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Escalade
ESCA

66 hedge funds and large institutions have $73.5M invested in Escalade in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $147K | Put options by funds: $30K

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

12% more funds holding

Funds holding: 59 → 66 (+7)

1% more capital invested

Capital invested by funds: $72.6M → $73.5M (+$943K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.11% less ownership

Funds ownership: 37.2% → 37.09% (-0.11%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
16
Closed
2
Calls
$147K
Puts
$30K
Net Calls
+$117K
Net Calls Change
+$80K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$268K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$220K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157K
4
Deutsche Bank
Deutsche Bank
Germany
+$115K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$111K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$804K
2
Citadel Advisors
Citadel Advisors
Florida
-$165K
3
Squarepoint
Squarepoint
New York
-$159K
4
DLP
De Lisle Partners
United Kingdom
-$77.4K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$69.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$7K +$722 +50 +11%
AB
52
Amalgamated Bank
New York
$5K – – –
SCM
53
Sterling Capital Management
North Carolina
$4.86K +$4.45K +308 +963%
Osaic Holdings
54
Osaic Holdings
Arizona
$3.74K – – –
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$2.86K +$2.89K +200 New
SAM
56
Smartleaf Asset Management
Massachusetts
$2.57K +$1.43K +99 +121%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2K +$853 +59 +56%
Comerica Bank
58
Comerica Bank
Texas
$900 – – –
SS
59
SBI Securities
Japan
$486 +$491 +34 New
GI
60
GAMMA Investing
California
$300 +$303 +21 New
TWD
61
True Wealth Design
Ohio
$258 +$260 +18 New
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$157 – – –
AIC
63
Archer Investment Corporation
Indiana
$147 – – –
EWA
64
EverSource Wealth Advisors
Alabama
$43 +$43 +3 New
IA
65
IFP Advisors
Florida
$29 +$29 +2 New
Squarepoint
66
Squarepoint
New York
– -$159K -11,333 Closed
Lazard Asset Management
67
Lazard Asset Management
New York
– -$361 -25 -28%
CPA
68
Capital Performance Advisors
California
– -$281 -20 Closed
1 2
3

ESCA Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q4 2024, worth a combined $73.5M — up 1.3% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ESCA positions and 2 closed out — a net gain of 7 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $268K. The largest seller was Morgan Stanley, cutting an estimated $804K.

  • 66 institutional investors held Escalade (ESCA) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $73.5M of Escalade stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 9 funds opened new Escalade positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Escalade buyer in Q4 2024 was JP Morgan Chase, an estimated $268K added.
  • The largest Escalade seller in Q4 2024 was Morgan Stanley, an estimated $804K sold.

Based on aggregated 13F filings for Q4 2024.