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ESCO Technologies
ESE

200 hedge funds and large institutions have $2.52B invested in ESCO Technologies in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $2.32B → $2.52B (+$201M)

4% more funds holding

Funds holding: 192 → 200 (+8)

0.24% more ownership

Funds ownership: 94.1% → 94.34% (+0.24%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
62
Reduced
72
Closed
17
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$11K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$28.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$21.2M
3
Macquarie Group
Macquarie Group
Australia
+$9.21M
4
RA
Royce & Associates
New York
+$5.73M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.31M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$36.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$24.8M
3
BlackRock
BlackRock
New York
-$9.38M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.62M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
201
SG Americas Securities
New York
– -$810K -8,486 Closed
WHG
202
Westwood Holdings Group
Texas
– -$463K -4,852 Closed
CC
203
Centiva Capital
New York
– -$311K -3,255 Closed
GC
204
Guggenheim Capital
Illinois
– -$283K -2,969 Closed
GCP
205
GSA Capital Partners
United Kingdom
– -$276K -2,891 Closed
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
– -$264K -2,762 Closed
YIH
207
Y-Intercept (HK)
Hong Kong
– -$233K -2,446 Closed
NA
208
NewEdge Advisors
Louisiana
– -$57.3K -600 Closed
Cerity Partners
209
Cerity Partners
New York
– -$650K -401 Closed
AS
210
Altshuler Shaham
Israel
– -$19.9K -209 Closed
TWA
211
TCI Wealth Advisors
Arizona
– -$9.64K -101 Closed
CFB
212
Cullen/Frost Bankers
Texas
– -$7.64K -80 Closed
BAM
213
Belpointe Asset Management
Nevada
– -$2.86K -30 Closed
SC
214
Schubert & Co
Texas
– -$1.81K -19 Closed
BTI
215
Blue Trust Inc
Georgia
– -$1K -13 Closed
5 6 7 8
9

ESE Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2023, worth a combined $2.52B — up 8.7% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESE positions and 17 closed out — a net gain of 8 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $28.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $36.9M.

  • 200 institutional investors held ESCO Technologies (ESE) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $2.52B of ESCO Technologies stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 25 funds opened new ESCO Technologies positions in Q2 2023 and 17 closed out, a net change of +8 holders.
  • The largest ESCO Technologies buyer in Q2 2023 was Neuberger Berman Group, an estimated $28.1M added.
  • The largest ESCO Technologies seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2023.