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ESCO Technologies

200 hedge funds and large institutions have $2.52B invested in ESCO Technologies in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $2.32B → $2.52B (+$201M)

4% more funds holding

Funds holding: 192200 (+8)

0.24% more ownership

Funds ownership: 94.1%94.34% (+0.24%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
62
Reduced
72
Closed
17
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$144K
Fidelity Investments
152
Fidelity Investments
Massachusetts
$123K +$2.69K +28 +2%
QCG
153
Quadrant Capital Group
Ohio
$120K -$3.27K -34 -3%
SOW
154
State of Wyoming
Wyoming
$95K +$18K +187 +26%
S
155
SignatureFD
Georgia
$87K
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$65.1K +$8.17K +85 +16%
AA
157
Addison Advisors
Vermont
$64.8K
PFBT
158
Parkside Financial Bank & Trust
Missouri
$58.3K
TRCT
159
Tower Research Capital (TRC)
New York
$52.1K -$24.9K -259 -34%
HIA
160
Harbor Investment Advisory
Maryland
$45.2K +$11.1K +116 +36%
TWM
161
Tradition Wealth Management
Minnesota
$43K +$96 +1 +0.2%
VWM
162
Venturi Wealth Management
Texas
$42K
EWA
163
EverSource Wealth Advisors
Alabama
$29.6K
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$29K -$3.27K -34 -11%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$25K +$1.63K +17 +7%
USB
166
Union Savings Bank
Connecticut
$21.3K +$20.4K +212 New
HWA
167
HHM Wealth Advisors
Tennessee
$20.7K
SPIA
168
Steward Partners Investment Advisory
New York
$20.7K
VWM
169
Valley Wealth Managers
New Jersey
$20.7K
WT
170
Whittier Trust
California
$20.7K
QC
171
Quent Capital
New York
$20.6K
PA
172
Parallel Advisors
California
$20.4K +$1.15K +12 +6%
CIM
173
Contravisory Investment Management
Massachusetts
$17.7K +$16.4K +171 New
ST
174
Smithfield Trust
Pennsylvania
$11K
VCM
175
Versant Capital Management
Arizona
$10.3K -$16.3K -170 -63%

ESE Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2023, worth a combined $2.52B — up 8.7% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESE positions and 17 closed out — a net gain of 8 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $28.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $36.9M.

  • 200 institutional investors held ESCO Technologies (ESE) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $2.52B of ESCO Technologies stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 25 funds opened new ESCO Technologies positions in Q2 2023 and 17 closed out, a net change of +8 holders.
  • The largest ESCO Technologies buyer in Q2 2023 was Neuberger Berman Group, an estimated $28.1M added.
  • The largest ESCO Technologies seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2023.