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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
HNB
176
Huntington National Bank
Ohio
$1K – – –
IAIM
177
International Assets Investment Management
Florida
$1K – – –
LFG
178
Larson Financial Group
Missouri
$1K – – –
MAM
179
Meeder Asset Management
Ohio
$1K – – –
MWP
180
Meridian Wealth Partners
Pennsylvania
$1K +$1.16K +11 New
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$82 – – –
Wellington Management Group
182
Wellington Management Group
Massachusetts
– -$20.6M -199,754 Closed
Arrowstreet Capital
183
Arrowstreet Capital
Massachusetts
– -$2.42M -23,449 Closed
Allianz Asset Management
184
Allianz Asset Management
Germany
– -$1.3M -12,607 Closed
Squarepoint
185
Squarepoint
New York
– -$1.04M -10,098 Closed
MSA
186
Mason Street Advisors
Wisconsin
– -$1M -9,710 Closed
PPCM
187
Pillar Pacific Capital Management
California
– -$670K -6,500 Closed
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
– -$588K -5,700 Closed
ECM
189
ExodusPoint Capital Management
New York
– -$535K -5,180 Closed
AQR Capital Management
190
AQR Capital Management
Connecticut
– -$491K -4,753 Closed
Man Group
191
Man Group
United Kingdom
– -$375K -3,627 Closed
Jane Street
192
Jane Street
New York
– -$285K -2,764 Closed
IA
193
IndexIQ Advisors
New York
– -$285K -2,759 Closed
PP
194
PDT Partners
New York
– -$269K -2,607 Closed
GAM
195
Gotham Asset Management
New York
– -$234K -2,268 Closed
BAM
196
Blueshift Asset Management
New Jersey
– -$232K -2,247 Closed
D.E. Shaw & Co
197
D.E. Shaw & Co
New York
– -$230K -2,225 Closed
SCM
198
Silvant Capital Management
Georgia
– -$217K -2,104 Closed
CSS
199
Cubist Systematic Strategies
Connecticut
– -$133K -1,293 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$123K -1,188 Closed
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.