 in Q3 2018.
  • Funds reported $1.35B of Enerpac Tool Group stock for Q4 2018, down 26% quarter-over-quarter.
  • 22 funds opened new Enerpac Tool Group positions in Q4 2018 and 26 closed out, a net change of -4 holders.
  • The largest Enerpac Tool Group buyer in Q4 2018 was Clarkston Capital Partners, an estimated $9.8M added.
  • The largest Enerpac Tool Group seller in Q4 2018 was VOYA Investment Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2018.