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Enerpac Tool Group

149 hedge funds and large institutions have $1.13B invested in Enerpac Tool Group in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

1% more funds holding

Funds holding: 147149 (+2)

3.44% less ownership

Funds ownership: 101.22%97.78% (-3.4%)

16% less capital invested

Capital invested by funds: $1.34B → $1.13B (-$216M)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
59
Closed
11
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M +$1.04M +51,457 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$855K +42,453 +0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$120M -$11.8M -584,585 -9%
CCP
4
Clarkston Capital Partners
Michigan
$92.1M +$2.75M +136,478 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$88.6M -$998K -49,574 -1%
Pzena Investment Management
6
Pzena Investment Management
New York
$74.7M -$1.25M -62,197 -2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.6M -$17.8M -885,779 -24%
State Street
8
State Street
Massachusetts
$39.7M +$783K +38,906 +2%
Jennison Associates
9
Jennison Associates
New York
$39.3M +$1.41M +69,844 +4%
SAM
10
Southernsun Asset Management
Tennessee
$32.4M +$2.66M +132,123 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$29.6M -$16.7K -828 -0.1%
CB
12
Cooke & Bieler
Pennsylvania
$26.4M -$253K -12,580 -0.9%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$19.8M +$367K +18,237 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$19.3M -$80.8K -4,014 -0.4%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$15.4M +$210K +10,430 +1%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$13.4M -$1M -49,755 -7%
Northern Trust
17
Northern Trust
Illinois
$12.9M -$26.2K -1,300 -0.2%
Charles Schwab
18
Charles Schwab
California
$11.3M +$137K +6,786 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11M -$282K -14,000 -2%
RJA
20
Raymond James & Associates
Florida
$10.8M -$118K -5,875 -1%
Morgan Stanley
21
Morgan Stanley
New York
$9.9M +$5.28M +262,183 +101%
Norges Bank
22
Norges Bank
Norway
$9.54M -$387K -19,232 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.23M -$589K -29,236 -7%
LI
24
Leeward Investments
Massachusetts
$6.76M -$213K -10,592 -3%
HA
25
Heartland Advisors
Wisconsin
$6.25M +$7.79K +387 +0.1%

EPAC Hedge Fund Activity: Q2 2022 in Review

149 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2022, worth a combined $1.13B — down 16% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EPAC positions and 11 closed out — a net gain of 6 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.28M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $17.8M.

  • 149 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $1.13B of Enerpac Tool Group stock for Q2 2022, down 16% quarter-over-quarter.
  • 17 funds opened new Enerpac Tool Group positions in Q2 2022 and 11 closed out, a net change of +6 holders.
  • The largest Enerpac Tool Group buyer in Q2 2022 was Morgan Stanley, an estimated $5.28M added.
  • The largest Enerpac Tool Group seller in Q2 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2022.