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ESCO Technologies

194 hedge funds and large institutions have $1.91B invested in ESCO Technologies in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 95.06%96.59% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

6% less funds holding

Funds holding: 206194 (-12)

17% less capital invested

Capital invested by funds: $2.28B → $1.91B (-$379M)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
67
Reduced
67
Closed
34
Calls
$964K
Puts
Net Calls
+$964K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$11K -$1.83K -20 -12%
PA
177
Parallel Advisors
California
$10K -$27.6K -302 -68%
APA
178
American Portfolios Advisors
New York
$8.65K -$9.41K -103 -47%
ST
179
Smithfield Trust
Pennsylvania
$8K
BL
180
Balentine LLC
Georgia
$7K
FHA
181
Flagship Harbor Advisors
Massachusetts
$7K
Bessemer Group
182
Bessemer Group
New Jersey
$5K +$4.66K +51 +268%
TRCT
183
Tower Research Capital (TRC)
New York
$4K -$71.5K -783 -94%
GAM
184
Gemmer Asset Management
California
$4K
CBT
185
Capital Bank & Trust
California
$3K
CFG
186
Citizens Financial Group
Rhode Island
$3K
QT
187
Quantbot Technologies
New York
$3K +$3.65K +40 New
PCG
188
Private Capital Group
Connecticut
$3K +$4.11K +45 New
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
TFO
190
Tarbox Family Office
California
$2K +$1.83K +20 +200%
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$2K +$2.83K +31 New
HGWM
192
Harvest Group Wealth Management
Massachusetts
$1K
VCM
193
Versant Capital Management
Arizona
$1K
FGAM
194
Financial Gravity Asset Management
Texas
$80 -$1.55K -17 -94%
CIP
195
Chartwell Investment Partners
Pennsylvania
-$17M -183,838 Closed
Janus Henderson Group
196
Janus Henderson Group
United Kingdom
-$12.5M -134,980 Closed
Select Equity Group
197
Select Equity Group
New York
-$6.67M -72,096 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
-$3.85M -41,588 Closed
AAMU
199
AEGON Asset Management (UK)
United Kingdom
-$2.24M -24,262 Closed
CEP
200
Chicago Equity Partners
Illinois
-$1.93M -20,865 Closed

ESE Hedge Fund Activity: Q1 2020 in Review

194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2020, worth a combined $1.91B — down 17% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ESE and 24 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $43.5M. The largest seller was Wellington Management Group, cutting an estimated $35.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.91B of ESCO Technologies stock for Q1 2020, down 17% quarter-over-quarter.
  • 24 funds opened new ESCO Technologies positions in Q1 2020 and 34 closed out, a net change of -10 holders.
  • The largest ESCO Technologies buyer in Q1 2020 was Fidelity Investments, an estimated $43.5M added.
  • The largest ESCO Technologies seller in Q1 2020 was Wellington Management Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2020.