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Enerpac Tool Group

152 hedge funds and large institutions have $1.01B invested in Enerpac Tool Group in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

24,200% more call options, than puts

Call options by funds: $243K | Put options by funds: $1K

0.85% less ownership

Funds ownership: 103.5%102.64% (-0.85%)

14% less funds holding

Funds holding: 177152 (-25)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

37% less capital invested

Capital invested by funds: $1.61B → $1.01B (-$599M)

59% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 39

Holders
152
Holders Change
-25
Holders Change %
-14.12%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
48
Reduced
58
Closed
39
Calls
$243K
Puts
$1K
Net Calls
+$242K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$133M -$4.36M -196,313 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M +$6.6M +297,384 +5%
SAM
3
Southeastern Asset Management
Tennessee
$88.9M -$11.6M -522,667 -9%
CCP
4
Clarkston Capital Partners
Michigan
$69.2M +$20M +900,147 +27%
Pzena Investment Management
5
Pzena Investment Management
New York
$66.2M +$284K +12,796 +0.3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$59.9M +$1.19M +53,669 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$45M +$13M +586,458 +28%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$36.5M -$1.55M -70,035 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.7M -$5.66M -255,144 -11%
State Street
10
State Street
Massachusetts
$29.5M +$1.44M +64,752 +4%
Goldman Sachs
11
Goldman Sachs
New York
$25.6M +$30M +1,351,707 +702%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$19.2M -$871K -39,217 -3%
Norges Bank
13
Norges Bank
Norway
$19M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18.5M +$9.84M +443,134 +66%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$17.8M +$6.22M +280,125 +35%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$17.1M +$1.23M +55,230 +6%
Jennison Associates
17
Jennison Associates
New York
$16.1M +$3.89M +175,222 +22%
AR
18
Advisory Research
Illinois
$15.3M -$6.62M -298,125 -24%
SAM
19
Southernsun Asset Management
Tennessee
$14.4M -$401K -18,064 -2%
CB
20
Cooke & Bieler
Pennsylvania
$14M -$4.7M -211,947 -20%
ICOM
21
Investment Counselors of Maryland
Maryland
$13.3M +$11.8K +532 +0.1%
Northern Trust
22
Northern Trust
Illinois
$12.5M +$690K +31,102 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$12.5M +$925K +41,679 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.9M -$767K -34,561 -5%
Charles Schwab
25
Charles Schwab
California
$10.4M +$553K +24,908 +4%

EPAC Hedge Fund Activity: Q1 2020 in Review

152 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2020, worth a combined $1.01B — down 37% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EPAC and 16 opened new positions — a net loss of 23 holders — while 58 trimmed existing stakes and 48 added.

The largest buyer was Goldman Sachs, adding an estimated $30M. The largest seller was Southeastern Asset Management, cutting an estimated $11.6M.

  • 152 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2020, down from 177 in Q4 2019.
  • Funds reported $1.01B of Enerpac Tool Group stock for Q1 2020, down 37% quarter-over-quarter.
  • 16 funds opened new Enerpac Tool Group positions in Q1 2020 and 39 closed out, a net change of -23 holders.
  • The largest Enerpac Tool Group buyer in Q1 2020 was Goldman Sachs, an estimated $30M added.
  • The largest Enerpac Tool Group seller in Q1 2020 was Southeastern Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2020.