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ESCO Technologies
ESE

183 hedge funds and large institutions have $2.68B invested in ESCO Technologies in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.56B → $2.68B (+$118M)

0.13% less ownership

Funds ownership: 94.72% → 94.58% (-0.13%)

9% less funds holding

Funds holding: 201 → 183 (-18)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

47% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 34

Holders
183
Holders Change
-18
Holders Change %
-8.96%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
74
Closed
34
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$329K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$38M
2
Victory Capital Management
Victory Capital Management
Texas
+$26.6M
3
CIP
Champlain Investment Partners
Vermont
+$18.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.89M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.61M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.6M
2
Macquarie Group
Macquarie Group
Australia
-$11.1M
3
SAM
Silvercrest Asset Management
New York
-$11M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.13M
5
Citigroup
Citigroup
New York
-$7.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$825K +$2.96K +28 +0.4%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$814K +$8.88K +84 +1%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$785K -$672K -6,357 -47%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$762K – – –
HF
105
HRT Financial
New York
$756K +$735K +6,948 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$716K -$96.3K -911 -12%
GC
107
Guggenheim Capital
Illinois
$635K -$109K -1,029 -15%
E
108
Ergoteles
New York
$621K +$603K +5,700 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$618K -$26.3K -249 -4%
PTC
110
Private Trust Company
Ohio
$608K -$94.3K -892 -14%
Verition Fund Management
111
Verition Fund Management
Connecticut
$580K +$564K +5,329 New
CDH
112
Charles D. Hyman
$570K – – –
II
113
Inspire Investing
Idaho
$564K -$9.09K -86 -2%
ClearBridge Investments
114
ClearBridge Investments
New York
$541K +$111K +1,050 +27%
AAM
115
Advisors Asset Management
Colorado
$526K -$120K -1,139 -19%
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$518K +$151K +1,425 +43%
M&T Bank
117
M&T Bank
New York
$459K -$29.6K -280 -6%
AB
118
Amalgamated Bank
New York
$409K -$34.5K -326 -8%
LPL Financial
119
LPL Financial
California
$409K -$2.75K -26 -0.7%
ECM
120
Everence Capital Management
Indiana
$409K – – –
Citigroup
121
Citigroup
New York
$403K -$7.69M -72,752 -95%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$362K +$2.01K +19 +0.6%
ZB
123
Zions Bancorporation
Utah
$341K -$634 -6 -0.2%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$336K -$312K -2,955 -49%
PA
125
Profund Advisors
Maryland
$325K +$16.8K +159 +6%
3 4
5
6 7

ESE Hedge Fund Activity: Q1 2021 in Review

183 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2021, worth a combined $2.68B — up 4.6% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ESE and 18 opened new positions — a net loss of 16 holders — while 74 trimmed existing stakes and 58 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $38M. The largest seller was Wellington Management Group, exiting entirely with an estimated $20.6M sold.

  • 183 institutional investors held ESCO Technologies (ESE) as of Q1 2021, down from 201 in Q4 2020.
  • Funds reported $2.68B of ESCO Technologies stock for Q1 2021, up 4.6% quarter-over-quarter.
  • 18 funds opened new ESCO Technologies positions in Q1 2021 and 34 closed out, a net change of -16 holders.
  • The largest ESCO Technologies buyer in Q1 2021 was Capital International Investors, an estimated $38M added.
  • The largest ESCO Technologies seller in Q1 2021 was Wellington Management Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2021.