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ESCO Technologies

243 hedge funds and large institutions have $2.63B invested in ESCO Technologies in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $653K | Put options by funds: $310K

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

10% more funds holding

Funds holding: 221243 (+22)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

1.26% less ownership

Funds ownership: 96.47%95.21% (-1.3%)

10% less capital invested

Capital invested by funds: $2.91B → $2.63B (-$285M)

Holders
243
Holders Change
+22
Holders Change %
+9.95%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
82
Reduced
78
Closed
21
Calls
$653K
Puts
$310K
Net Calls
+$343K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$20.7M -$9.28M -90,514 -32%
CIC
27
Crawford Investment Counsel
Georgia
$20M +$833K +8,121 +5%
Norges Bank
28
Norges Bank
Norway
$18.5M -$98.8K -963 -0.6%
Ameriprise
29
Ameriprise
Minnesota
$16.7M -$446K -4,344 -3%
Invesco
30
Invesco
Georgia
$16.6M -$3.02M -29,461 -16%
Principal Financial Group
31
Principal Financial Group
Iowa
$15M +$155K +1,515 +1%
FWIA
32
Fort Washington Investment Advisors
Ohio
$14.7M -$2.15M -21,000 -13%
TCM
33
Tributary Capital Management
Nebraska
$12.4M +$11.9M +115,615 New
ZCM
34
Ziegler Capital Management
Illinois
$12.1M +$7.43M +72,447 +178%
GIA
35
GHP Investment Advisors
Colorado
$11.3M +$37.4K +365 +0.3%
Select Equity Group
36
Select Equity Group
New York
$11.2M +$10.7M +104,749 New
CVA
37
Ceredex Value Advisors
Florida
$10.1M +$9.66M +94,200 New
JP Morgan Chase
38
JP Morgan Chase
New York
$9.17M +$1.83M +17,823 +26%
Comerica Bank
39
Comerica Bank
Texas
$9.11M -$374K -3,648 -4%
MOACM
40
Mutual of America Capital Management
New York
$8.77M -$606K -5,908 -7%
CCMLC
41
Cardinal Capital Management LLC (Connecticut)
Connecticut
$8.62M +$768K +7,485 +10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$8.14M -$32.6K -318 -0.4%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$7.92M -$570K -5,556 -7%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.75M +$33.7K +329 +0.5%
GIP
45
Granite Investment Partners
California
$7.42M +$72.3K +705 +1%
Victory Capital Management
46
Victory Capital Management
Texas
$6.83M +$352K +3,428 +6%
AACP
47
Advantage Alpha Capital Partners
California
$6.21M +$1.31M +12,762 +28%
CS
48
Credit Suisse
Switzerland
$6.12M +$468K +4,561 +9%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$5.85M +$5.17M +50,413 +1,180%
BCM
50
Bridgeway Capital Management
Texas
$5.68M +$2.75M +26,800 +102%

ESE Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2024, worth a combined $2.63B — down 9.8% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESE positions and 21 closed out — a net gain of 23 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $14.6M. The largest seller was Capital International Investors, cutting an estimated $89.4M.

  • 243 institutional investors held ESCO Technologies (ESE) as of Q1 2024, up from 221 in Q4 2023.
  • Funds reported $2.63B of ESCO Technologies stock for Q1 2024, down 9.8% quarter-over-quarter.
  • 44 funds opened new ESCO Technologies positions in Q1 2024 and 21 closed out, a net change of +23 holders.
  • The largest ESCO Technologies buyer in Q1 2024 was Neuberger Berman Group, an estimated $14.6M added.
  • The largest ESCO Technologies seller in Q1 2024 was Capital International Investors, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2024.