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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
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.66M -$63.6K -620 -1%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.44M
Millennium Management
53
Millennium Management
New York
$4.66M +$2.35M +22,894 +111%
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$4.57M +$4.37M +42,603 +236,683%
Squarepoint
55
Squarepoint
New York
$4.29M +$3.69M +35,927 +867%
Citadel Advisors
56
Citadel Advisors
Florida
$3.72M +$2.23M +21,750 +167%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$3.64M +$2M +19,465 +134%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$3.6M +$2.73M +26,663 +380%
Canada Life
59
Canada Life
Manitoba, Canada
$3.59M +$1.3M +12,632 +60%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$3.42M +$110K +1,073 +3%
AllianceBernstein
61
AllianceBernstein
Tennessee
$3.15M -$47.2K -460 -2%
Prudential Financial
62
Prudential Financial
New Jersey
$3.08M -$82.5K -804 -3%
UBS Group
63
UBS Group
Switzerland
$3.05M -$79K -770 -3%
SEI Investments
64
SEI Investments
Pennsylvania
$2.98M -$528K -5,145 -16%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.91M +$425K +4,140 +18%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.76M -$141K -1,379 -5%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$2.68M +$5.23K +51 +0.2%
Citigroup
68
Citigroup
New York
$2.59M +$540K +5,261 +28%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$2.54M +$799K +7,788 +49%
Barclays
70
Barclays
United Kingdom
$2.53M -$1.71M -16,685 -41%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$2.53M +$64.1K +625 +3%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$2.5M -$426K -4,150 -15%
TPSF
73
Texas Permanent School Fund
Texas
$2.42M +$31.3K +305 +1%
First Trust Advisors
74
First Trust Advisors
Illinois
$2.33M -$727K -7,091 -25%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$2.18M +$95.4K +930 +5%

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.