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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K +$2.75K +26 +5%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$62K – – –
HIA
153
Harbor Investment Advisory
Maryland
$53K – – –
Osaic Holdings
154
Osaic Holdings
Arizona
$52K -$24.1K -228 -33%
WT
155
Whittier Trust
California
$44K – – –
EVM
156
Eaton Vance Management
Massachusetts
$35K +$33.7K +319 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$32K +$3.07K +29 +11%
BCA
158
Berman Capital Advisors
Georgia
$32K +$30K +284 +2,029%
CI
159
CX Institutional
Indiana
$27K – – –
APA
160
American Portfolios Advisors
New York
$26.1K +$8.67K +82 +52%
QCG
161
Quadrant Capital Group
Ohio
$21K +$1.06K +10 +5%
PA
162
Parallel Advisors
California
$18K +$1.38K +13 +9%
S
163
SignatureFD
Georgia
$12K +$1.8K +17 +18%
RIM
164
Rockbridge Investment Management
New York
$11K – – –
ST
165
Smithfield Trust
Pennsylvania
$11K – – –
VCM
166
Versant Capital Management
Arizona
$9K +$9.09K +86 New
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$7K +$4.23K +40 +143%
GAM
168
Gemmer Asset Management
California
$6K – – –
HPC
169
HM Payson & Co
Maine
$3K – – –
TFO
170
Tarbox Family Office
California
$3K – – –
PCG
171
Private Capital Group
Connecticut
$2K +$1.8K +17 +425%
GWM
172
Geneos Wealth Management
Colorado
$2K +$2.22K +21 New
AIG
173
American International Group
New York
$1.86K -$20.8K -197 -1%
BWA
174
BDO Wealth Advisors
Florida
$1K – – –
FPS
175
Fieldpoint Private Securities
Connecticut
$1K – – –
5 6
7
8 9

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.