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Enerpac Tool Group

244 hedge funds and large institutions have $2.27B invested in Enerpac Tool Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $616K | Put options by funds: $197K

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

4% more funds holding

Funds holding: 234244 (+10)

1.34% more ownership

Funds ownership: 100.06%101.41% (+1.3%)

0% less capital invested

Capital invested by funds: $2.28B → $2.27B (-$9.31M)

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
73
Reduced
81
Closed
42
Calls
$616K
Puts
$197K
Net Calls
+$419K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$8.69M +189,902 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M +$500K +10,915 +0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$205M +$5.37M +117,203 +2%
Capital International Investors
4
Capital International Investors
California
$179M
State Street
5
State Street
Massachusetts
$98.9M +$652K +14,250 +0.6%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.8M -$6.68M -145,897 -6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$89.9M +$14.7M +320,785 +17%
Jennison Associates
8
Jennison Associates
New York
$84.3M -$4.58M -99,979 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$62.3M -$979K -21,376 -1%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$61.3M -$23.7M -516,826 -26%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$50.9M +$49.3K +1,077 +0.1%
CIP
12
Champlain Investment Partners
Vermont
$50.1M -$38.1M -831,884 -41%
CB
13
Cooke & Bieler
Pennsylvania
$44.7M -$12.2M -266,146 -20%
SAM
14
Southernsun Asset Management
Tennessee
$34.7M -$5.26M -114,992 -12%
Morgan Stanley
15
Morgan Stanley
New York
$25.8M -$241K -5,271 -0.8%
Charles Schwab
16
Charles Schwab
California
$25.7M +$211K +4,602 +0.7%
Northern Trust
17
Northern Trust
Illinois
$25.4M +$2.79M +60,905 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$25.3M -$5.99M -130,908 -18%
Invesco
19
Invesco
Georgia
$23.6M +$7.41M +161,794 +39%
N
20
Nuveen
North Carolina
$23.4M -$2.62M -57,261 -9%
Ameriprise
21
Ameriprise
Minnesota
$22M +$17.1M +373,372 +231%
GKIM
22
GW&K Investment Management
Massachusetts
$21.4M +$23.9M +521,803 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$20.4M +$20.7M +452,641 +1,062%
BAMCO Inc
24
BAMCO Inc
New York
$16.9M
Wells Fargo
25
Wells Fargo
California
$16.8M +$17.8M +389,121 +1,932%

EPAC Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q4 2024, worth a combined $2.27B — down 0.41% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPAC positions and 42 closed out — a net gain of 10 holders — while 73 added to existing stakes and 81 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $23.9M. The largest seller was Champlain Investment Partners, cutting an estimated $38.1M.

  • 244 institutional investors held Enerpac Tool Group (EPAC) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $2.27B of Enerpac Tool Group stock for Q4 2024, down 0.41% quarter-over-quarter.
  • 52 funds opened new Enerpac Tool Group positions in Q4 2024 and 42 closed out, a net change of +10 holders.
  • The largest Enerpac Tool Group buyer in Q4 2024 was GW&K Investment Management, an estimated $23.9M added.
  • The largest Enerpac Tool Group seller in Q4 2024 was Champlain Investment Partners, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2024.