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ESAB
ESAB

301 hedge funds and large institutions have $4.75B invested in ESAB in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $704K

23% more capital invested

Capital invested by funds: $3.87B → $4.75B (+$880M)

13% more funds holding

Funds holding: 267 → 301 (+34)

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

0.41% less ownership

Funds ownership: 91.33% → 90.92% (-0.41%)

Holders
301
Holders Change
+34
Holders Change %
+12.73%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
104
Reduced
102
Closed
19
Calls
$1.15M
Puts
$704K
Net Calls
+$441K
Net Calls Change
-$327K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
2
Morgan Stanley
Morgan Stanley
New York
+$29.6M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$28.3M
4
Millennium Management
Millennium Management
New York
+$8.87M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$7.79M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$82.6M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$55.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$19.5M
5
DCM
Driehaus Capital Management
Illinois
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$4.07K – – –
Loomis, Sayles & Company
277
Loomis, Sayles & Company
Massachusetts
$4K +$3.41K +45 New
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$3.76K – – –
BIA
279
Bell Investment Advisors
California
$3.64K -$227 -3 -7%
BTI
280
Blue Trust Inc
Georgia
$3K +$2.58K +34 +425%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$2.94K – – –
GWSG
282
GPS Wealth Strategies Group
Colorado
$2.86K – – –
TCWA
283
Turtle Creek Wealth Advisors
Texas
$2.69K +$2.35K +31 New
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$2.51K – – –
PTC
285
Private Trust Company
Ohio
$2.17K – – –
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.99K – – –
IFAM
287
Institutional & Family Asset Management
Colorado
$1.82K – – –
EWA
288
EverSource Wealth Advisors
Alabama
$1.73K +$909 +12 +150%
RTL
289
Red Tortoise LLC
Georgia
$1.65K – – –
BGAI
290
Bruce G. Allen Investments
Colorado
$1.65K +$1.44K +19 New
NMM
291
Naples Money Management
Florida
$1.65K +$1.44K +19 New
PFBT
292
Parkside Financial Bank & Trust
Missouri
$1.56K – – –
SIC
293
SJS Investment Consulting
Ohio
$1.56K +$152 +2 +13%
AF
294
Advisornet Financial
Minnesota
$1.47K +$76 +1 +6%
FFA
295
Farther Finance Advisors
California
$1.13K +$606 +8 +160%
DPW
296
DiNuzzo Private Wealth
Pennsylvania
$953 +$834 +11 New
GI
297
Gradient Investments
Minnesota
$866 – – –
VCM
298
Versant Capital Management
Arizona
$606 – – –
S
299
Sachetta
Massachusetts
$260 +$227 +3 New
GWS
300
Glassman Wealth Services
Virginia
$173 – – –
9 10 11
12
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ESAB Hedge Fund Activity: Q4 2023 in Review

301 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ESAB (ESAB) for Q4 2023, worth a combined $4.75B — up 23% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ESAB positions and 19 closed out — a net gain of 36 holders — while 104 added to existing stakes and 102 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $165M. The largest seller was Cooke & Bieler, cutting an estimated $82.6M.

  • 301 institutional investors held ESAB (ESAB) as of Q4 2023, up from 267 in Q3 2023.
  • Funds reported $4.75B of ESAB stock for Q4 2023, up 23% quarter-over-quarter.
  • 55 funds opened new ESAB positions in Q4 2023 and 19 closed out, a net change of +36 holders.
  • The largest ESAB buyer in Q4 2023 was T. Rowe Price Associates, an estimated $165M added.
  • The largest ESAB seller in Q4 2023 was Cooke & Bieler, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2023.