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ESCO Technologies
ESE

167 hedge funds and large institutions have $1.49B invested in ESCO Technologies in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 158 → 167 (+9)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$5.4M)

0.87% less ownership

Funds ownership: 96.39% → 95.52% (-0.87%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
55
Reduced
55
Closed
12
Calls
$1.37M
Puts
–
Net Calls
+$1.37M
Net Calls Change
+$1.82M

Top Buyers

1
CCA
Conestoga Capital Advisors
Pennsylvania
+$10.8M
2
BlackRock
BlackRock
New York
+$8.96M
3
Morgan Stanley
Morgan Stanley
New York
+$3.58M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.05M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.68M

Top Sellers

1
Invesco
Invesco
Georgia
-$9.36M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$7.69M
3
Macquarie Group
Macquarie Group
Australia
-$6.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$5.97M
5
FIM
Foresters Investment Management
New York
-$5.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$338K – – –
CGH
102
Crossmark Global Holdings
Texas
$327K -$103K -1,701 -24%
PIA
103
Piedmont Investment Advisors
North Carolina
$320K -$19.2K -316 -6%
PM
104
Parametrica Management
Hong Kong
$318K +$321K +5,282 New
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$315K – – –
Barclays
106
Barclays
United Kingdom
$313K +$225K +3,701 +249%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$310K +$1.82K +30 +0.6%
SDIC
108
South Dakota Investment Council
South Dakota
$283K -$48.6K -800 -15%
ProShare Advisors
109
ProShare Advisors
Maryland
$275K +$278K +4,569 New
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$259K -$62.5K -1,028 -19%
M&T Bank
111
M&T Bank
New York
$255K -$20.5K -337 -7%
Truist Financial
112
Truist Financial
North Carolina
$252K +$1.22K +20 +0.5%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$249K – – –
Parallax Volatility Advisers
114
Parallax Volatility Advisers
California
$233K +$235K +3,864 New
PA
115
Profund Advisors
Maryland
$230K +$27.9K +459 +14%
AB
116
Amalgamated Bank
New York
$222K +$15.2K +250 +7%
Victory Capital Management
117
Victory Capital Management
Texas
$221K +$19.3K +318 +9%
AQR Capital Management
118
AQR Capital Management
Connecticut
$212K -$88.9K -1,463 -29%
BC
119
Banced Corp
Illinois
$211K – – –
CTC
120
Central Trust Company
Missouri
$211K – – –
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$209K +$7.41K +122 +4%
EDRH
122
Edmond de Rothschild Holding
Switzerland
$181K – – –
RWG
123
Regal Wealth Group
California
$167K +$169K +2,775 New
UBS Group
124
UBS Group
Switzerland
$150K -$2.07K -34 -1%
AIP
125
Ameritas Investment Partners
Nebraska
$132K – – –
3 4
5
6 7

ESE Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q4 2017, worth a combined $1.49B — down 0.36% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ESE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $10.8M. The largest seller was Invesco, cutting an estimated $9.36M.

  • 167 institutional investors held ESCO Technologies (ESE) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.49B of ESCO Technologies stock for Q4 2017, down 0.36% quarter-over-quarter.
  • 21 funds opened new ESCO Technologies positions in Q4 2017 and 12 closed out, a net change of +9 holders.
  • The largest ESCO Technologies buyer in Q4 2017 was Conestoga Capital Advisors, an estimated $10.8M added.
  • The largest ESCO Technologies seller in Q4 2017 was Invesco, an estimated $9.36M sold.

Based on aggregated 13F filings for Q4 2017.