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ESCO Technologies
ESE

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: 221 → 243 (+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

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$14.6M
2
TCM
Tributary Capital Management
Nebraska
+$11.9M
3
Select Equity Group
Select Equity Group
New York
+$10.7M
4
N
Nuveen
North Carolina
+$10.7M
5
CVA
Ceredex Value Advisors
Florida
+$9.66M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$89.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$22.3M
3
Morgan Stanley
Morgan Stanley
New York
-$22M
4
CB
Commerce Bank
Missouri
-$9.28M
5
SAM
Silvercrest Asset Management
New York
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
101
Schonfeld Strategic Advisors
New York
$1.2M +$1.15M +11,240 New
DT
102
Diversified Trust
Tennessee
$1.12M +$264K +2,575 +33%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$1.12M +$5.23K +51 +0.5%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$1.09M +$424K +4,130 +56%
PP
105
PDT Partners
New York
$1.08M +$1.33K +13 +0.1%
US Bancorp
106
US Bancorp
Minnesota
$1.06M -$470K -4,583 -32%
Cerity Partners
107
Cerity Partners
New York
$1.05M +$1.01M +9,803 New
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$1.04M -$31K -302 -3%
PL
109
Plancorp LLC
Missouri
$1.03M +$103 +1 +0%
SCM
110
Semanteon Capital Management
Massachusetts
$948K +$908K +8,851 New
N
111
Numerai
California
$930K +$891K +8,686 New
VOYA Investment Management
112
VOYA Investment Management
Georgia
$905K -$194K -1,893 -18%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$905K -$7.69K -75 -0.8%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$898K – – –
AB
115
Amalgamated Bank
New York
$859K -$250K -2,437 -23%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$821K -$590K -5,751 -43%
Vontobel Holding
117
Vontobel Holding
Switzerland
$805K +$96.2K +938 +14%
FNBOO
118
First National Bank of Omaha
Nebraska
$774K +$499K +4,867 New
VA
119
Valmark Advisers
Ohio
$768K +$736K +7,177 New
Stifel Financial
120
Stifel Financial
Missouri
$764K -$1.64K -16 -0.2%
ASRS
121
Arizona State Retirement System
Arizona
$759K -$11.9K -116 -2%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$744K -$61.5K -600 -8%
Creative Planning
123
Creative Planning
Kansas
$742K +$54.8K +534 +8%
EGM
124
Engineers Gate Manager
New York
$715K +$685K +6,675 New
Two Sigma Advisers
125
Two Sigma Advisers
New York
$696K +$667K +6,500 New
3 4
5
6 7

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.