ESCO Technologies
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.
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
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.35M |
| 3 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
+$7.16M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$6.01M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.88M |
Top Sellers
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$8.87M |
| 2 |
BAMCO Inc
New York
|
-$7.79M |
| 3 |
Millennium Management
New York
|
-$7M |
| 4 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$5.64M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$5.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFM
201
Signet Financial Management
Parsippany,
New Jersey
| – | -$1K | -16 | Closed |
|
|
SCA
202
Snowden Capital Advisors
New York
| – | -$1K | -13 | Closed |
|
|
SC
203
Schubert & Co
Mckinney,
Texas
| – | -$229 | -3 | -60% |
|
|
C
204
Covestor
London,
United Kingdom
| – | +$76 | +1 | +20% |
|
|
JWA
205
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$76 | +1 | +20% |
|
|
SIC
206
SJS Investment Consulting
Sylvania,
Ohio
| – | +$76 | +1 | New |
|
|
DI
207
Disciplined Investments
Tulsa,
Oklahoma
| – | +$229 | +3 | New |
|
|
MAM
208
Meeder Asset Management
Dublin,
Ohio
| – | +$305 | +4 | New |
|
|
CI
209
Cordant Inc
Portland,
Oregon
| – | +$381 | +5 | New |
|
210
Simplex Trading
Chicago,
Illinois
| – | +$915 | +12 | New |
|
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.