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ESCO Technologies
ESE

243 hedge funds and large institutions have $2.63B invested in ESCO Technologies in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $653K | Put options by funds: $310K

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

10% more funds holding

Funds holding: 221 → 243 (+22)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

1.26% less ownership

Funds ownership: 96.47% → 95.21% (-1.3%)

10% less capital invested

Capital invested by funds: $2.91B → $2.63B (-$285M)

Holders
243
Holders Change
+22
Holders Change %
+9.95%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
82
Reduced
78
Closed
21
Calls
$653K
Puts
$310K
Net Calls
+$343K
Net Calls Change
+$214K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$14.6M
2
TCM
Tributary Capital Management
Nebraska
+$11.9M
3
Select Equity Group
Select Equity Group
New York
+$10.7M
4
N
Nuveen
North Carolina
+$10.7M
5
CVA
Ceredex Value Advisors
Florida
+$9.66M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$89.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$22.3M
3
Morgan Stanley
Morgan Stanley
New York
-$22M
4
CB
Commerce Bank
Missouri
-$9.28M
5
SAM
Silvercrest Asset Management
New York
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
226
SYSTM Wealth Solutions
Illinois
$2.36K – – –
PWMG
227
Private Wealth Management Group
New Jersey
$2.25K – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$2.14K – – –
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.93K – – –
AWM
230
Avior Wealth Management
Nebraska
$1.82K +$1.74K +17 New
UB
231
UMB Bank
Missouri
$1.5K +$1.44K +14 New
C
232
Covestor
United Kingdom
$1K +$308 +3 +300%
SIC
233
SJS Investment Consulting
Ohio
$965 – – –
BIA
234
Bell Investment Advisors
California
$750 – – –
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$749 -$2.98K -29 -81%
AWM
236
Abound Wealth Management
Tennessee
$536 – – –
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$536 – – –
LFG
238
Larson Financial Group
Missouri
$536 – – –
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$535 -$9.95K -97 -95%
RIL
240
Rothschild Investment LLC
Illinois
$535 +$513 +5 New
ECM
241
Everence Capital Management
Indiana
$309 – – –
TWP
242
TFO Wealth Partners
Ohio
$107 – – –
MAP
243
Moody Aldrich Partners
Massachusetts
– -$4.49M -38,376 Closed
JCIA
244
Jackson Creek Investment Advisors
Colorado
– -$1.25M -10,664 Closed
HF
245
HRT Financial
New York
– -$1.03M -8,819 Closed
AR
246
Advisory Research
Illinois
– -$934K -7,981 Closed
SO
247
STRS Ohio
Ohio
– -$830K -7,100 Closed
Brown Advisory
248
Brown Advisory
Maryland
– -$555K -4,746 Closed
Corient Private Wealth
249
Corient Private Wealth
Florida
– -$212K -1,812 Closed
HighTower Advisors
250
HighTower Advisors
Illinois
– -$203K -1,752 Closed
7 8 9
10
11

ESE Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2024, worth a combined $2.63B — down 9.8% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESE positions and 21 closed out — a net gain of 23 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $14.6M. The largest seller was Capital International Investors, cutting an estimated $89.4M.

  • 243 institutional investors held ESCO Technologies (ESE) as of Q1 2024, up from 221 in Q4 2023.
  • Funds reported $2.63B of ESCO Technologies stock for Q1 2024, down 9.8% quarter-over-quarter.
  • 44 funds opened new ESCO Technologies positions in Q1 2024 and 21 closed out, a net change of +23 holders.
  • The largest ESCO Technologies buyer in Q1 2024 was Neuberger Berman Group, an estimated $14.6M added.
  • The largest ESCO Technologies seller in Q1 2024 was Capital International Investors, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2024.