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Enerpac Tool Group

147 hedge funds and large institutions have $1.34B invested in Enerpac Tool Group in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $1.2B → $1.34B (+$140M)

2.91% more ownership

Funds ownership: 98.31%101.22% (+2.9%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 146147 (+1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
65
Reduced
41
Closed
17
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M +$1.47M +77,746 +0.9%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$150M -$1.05M -55,282 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$143M +$729K +38,557 +0.6%
CCP
4
Clarkston Capital Partners
Michigan
$103M +$1.22M +64,480 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$103M -$159K -8,413 -0.2%
Pzena Investment Management
6
Pzena Investment Management
New York
$87.4M +$926K +48,963 +1%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$79.9M +$33.3M +1,760,921 +93%
State Street
8
State Street
Massachusetts
$44.8M +$1.37M +72,415 +4%
Jennison Associates
9
Jennison Associates
New York
$43.7M +$1.33M +70,199 +4%
SAM
10
Southernsun Asset Management
Tennessee
$34.4M +$4.13M +218,390 +16%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$34M +$398K +21,046 +1%
CB
12
Cooke & Bieler
Pennsylvania
$30.6M -$508K -26,840 -2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$22.4M +$634K +33,515 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$22.3M +$622K +32,899 +3%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$17.5M +$6.98M +368,870 +86%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$16.5M -$7.64M -404,067 -35%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$15.1M +$29.8K +1,578 +0.2%
Northern Trust
18
Northern Trust
Illinois
$14.8M -$474K -25,069 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.9M +$176K +9,287 +2%
Charles Schwab
20
Charles Schwab
California
$12.9M +$349K +18,467 +3%
RJA
21
Raymond James & Associates
Florida
$12.5M +$838K +44,300 +8%
Norges Bank
22
Norges Bank
Norway
$11.4M -$1.21M -63,947 -11%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.96M -$46.5K -2,459 -0.6%
LI
24
Leeward Investments
Massachusetts
$8.02M +$6.93M +366,209 New
HA
25
Heartland Advisors
Wisconsin
$7.18M +$195K +10,292 +3%

EPAC Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q1 2022, worth a combined $1.34B — up 12% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPAC positions and 17 closed out — a net gain of 1 holder — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $33.3M. The largest seller was Royal Bank of Canada, cutting an estimated $8.59M.

  • 147 institutional investors held Enerpac Tool Group (EPAC) as of Q1 2022, up from 146 in Q4 2021.
  • Funds reported $1.34B of Enerpac Tool Group stock for Q1 2022, up 12% quarter-over-quarter.
  • 18 funds opened new Enerpac Tool Group positions in Q1 2022 and 17 closed out, a net change of +1 holder.
  • The largest Enerpac Tool Group buyer in Q1 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $33.3M added.
  • The largest Enerpac Tool Group seller in Q1 2022 was Royal Bank of Canada, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2022.