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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$131K +$3.4K +56 +3%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$105K -$5.95K -98 -5%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$93K -$4.25K -70 -4%
SEI Investments
129
SEI Investments
Pennsylvania
$87K +$75K +1,235 +614%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$86K +$41.4K +682 +91%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K -$182 -3 -0.2%
RQS
132
Ramsey Quantitative Systems
Kentucky
$62K +$62.1K +1,022 New
II
133
Inspire Investing
Idaho
$56K +$56.3K +926 New
SWA
134
Sutton Wealth Advisors
Florida
$48.3K – – –
LIA
135
LS Investment Advisors
Michigan
$45K -$84.9K -1,398 -65%
AG
136
Advisor Group
Arizona
$42K – – –
GT
137
Glenmede Trust
Pennsylvania
$39K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$31K – – –
MMG
139
Monetary Management Group
Missouri
$25K – – –
WT
140
Whittier Trust
California
$24K – – –
FGC
141
Financial Gravity Companies
Texas
$21K +$21.2K +349 New
BL
142
Balentine LLC
Georgia
$18K – – –
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$16K – – –
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$16K – – –
EWM
145
Evercore Wealth Management
New York
$15K – – –
CT
146
CPF Texas
Texas
$15K +$15.2K +250 New
CCM
147
Cribstone Capital Management
Maine
$14K – – –
MA
148
MUFG Americas
New York
$14K +$608 +10 +4%
First Manhattan
149
First Manhattan
New York
$12K – – –
APA
150
American Portfolios Advisors
New York
$11K +$11.1K +183 New
4 5
6
7 8

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.