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Enerpac Tool Group

194 hedge funds and large institutions have $1.38B invested in Enerpac Tool Group in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $275K | Put options by funds: $114K

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

37% more capital invested

Capital invested by funds: $1B → $1.38B (+$375M)

12% more funds holding

Funds holding: 173194 (+21)

1.1% more ownership

Funds ownership: 96.85%97.95% (+1.1%)

30% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 74

Holders
194
Holders Change
+21
Holders Change %
+12.14%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
52
Reduced
74
Closed
21
Calls
$275K
Puts
$114K
Net Calls
+$161K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$228M +$1.44M +59,931 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M +$3.3M +136,826 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$138M -$17.8M -739,278 -12%
CCP
4
Clarkston Capital Partners
Michigan
$127M -$1.26M -52,112 -1%
Pzena Investment Management
5
Pzena Investment Management
New York
$86.5M -$11.4M -474,186 -12%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$63.8M +$1.64M +68,101 +3%
State Street
7
State Street
Massachusetts
$50.7M -$1.44M -59,570 -3%
SAM
8
Southernsun Asset Management
Tennessee
$41.8M -$5.06M -209,879 -11%
Jennison Associates
9
Jennison Associates
New York
$30.7M +$3.06M +127,032 +12%
CB
10
Cooke & Bieler
Pennsylvania
$30.1M -$4.43M -183,675 -13%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$28.9M +$827K +34,321 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.9M +$546K +22,659 +2%
N
13
Nuveen
North Carolina
$24.8M +$19.1M +793,665 +440%
Norges Bank
14
Norges Bank
Norway
$21.1M +$6.68M +277,300 +50%
Northern Trust
15
Northern Trust
Illinois
$16.2M -$367K -15,227 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.7M +$961K +39,893 +7%
Charles Schwab
17
Charles Schwab
California
$14.2M -$499K -20,687 -4%
Capital International Investors
18
Capital International Investors
California
$14M +$13.3M +551,245 New
RJA
19
Raymond James & Associates
Florida
$13.3M -$709K -29,400 -5%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$12.4M +$6.63M +274,913 +130%
Millennium Management
21
Millennium Management
New York
$12.1M +$7.47M +309,863 +187%
Morgan Stanley
22
Morgan Stanley
New York
$10.9M -$950K -39,428 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$10.1M -$1.07M -44,196 -10%
HA
24
Heartland Advisors
Wisconsin
$9.75M -$43.8K -1,817 -0.5%
MIIM
25
Mesirow Institutional Investment Management
Illinois
$9.11M +$8.63M +357,999 New

EPAC Hedge Fund Activity: Q4 2022 in Review

194 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2022, worth a combined $1.38B — up 37% from $1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EPAC positions and 21 closed out — a net gain of 21 holders — while 52 added to existing stakes and 74 trimmed.

The largest buyer was Nuveen, adding an estimated $19.1M. The largest seller was Wellington Management Group, cutting an estimated $40.8M.

  • 194 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2022, up from 173 in Q3 2022.
  • Funds reported $1.38B of Enerpac Tool Group stock for Q4 2022, up 37% quarter-over-quarter.
  • 42 funds opened new Enerpac Tool Group positions in Q4 2022 and 21 closed out, a net change of +21 holders.
  • The largest Enerpac Tool Group buyer in Q4 2022 was Nuveen, an estimated $19.1M added.
  • The largest Enerpac Tool Group seller in Q4 2022 was Wellington Management Group, an estimated $40.8M sold.

Based on aggregated 13F filings for Q4 2022.