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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$733K +$26.2K +287 +3%
PL
102
Plancorp LLC
Missouri
$727K
HIM
103
Hillsdale Investment Management
Ontario, Canada
$691K +$831K +9,100 New
MSA
104
Mason Street Advisors
Wisconsin
$687K
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$622K +$45.7K +500 +6%
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
$611K +$9.13K +100 +1%
SMC
107
Smith, Moore & Co
Missouri
$602K -$6.67K -73 -0.9%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$579K -$40.4K -442 -5%
Stifel Financial
109
Stifel Financial
Missouri
$556K -$9.44M -103,405 -94%
GAM
110
Gotham Asset Management
New York
$548K +$659K +7,220 New
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$545K -$157K -1,720 -19%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$531K -$36.5K -400 -5%
PPCM
113
Pillar Pacific Capital Management
California
$494K +$82.2K +900 +16%
PTC
114
Private Trust Company
Ohio
$493K
ASRS
115
Arizona State Retirement System
Arizona
$463K -$1.03M -11,225 -65%
VRS
116
Virginia Retirement Systems
Virginia
$440K
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$431K -$18.3K -200 -3%
GT
118
Glenmede Trust
Pennsylvania
$418K
CDH
119
Charles D. Hyman
$416K -$21.9K -240 -4%
AAM
120
Advisors Asset Management
Colorado
$415K +$189K +2,071 +61%
SRAM
121
Stone Ridge Asset Management
New York
$409K
AB
122
Amalgamated Bank
New York
$359K -$9.13K -100 -2%
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
$344K +$414K +4,535 New
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$334K
Citadel Advisors
125
Citadel Advisors
Florida
$333K +$400K +4,381 New

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.