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ESCO Technologies
ESE

167 hedge funds and large institutions have $1.49B invested in ESCO Technologies in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 158 → 167 (+9)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$5.4M)

0.87% less ownership

Funds ownership: 96.39% → 95.52% (-0.87%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
55
Reduced
55
Closed
12
Calls
$1.37M
Puts
–
Net Calls
+$1.37M
Net Calls Change
+$1.82M

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
+$10.8M
2
BlackRock
BlackRock
New York
+$8.96M
3
Morgan Stanley
Morgan Stanley
New York
+$3.58M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.05M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.68M

Top Sellers

1
Invesco
Invesco
Georgia
-$9.36M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$7.69M
3
Macquarie Group
Macquarie Group
Australia
-$6.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$5.97M
5
FIM
Foresters Investment Management
New York
-$5.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$10.9M -$2.79M -45,977 -20%
CIC
27
Crawford Investment Counsel
Georgia
$10.3M +$29.8K +490 +0.3%
Charles Schwab
28
Charles Schwab
California
$10.3M +$573K +9,432 +6%
Norges Bank
29
Norges Bank
Norway
$9.79M -$1.72M -28,272 -15%
CWAM
30
Columbia Wanger Asset Management
Illinois
$9.21M +$867K +14,278 +10%
Morgan Stanley
31
Morgan Stanley
New York
$7.2M +$3.58M +58,962 +97%
KCM
32
Kennedy Capital Management
Missouri
$6.75M -$297K -4,896 -4%
PC
33
Pier Capital
Connecticut
$5.53M -$500K -8,229 -8%
Goldman Sachs
34
Goldman Sachs
New York
$4.61M +$1.48M +24,437 +47%
BAMCO Inc
35
BAMCO Inc
New York
$4.31M +$1.17M +19,300 +37%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$3.95M +$533K +8,771 +15%
TCIM
37
TIAA CREF Investment Management
New York
$3.74M -$290K -4,766 -7%
Deutsche Bank
38
Deutsche Bank
Germany
$3.63M +$2.05M +33,773 +127%
CAM
39
Congress Asset Management
Massachusetts
$3.61M +$826K +13,588 +29%
Legal & General Group
40
Legal & General Group
United Kingdom
$3.13M +$22.4K +368 +0.7%
PPA
41
Parametric Portfolio Associates
Washington
$3.02M +$166K +2,727 +6%
Invesco
42
Invesco
Georgia
$3M -$9.36M -154,040 -76%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.93M +$1.99M +32,693 +206%
GIA
44
GHP Investment Advisors
Colorado
$2.93M +$173K +2,853 +6%
TA
45
Teachers Advisors
New York
$2.85M +$77K +1,267 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.62M +$72.9K +1,200 +3%
ASRS
47
Arizona State Retirement System
Arizona
$2.62M +$1.83M +30,070 +225%
Prudential Financial
48
Prudential Financial
New Jersey
$2.58M -$52.2K -860 -2%
MA
49
Marshwinds Advisory
Georgia
$2.55M -$131K -2,150 -5%
Comerica Bank
50
Comerica Bank
Texas
$2.54M +$422K +6,949 +21%
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ESE Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q4 2017, worth a combined $1.49B — down 0.36% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ESE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $10.8M. The largest seller was Invesco, cutting an estimated $9.36M.

  • 167 institutional investors held ESCO Technologies (ESE) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.49B of ESCO Technologies stock for Q4 2017, down 0.36% quarter-over-quarter.
  • 21 funds opened new ESCO Technologies positions in Q4 2017 and 12 closed out, a net change of +9 holders.
  • The largest ESCO Technologies buyer in Q4 2017 was Conestoga Capital Advisors, an estimated $10.8M added.
  • The largest ESCO Technologies seller in Q4 2017 was Invesco, an estimated $9.36M sold.

Based on aggregated 13F filings for Q4 2017.