Escalade
ESCA
49 hedge funds and large institutions have $49.7M invested in Escalade in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 3 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
4% more capital invested
Capital invested by funds: $47.6M → $49.7M (+$2.09M)
0.72% more ownership
Funds ownership: 25.76% → 26.48% (+0.72%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 50 → 49 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
+$1.38M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$370K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$171K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$156K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$629K |
| 2 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$252K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$129K |
| 4 |
JP Morgan Chase
New York
|
-$112K |
| 5 |
Renaissance Technologies
New York
|
-$62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
JP Morgan Chase
New York
| – | -$112K | -8,660 | Closed |
|
52
Bank of America
Charlotte,
North Carolina
| – | -$23.5K | -1,854 | -98% |
|
ESCA Hedge Fund Activity: Q2 2017 in Review
49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q2 2017, worth a combined $49.7M — up 4.4% from $47.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ESCA and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 17 added.
The largest buyer was Beddow Capital Management, adding an estimated $1.38M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $629K sold.
- 49 institutional investors held Escalade (ESCA) as of Q2 2017, down from 50 in Q1 2017.
- Funds reported $49.7M of Escalade stock for Q2 2017, up 4.4% quarter-over-quarter.
- 2 funds opened new Escalade positions in Q2 2017 and 3 closed out, a net change of -1 holder.
- The largest Escalade buyer in Q2 2017 was Beddow Capital Management, an estimated $1.38M added.
- The largest Escalade seller in Q2 2017 was Zacks Investment Management, an estimated $629K sold.
Based on aggregated 13F filings for Q2 2017.