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ESCO Technologies

185 hedge funds and large institutions have $1.69B invested in ESCO Technologies in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,777% more call options, than puts

Call options by funds: $244K | Put options by funds: $13K

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

1.13% more ownership

Funds ownership: 93.3%94.43% (+1.1%)

5% less funds holding

Funds holding: 195185 (-10)

23% less capital invested

Capital invested by funds: $2.19B → $1.69B (-$502M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
185
Holders Change
-10
Holders Change %
-5.13%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
75
Reduced
60
Closed
29
Calls
$244K
Puts
$13K
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$12M -$331K -4,344 -2%
CCMLC
27
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.8M -$1.15M -15,024 -8%
Ameriprise
28
Ameriprise
Minnesota
$11.3M +$241K +3,160 +2%
Morgan Stanley
29
Morgan Stanley
New York
$8.55M +$1.66M +21,741 +22%
MOACM
30
Mutual of America Capital Management
New York
$7.74M +$719K +9,428 +9%
Comerica Bank
31
Comerica Bank
Texas
$6.68M +$122K +1,595 +2%
GIA
32
GHP Investment Advisors
Colorado
$6.21M +$6.87K +90 +0.1%
PPA
33
Parametric Portfolio Associates
Washington
$5.72M +$88.5K +1,160 +1%
GIP
34
Granite Investment Partners
California
$5.51M +$6.01M +78,832 New
ZCM
35
Ziegler Capital Management
Illinois
$5.39M -$257K -3,373 -4%
AACP
36
Advantage Alpha Capital Partners
California
$5.28M +$773K +10,138 +15%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.23M +$55.5K +728 +1%
Legal & General Group
38
Legal & General Group
United Kingdom
$5.2M -$58.9K -772 -1%
KCM
39
Kennedy Capital Management
Missouri
$4.63M +$583K +7,646 +13%
Swiss National Bank
40
Swiss National Bank
Switzerland
$4.31M +$328K +4,300 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.2M +$467K +6,128 +11%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$3.97M +$534K +7,000 +14%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.39M -$348K -4,560 -9%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$3.01M -$967K -12,678 -23%
CS
45
Credit Suisse
Switzerland
$2.72M +$77.3K +1,014 +3%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.61M -$378K -4,961 -12%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$2.55M +$735K +9,630 +36%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$2.55M +$503K +6,596 +22%
AllianceBernstein
49
AllianceBernstein
Tennessee
$2.45M -$297K -3,889 -10%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.31M -$227K -2,974 -8%

ESE Hedge Fund Activity: Q1 2022 in Review

185 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2022, worth a combined $1.69B — down 23% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ESE and 20 opened new positions — a net loss of 9 holders — while 60 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Congress Asset Management, exiting entirely with an estimated $8.87M sold.

  • 185 institutional investors held ESCO Technologies (ESE) as of Q1 2022, down from 195 in Q4 2021.
  • Funds reported $1.69B of ESCO Technologies stock for Q1 2022, down 23% quarter-over-quarter.
  • 20 funds opened new ESCO Technologies positions in Q1 2022 and 29 closed out, a net change of -9 holders.
  • The largest ESCO Technologies buyer in Q1 2022 was Bank of America, an estimated $19.1M added.
  • The largest ESCO Technologies seller in Q1 2022 was Congress Asset Management, an estimated $8.87M sold.

Based on aggregated 13F filings for Q1 2022.