Escalade
ESCA
61 hedge funds and large institutions have $97.5M invested in Escalade in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
36% more capital invested
Capital invested by funds: $71.6M → $97.5M (+$25.9M)
13% more funds holding
Funds holding: 54 → 61 (+7)
1.29% more ownership
Funds ownership: 34.05% → 35.34% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $56K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.48M |
| 2 |
Morgan Stanley
New York
|
+$684K |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$467K |
| 4 |
Barclays
London,
United Kingdom
|
+$217K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$327K |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$290K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$112K |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$58.3K |
| 5 |
DA
Denali Advisors
San Diego,
California
|
-$47.5K |
ESCA Hedge Fund Activity: Q4 2023 in Review
61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q4 2023, worth a combined $97.5M — up 36% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ESCA positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was BlackRock, adding an estimated $1.48M. The largest seller was North Star Investment Management, cutting an estimated $327K.
- 61 institutional investors held Escalade (ESCA) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $97.5M of Escalade stock for Q4 2023, up 36% quarter-over-quarter.
- 11 funds opened new Escalade positions in Q4 2023 and 4 closed out, a net change of +7 holders.
- The largest Escalade buyer in Q4 2023 was BlackRock, an estimated $1.48M added.
- The largest Escalade seller in Q4 2023 was North Star Investment Management, an estimated $327K sold.
Based on aggregated 13F filings for Q4 2023.