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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$1.51M +$1.64K +18 +0.1%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$1.51M -$18.3K -200 -1%
Lazard Asset Management
78
Lazard Asset Management
New York
$1.47M +$1.77M +19,382 New
HSBC Holdings
79
HSBC Holdings
United Kingdom
$1.43M -$1.87M -20,447 -52%
Deutsche Bank
80
Deutsche Bank
Germany
$1.36M +$157K +1,719 +11%
AIG
81
American International Group
New York
$1.34M -$79.7K -873 -5%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.34M +$809K +8,860 +101%
SG Americas Securities
83
SG Americas Securities
New York
$1.31M +$324K +3,545 +26%
UBS Group
84
UBS Group
Switzerland
$1.28M -$1.67M -18,242 -52%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M +$68.1K +746 +5%
SEI Investments
86
SEI Investments
Pennsylvania
$1.13M +$877K +9,603 +204%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$1.09M -$250K -2,733 -16%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$1.06M
VOYA Investment Management
89
VOYA Investment Management
Georgia
$1.04M +$103K +1,133 +9%
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$992K +$389K +4,264 +48%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$958K +$742K +8,119 +180%
GC
92
Guggenheim Capital
Illinois
$920K -$126K -1,380 -10%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$899K +$378K +4,144 +54%
RHJA
94
Rice Hall James & Associates
California
$874K -$551K -6,033 -34%
SO
95
STRS Ohio
Ohio
$857K +$119K +1,300 +13%
Citigroup
96
Citigroup
New York
$856K -$174K -1,904 -14%
JP Morgan Chase
97
JP Morgan Chase
New York
$851K -$5.83M -63,864 -85%
MIM
98
MetLife Investment Management
New Jersey
$827K
KBC Group
99
KBC Group
Belgium
$818K -$2.2M -24,123 -69%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$792K

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.