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Enerpac Tool Group

219 hedge funds and large institutions have $2.08B invested in Enerpac Tool Group in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

10% more capital invested

Capital invested by funds: $1.89B → $2.08B (+$189M)

3% more funds holding

Funds holding: 212219 (+7)

2.55% more ownership

Funds ownership: 97.92%100.47% (+2.5%)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
68
Reduced
83
Closed
28
Calls
$672K
Puts
Net Calls
+$672K
Net Calls Change
+$664K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$315M -$2.82M -75,986 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M -$4.82M -130,173 -2%
Capital International Investors
3
Capital International Investors
California
$166M
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$154M +$101M +2,726,293 +208%
CIP
5
Champlain Investment Partners
Vermont
$119M -$2.45M -66,170 -2%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.8M -$4.04M -108,916 -4%
Jennison Associates
7
Jennison Associates
New York
$82.9M -$11M -296,320 -12%
State Street
8
State Street
Massachusetts
$78.5M -$886K -23,909 -1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$77.8M -$13.6M -366,852 -15%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$71M +$18.3M +493,730 +36%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.9M +$1.97M +53,055 +4%
CB
12
Cooke & Bieler
Pennsylvania
$52.9M -$10.5M -283,445 -17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.4M +$1.15M +31,040 +3%
SAM
14
Southernsun Asset Management
Tennessee
$42.5M -$2.82M -76,099 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.8M -$7.05M -190,277 -19%
N
16
Nuveen
North Carolina
$26.3M -$213K -5,736 -0.8%
Charles Schwab
17
Charles Schwab
California
$23.5M +$504K +13,593 +2%
KCM
18
Kennedy Capital Management
Missouri
$21.8M -$871K -23,498 -4%
Northern Trust
19
Northern Trust
Illinois
$21.2M -$1.74M -46,837 -8%
Morgan Stanley
20
Morgan Stanley
New York
$20.8M -$847K -22,843 -4%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$17.7M +$953K +25,699 +6%
BAMCO Inc
22
BAMCO Inc
New York
$15.7M +$15.2M +410,369 New
SBH
23
Segall Bryant & Hamill
Illinois
$13.5M -$5.77M -155,712 -31%
MIIM
24
Mesirow Institutional Investment Management
Illinois
$11.6M -$4.83M -130,389 -30%
LI
25
Leeward Investments
Massachusetts
$11.5M +$593K +15,987 +6%

EPAC Hedge Fund Activity: Q2 2024 in Review

219 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q2 2024, worth a combined $2.08B — up 10% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EPAC positions and 28 closed out — a net gain of 10 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $101M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $13.6M.

  • 219 institutional investors held Enerpac Tool Group (EPAC) as of Q2 2024, up from 212 in Q1 2024.
  • Funds reported $2.08B of Enerpac Tool Group stock for Q2 2024, up 10% quarter-over-quarter.
  • 38 funds opened new Enerpac Tool Group positions in Q2 2024 and 28 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $101M added.
  • The largest Enerpac Tool Group seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.