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ESCO Technologies

194 hedge funds and large institutions have $1.91B invested in ESCO Technologies in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 95.06%96.59% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

6% less funds holding

Funds holding: 206194 (-12)

17% less capital invested

Capital invested by funds: $2.28B → $1.91B (-$379M)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
67
Reduced
67
Closed
34
Calls
$964K
Puts
Net Calls
+$964K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$16M -$1.06M -11,593 -5%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$15M +$1.13M +12,382 +7%
N
28
Nuveen
North Carolina
$11.5M -$6.61M -72,397 -32%
ZCM
29
Ziegler Capital Management
Illinois
$10.5M +$12.7M +138,625 New
Goldman Sachs
30
Goldman Sachs
New York
$8.43M +$4.54M +49,722 +81%
Morgan Stanley
31
Morgan Stanley
New York
$7.95M -$4.37M -47,891 -31%
PPA
32
Parametric Portfolio Associates
Washington
$7.63M +$2.3M +25,190 +33%
KTA
33
Keeley-Teton Advisors
Illinois
$7.23M -$578K -6,329 -6%
BAMCO Inc
34
BAMCO Inc
New York
$6.57M
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$6.43M +$70.1K +768 +0.9%
Legal & General Group
36
Legal & General Group
United Kingdom
$5.92M +$24.2K +265 +0.3%
Bank of America
37
Bank of America
North Carolina
$5.6M -$5.74M -62,804 -46%
KCM
38
Kennedy Capital Management
Missouri
$5.57M -$1.08M -11,868 -14%
GIA
39
GHP Investment Advisors
Colorado
$5.4M -$143K -1,562 -2%
CIC
40
Crawford Investment Counsel
Georgia
$5.35M -$836K -9,153 -11%
PC
41
Pier Capital
Connecticut
$5.08M +$1.29M +14,072 +27%
Aviva
42
Aviva
United Kingdom
$4.7M +$2.53M +27,700 +81%
CAM
43
Congress Asset Management
Massachusetts
$4.67M -$455K -4,983 -7%
Comerica Bank
44
Comerica Bank
Texas
$4.66M +$461K +5,046 +9%
GH
45
GAM Holding
Switzerland
$4.55M -$3.65M -40,000 -40%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.42M
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$4.32M -$256K -2,800 -5%
ROC
48
Running Oak Capital
Minnesota
$4.2M +$1.93M +21,156 +62%
Wells Fargo
49
Wells Fargo
California
$4.12M +$577K +6,316 +13%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.83M +$54.8K +600 +1%

ESE Hedge Fund Activity: Q1 2020 in Review

194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2020, worth a combined $1.91B — down 17% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ESE and 24 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $43.5M. The largest seller was Wellington Management Group, cutting an estimated $35.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.91B of ESCO Technologies stock for Q1 2020, down 17% quarter-over-quarter.
  • 24 funds opened new ESCO Technologies positions in Q1 2020 and 34 closed out, a net change of -10 holders.
  • The largest ESCO Technologies buyer in Q1 2020 was Fidelity Investments, an estimated $43.5M added.
  • The largest ESCO Technologies seller in Q1 2020 was Wellington Management Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2020.