Enerpac Tool Group
EPAC
177 hedge funds and large institutions have $1.61B invested in Enerpac Tool Group in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 18 closing their positions.
91% more call options, than puts
Call options by funds: $533K | Put options by funds: $279K
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
17% more capital invested
Capital invested by funds: $1.38B → $1.61B (+$237M)
5% more funds holding
Funds holding: 168 → 177 (+9)
1.37% more ownership
Funds ownership: 102.13% → 103.5% (+1.4%)
17% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$13.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.9M |
| 3 |
Morgan Stanley
New York
|
+$11.7M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$7.39M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$7.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$40.7M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$21.3M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$11M |
| 4 |
Pzena Investment Management
New York
|
-$8.67M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.93M |
EPAC Hedge Fund Activity: Q4 2019 in Review
177 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2019, worth a combined $1.61B — up 17% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EPAC positions and 18 closed out — a net gain of 14 holders — while 53 added to existing stakes and 64 trimmed.
The largest buyer was Advisory Research, adding an estimated $13.3M. The largest seller was Wellington Management Group, cutting an estimated $40.7M.
- 177 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2019, up from 168 in Q3 2019.
- Funds reported $1.61B of Enerpac Tool Group stock for Q4 2019, up 17% quarter-over-quarter.
- 32 funds opened new Enerpac Tool Group positions in Q4 2019 and 18 closed out, a net change of +14 holders.
- The largest Enerpac Tool Group buyer in Q4 2019 was Advisory Research, an estimated $13.3M added.
- The largest Enerpac Tool Group seller in Q4 2019 was Wellington Management Group, an estimated $40.7M sold.
Based on aggregated 13F filings for Q4 2019.