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ESCO Technologies

257 hedge funds and large institutions have $2.59B invested in ESCO Technologies in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

6% more funds holding

Funds holding: 243257 (+14)

0.62% more ownership

Funds ownership: 95.21%95.84% (+0.62%)

1% less capital invested

Capital invested by funds: $2.63B → $2.59B (-$37.4M)

40% less call options, than puts

Call options by funds: $221K | Put options by funds: $368K

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
96
Reduced
79
Closed
25
Calls
$221K
Puts
$368K
Net Calls
-$147K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$9.73K +$9.8K +93 New
CB
227
Community Bank
New York
$8.82K
GRP
228
Global Retirement Partners
California
$8.3K +$3.27K +31 +65%
AF
229
Allworth Financial
California
$8.02K +$1.05K +10 +17%
PS
230
Principal Securities
Iowa
$6.2K +$6.22K +59 New
LC
231
Lindbrook Capital
California
$5.78K +$3.27K +31 +129%
PTC
232
Private Trust Company
Ohio
$5.25K +$5.27K +50 New
FFA
233
Farther Finance Advisors
California
$4.19K +$4.32K +41 New
CFD
234
Creative Financial Designs
Indiana
$4.1K
LI
235
LRI Investments
Florida
$4K +$4.01K +38 New
LFA
236
LGT Financial Advisors
Texas
$3.68K
VCM
237
Versant Capital Management
Arizona
$3.26K
QL
238
Quarry LP
New York
$2.94K -$1.26K -12 -30%
BCMLT
239
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.63K
PWMG
240
Private Wealth Management Group
New Jersey
$2.21K
AAP
241
Arax Advisory Partners
Colorado
$2.21K +$2.21K +21 New
JWA
242
JFS Wealth Advisors
Pennsylvania
$2.1K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.79K -$105 -1 -6%
SC
244
Stephens Consulting
Michigan
$1.47K +$1.48K +14 New
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1.05K +$316 +3 +43%
CFGS
246
Concourse Financial Group Securities
Alabama
$1.05K +$1.05K +10 New
SIC
247
SJS Investment Consulting
Ohio
$947
BIA
248
Bell Investment Advisors
California
$736
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$631 +$105 +1 +20%
LFG
250
Larson Financial Group
Missouri
$631 +$105 +1 +20%

ESE Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2024, worth a combined $2.59B — down 1.4% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESE positions and 25 closed out — a net gain of 16 holders — while 96 added to existing stakes and 79 trimmed.

The largest buyer was Select Equity Group, adding an estimated $30.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $44.3M.

  • 257 institutional investors held ESCO Technologies (ESE) as of Q2 2024, up from 243 in Q1 2024.
  • Funds reported $2.59B of ESCO Technologies stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 41 funds opened new ESCO Technologies positions in Q2 2024 and 25 closed out, a net change of +16 holders.
  • The largest ESCO Technologies buyer in Q2 2024 was Select Equity Group, an estimated $30.6M added.
  • The largest ESCO Technologies seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q2 2024.