ESCO Technologies
177 hedge funds and large institutions have $1.6B invested in ESCO Technologies in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
8% more funds holding
Funds holding: 164 → 177 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.36% less ownership
Funds ownership: 95.49% → 95.13% (-0.36%)
2% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 56
5% less capital invested
Capital invested by funds: $1.68B → $1.6B (-$79.1M)
25% less call options, than puts
Call options by funds: $251K | Put options by funds: $336K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$11.6M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$8.28M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
+$6.38M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$5.94M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$15.4M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$14M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.21M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.89M |
| 5 |
GH
GAM Holding
Zurich,
Switzerland
|
-$3.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Marshall Wace
London,
United Kingdom
| – | -$1.56M | -22,991 | Closed |
|
177
Citadel Advisors
Miami,
Florida
| – | -$564K | -8,278 | Closed |
|
|
EGM
178
Engineers Gate Manager
New York
| – | -$360K | -5,289 | Closed |
|
179
Holocene Advisors
New York
| – | -$257K | -3,780 | Closed |
|
|
JG
180
Jefferies Group
New York
| – | -$212K | -3,114 | Closed |
|
181
Teacher Retirement System of Texas
Austin,
Texas
| – | -$207K | -3,046 | Closed |
|
|
QT
182
Quantbot Technologies
New York
| – | -$43K | -639 | Closed |
|
183
Parallax Volatility Advisers
San Francisco,
California
| – | -$25K | -373 | Closed |
|
|
IA
184
IFP Advisors
Tampa,
Florida
| – | -$19K | -281 | Closed |
|
|
SWP
185
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$9K | -125 | Closed |
|
186
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -13 | Closed |
|
|
FGC
187
Financial Gravity Companies
Lakeway,
Texas
| – | +$325 | +5 | New |
|
ESE Hedge Fund Activity: Q4 2018 in Review
177 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q4 2018, worth a combined $1.6B — down 4.7% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ESE positions and 13 closed out — a net gain of 15 holders — while 55 added to existing stakes and 56 trimmed.
The largest buyer was Invesco, adding an estimated $11.6M. The largest seller was Brown Advisory, cutting an estimated $15.4M.
- 177 institutional investors held ESCO Technologies (ESE) as of Q4 2018, up from 164 in Q3 2018.
- Funds reported $1.6B of ESCO Technologies stock for Q4 2018, down 4.7% quarter-over-quarter.
- 28 funds opened new ESCO Technologies positions in Q4 2018 and 13 closed out, a net change of +15 holders.
- The largest ESCO Technologies buyer in Q4 2018 was Invesco, an estimated $11.6M added.
- The largest ESCO Technologies seller in Q4 2018 was Brown Advisory, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2018.