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ESCO Technologies
ESE

185 hedge funds and large institutions have $1.69B invested in ESCO Technologies in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,777% more call options, than puts

Call options by funds: $244K | Put options by funds: $13K

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

1.13% more ownership

Funds ownership: 93.3% → 94.43% (+1.1%)

5% less funds holding

Funds holding: 195 → 185 (-10)

23% less capital invested

Capital invested by funds: $2.19B → $1.69B (-$502M)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
185
Holders Change
-10
Holders Change %
-5.13%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
75
Reduced
60
Closed
29
Calls
$244K
Puts
$13K
Net Calls
+$231K
Net Calls Change
+$231K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$19.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.35M
3
CIC
Crawford Investment Counsel
Georgia
+$7.16M
4
GIP
Granite Investment Partners
California
+$6.01M
5
Invesco
Invesco
Georgia
+$2.88M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$8.87M
2
BAMCO Inc
BAMCO Inc
New York
-$7.79M
3
Millennium Management
Millennium Management
New York
-$7M
4
MGWM
Marks Group Wealth Management
Minnesota
-$5.64M
5
SAM
Silvercrest Asset Management
New York
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
151
Macquarie Group
Australia
$30.5K +$2.55M +33,385 +8%
S
152
SignatureFD
Georgia
$18K +$13.5K +177 +216%
HWA
153
HHM Wealth Advisors
Tennessee
$14K – – –
QC
154
Quent Capital
New York
$14K – – –
WT
155
Whittier Trust
California
$14K – – –
PA
156
Parallel Advisors
California
$12K +$610 +8 +5%
IA
157
IFP Advisors
Florida
$11K +$2.44K +32 +291%
GGI
158
Godsey & Gibb Inc
Virginia
$10K -$11.4K -150 -50%
VCM
159
Versant Capital Management
Arizona
$10K -$1.68K -22 -14%
DFCM
160
Dark Forest Capital Management
Puerto Rico
$10K +$3.13K +41 +36%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$8K -$1.98K -26 -17%
RIM
162
Rockbridge Investment Management
New York
$7.01K – – –
ST
163
Smithfield Trust
Pennsylvania
$7K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$7K +$7.63K +100 New
EWA
165
EverSource Wealth Advisors
Alabama
$6K +$6.56K +86 New
TWA
166
TCI Wealth Advisors
Arizona
$5K +$5.87K +77 New
GAM
167
Gemmer Asset Management
California
$3K – – –
LC
168
Lindbrook Capital
California
$3K +$1.91K +25 +119%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.43K +45 New
APA
170
American Portfolios Advisors
New York
$2.94K -$41.8K -548 -93%
PCG
171
Private Capital Group
Connecticut
$2K – – –
GRP
172
Global Retirement Partners
California
$2K +$2.14K +28 New
STCOSD
173
Sageworth Trust Company of South Dakota
South Dakota
$1K -$6.25K -82 -84%
TFO
174
Tarbox Family Office
California
$1K – – –
MCM
175
Manchester Capital Management
Vermont
$1K +$1.14K +15 New
5 6
7
8 9

ESE Hedge Fund Activity: Q1 2022 in Review

185 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2022, worth a combined $1.69B — down 23% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ESE and 20 opened new positions — a net loss of 9 holders — while 60 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Congress Asset Management, exiting entirely with an estimated $8.87M sold.

  • 185 institutional investors held ESCO Technologies (ESE) as of Q1 2022, down from 195 in Q4 2021.
  • Funds reported $1.69B of ESCO Technologies stock for Q1 2022, down 23% quarter-over-quarter.
  • 20 funds opened new ESCO Technologies positions in Q1 2022 and 29 closed out, a net change of -9 holders.
  • The largest ESCO Technologies buyer in Q1 2022 was Bank of America, an estimated $19.1M added.
  • The largest ESCO Technologies seller in Q1 2022 was Congress Asset Management, an estimated $8.87M sold.

Based on aggregated 13F filings for Q1 2022.