We are live on ! Find out more
ESCA icon

Escalade
ESCA

59 hedge funds and large institutions have $72.6M invested in Escalade in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $62K | Put options by funds: $25K

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $71.2M → $72.6M (+$1.37M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.15% less ownership

Funds ownership: 37.34% → 37.2% (-0.15%)

2% less funds holding

Funds holding: 60 → 59 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
20
Reduced
16
Closed
6
Calls
$62K
Puts
$25K
Net Calls
+$37K
Net Calls Change
+$23K

Top Buyers

Rank Fund Capital Flow
1
IA
Inspire Advisors
Idaho
+$392K
2
BlackRock
BlackRock
New York
+$286K
3
JP Morgan Chase
JP Morgan Chase
New York
+$196K
4
HWM
Hohimer Wealth Management
Washington
+$163K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$154K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$662K
2
Invesco
Invesco
Georgia
-$388K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$306K
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$197K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$3.69K – – –
SAM
52
Smartleaf Asset Management
Massachusetts
$1.15K +$1.13K +82 New
Lazard Asset Management
53
Lazard Asset Management
New York
$1K +$83 +6 +7%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1K +$964 +70 +194%
Comerica Bank
55
Comerica Bank
Texas
$886 – – –
SCM
56
Sterling Capital Management
North Carolina
$450 +$441 +32 New
CPA
57
Capital Performance Advisors
California
$281 +$275 +20 New
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$155 -$23.8K -1,729 -99%
AIC
59
Archer Investment Corporation
Indiana
$144 – – –
Invesco
60
Invesco
Georgia
– -$388K -28,151 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$306K -22,206 Closed
HIM
62
Hillsdale Investment Management
Ontario, Canada
– -$197K -14,300 Closed
IC
63
Innealta Capital
Texas
– -$6.63K -481 Closed
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
– -$2.48K -180 Closed
VAMG
65
Voisard Asset Management Group
Michigan
– -$1.16K -84 Closed
1 2
3

ESCA Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q3 2024, worth a combined $72.6M — up 1.9% from $71.2M a quarter earlier.

Fund positioning in ESCA was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 16 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $392K. The largest seller was Morgan Stanley, cutting an estimated $662K.

  • 59 institutional investors held Escalade (ESCA) as of Q3 2024, down from 60 in Q2 2024.
  • Funds reported $72.6M of Escalade stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 6 funds opened new Escalade positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest Escalade buyer in Q3 2024 was Inspire Advisors, an estimated $392K added.
  • The largest Escalade seller in Q3 2024 was Morgan Stanley, an estimated $662K sold.

Based on aggregated 13F filings for Q3 2024.