Escalade
ESCA
52 hedge funds and large institutions have $47M invested in Escalade in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
24.91% more ownership
Funds ownership: 0% → 24.91% (+25%)
6% more funds holding
Funds holding: 49 → 52 (+3)
5% more capital invested
Capital invested by funds: $44.6M → $47M (+$2.37M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
+$1.09M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$681K |
| 3 |
Morgan Stanley
New York
|
+$280K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$247K |
| 5 |
JP Morgan Chase
New York
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.39M |
| 2 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$485K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$280K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$264K |
| 5 |
PL
Parthenon LLC
Louisville,
Kentucky
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
52
Barclays
London,
United Kingdom
| $1K | +$52 | +4 | +3% |
|
|
WA
53
Wasatch Advisors
Salt Lake City,
Utah
| – | -$1.39M | -109,095 | Closed |
|
|
DA
54
Denali Advisors
San Diego,
California
| – | -$3K | -209 | Closed |
|
ESCA Hedge Fund Activity: Q4 2016 in Review
52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q4 2016, worth a combined $47M — up 5.3% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ESCA positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Beddow Capital Management, adding an estimated $1.09M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $1.39M sold.
- 52 institutional investors held Escalade (ESCA) as of Q4 2016, up from 49 in Q3 2016.
- Funds reported $47M of Escalade stock for Q4 2016, up 5.3% quarter-over-quarter.
- 6 funds opened new Escalade positions in Q4 2016 and 2 closed out, a net change of +4 holders.
- The largest Escalade buyer in Q4 2016 was Beddow Capital Management, an estimated $1.09M added.
- The largest Escalade seller in Q4 2016 was Wasatch Advisors, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2016.