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Escalade

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: 5966 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1
Thoroughbred Financial Services
Tennessee
$16M
BlackRock
2
BlackRock
New York
$7.89M +$82.8K +5,732 +1%
MA
3
Minerva Advisors
Pennsylvania
$7.68M
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.16M -$69.6K -4,819 -1%
NSIM
5
North Star Investment Management
Illinois
$7.11M +$21.8K +1,509 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.52M -$25.5K -1,765 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.05M +$491 +34 +0%
Morgan Stanley
8
Morgan Stanley
New York
$2.2M -$804K -55,612 -26%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.82M +$111K +7,659 +6%
State Street
10
State Street
Massachusetts
$1.63M -$7.22K -500 -0.4%
Northern Trust
11
Northern Trust
Illinois
$1.3M +$1.1K +76 +0.1%
MCM
12
Mork Capital Management
California
$1.14M
DLP
13
De Lisle Partners
United Kingdom
$1.13M -$77.4K -5,357 -6%
PBO
14
Peoples Bank (Ohio)
Ohio
$959K -$50.7K -3,506 -5%
NG
15
Northstar Group
New York
$950K
IA
16
Inspire Advisors
Idaho
$587K -$28.7K -1,987 -5%
BCM
17
Bridgeway Capital Management
Texas
$567K
JP Morgan Chase
18
JP Morgan Chase
New York
$535K +$268K +18,560 +98%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$499K +$14.7K +1,017 +3%
Charles Schwab
20
Charles Schwab
California
$411K +$32.1K +2,221 +8%
Goldman Sachs
21
Goldman Sachs
New York
$394K +$101K +7,008 +34%
AWA
22
Arete Wealth Advisors
Illinois
$306K -$665 -46 -0.2%
LPL Financial
23
LPL Financial
California
$296K -$54K -3,736 -15%
PCG
24
Prosperity Consulting Group
Maryland
$293K -$28K -1,939 -9%
Bank of America
25
Bank of America
North Carolina
$247K +$36.3K +2,510 +17%

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.