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ESCO Technologies

192 hedge funds and large institutions have $2.32B invested in ESCO Technologies in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $2.01B → $2.32B (+$311M)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.23% more ownership

Funds ownership: 93.87%94.1% (+0.23%)

5% less funds holding

Funds holding: 202192 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
74
Reduced
67
Closed
24
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$16.5M +$31.8K +343 +0.2%
Morgan Stanley
27
Morgan Stanley
New York
$16.4M -$684K -7,370 -4%
Ameriprise
28
Ameriprise
Minnesota
$16.3M +$1.69M +18,214 +12%
Principal Financial Group
29
Principal Financial Group
Iowa
$14.9M -$198K -2,135 -1%
CCMLC
30
Cardinal Capital Management LLC (Connecticut)
Connecticut
$14M -$869K -9,364 -6%
FWIA
31
Fort Washington Investment Advisors
Ohio
$13.2M +$336K +3,625 +3%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$11.9M +$11.6M +124,630 New
ZCM
33
Ziegler Capital Management
Illinois
$11.3M +$1.6M +17,194 +17%
MOACM
34
Mutual of America Capital Management
New York
$10.1M +$142K +1,530 +1%
GIA
35
GHP Investment Advisors
Colorado
$9.39M +$84.9K +915 +0.9%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$8.11M +$431K +4,647 +6%
Legal & General Group
37
Legal & General Group
United Kingdom
$7.18M -$56.3K -606 -0.8%
GIP
38
Granite Investment Partners
California
$6.95M +$188K +2,021 +3%
JP Morgan Chase
39
JP Morgan Chase
New York
$5.89M +$2.33M +25,123 +69%
AACP
40
Advantage Alpha Capital Partners
California
$5.41M -$2.55M -27,490 -33%
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.33M -$613K -6,600 -11%
CS
42
Credit Suisse
Switzerland
$4.84M +$1.39M +14,922 +42%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.33M -$153K -1,649 -4%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$3.15M -$530K -5,712 -15%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$3.08M -$44.9K -484 -1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.91M -$354K -3,816 -11%
COPPSERS
47
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.61M -$32.1K -346 -1%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.44M -$87.8K -946 -4%
UBS AM
49
UBS AM
Illinois
$2.43M +$574K +6,186 +32%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.39M +$40.4K +435 +2%

ESE Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2023, worth a combined $2.32B — up 16% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ESE and 15 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 74 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $11.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $17.3M.

  • 192 institutional investors held ESCO Technologies (ESE) as of Q1 2023, down from 202 in Q4 2022.
  • Funds reported $2.32B of ESCO Technologies stock for Q1 2023, up 16% quarter-over-quarter.
  • 15 funds opened new ESCO Technologies positions in Q1 2023 and 24 closed out, a net change of -9 holders.
  • The largest ESCO Technologies buyer in Q1 2023 was Loomis, Sayles & Company, an estimated $11.6M added.
  • The largest ESCO Technologies seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.