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ESCO Technologies
ESE

192 hedge funds and large institutions have $2.32B invested in ESCO Technologies in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $2.01B → $2.32B (+$311M)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.23% more ownership

Funds ownership: 93.87% → 94.1% (+0.23%)

5% less funds holding

Funds holding: 202 → 192 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
74
Reduced
67
Closed
24
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$11.6M
2
Capital International Investors
Capital International Investors
California
+$5.64M
3
Victory Capital Management
Victory Capital Management
Texas
+$4.89M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.81M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.33M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$17.3M
2
AACP
Advantage Alpha Capital Partners
California
-$2.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.49M
4
CSS
Cubist Systematic Strategies
Connecticut
-$2.28M
5
BlackRock
BlackRock
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
– -$366K -4,178 Closed
PFO
202
Pathstone Family Office
New Jersey
– -$326K -3,721 Closed
PCM
203
Prelude Capital Management
New York
– -$257K -2,932 Closed
KI
204
Kula Investments
Illinois
– -$208K -2,376 Closed
XT
205
XTX Topco
Cayman Islands
– -$208K -2,373 Closed
IFU
206
iSAM Funds (UK)
United Kingdom
– -$207K -2,360 Closed
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
– -$98K -1,129 Closed
SWA
208
Sutton Wealth Advisors
Florida
– -$62K -708 Closed
PMEF
209
Point72 Middle East FZE
United Arab Emirates
– -$45.4K -519 Closed
DFCM
210
Dark Forest Capital Management
Puerto Rico
– -$14.3K -163 Closed
FGAM
211
Financial Gravity Asset Management
Texas
– -$217 -88 Closed
IA
212
IFP Advisors
Florida
– -$12K -42 Closed
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
– -$2.63K -30 Closed
SWM
214
Spire Wealth Management
Virginia
– -$1K -10 Closed
5 6 7 8
9

ESE Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2023, worth a combined $2.32B — up 16% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ESE and 15 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 74 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $11.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $17.3M.

  • 192 institutional investors held ESCO Technologies (ESE) as of Q1 2023, down from 202 in Q4 2022.
  • Funds reported $2.32B of ESCO Technologies stock for Q1 2023, up 16% quarter-over-quarter.
  • 15 funds opened new ESCO Technologies positions in Q1 2023 and 24 closed out, a net change of -9 holders.
  • The largest ESCO Technologies buyer in Q1 2023 was Loomis, Sayles & Company, an estimated $11.6M added.
  • The largest ESCO Technologies seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.