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ESCO Technologies

243 hedge funds and large institutions have $2.63B invested in ESCO Technologies in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $653K | Put options by funds: $310K

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

10% more funds holding

Funds holding: 221243 (+22)

5% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 78

1.26% less ownership

Funds ownership: 96.47%95.21% (-1.3%)

10% less capital invested

Capital invested by funds: $2.91B → $2.63B (-$285M)

Holders
243
Holders Change
+22
Holders Change %
+9.95%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
82
Reduced
78
Closed
21
Calls
$653K
Puts
$310K
Net Calls
+$343K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$43.4K
NC
202
nVerses Capital
Florida
$32.1K +$30.8K +300 New
Osaic Holdings
203
Osaic Holdings
Arizona
$31.4K -$143K -1,399 -83%
GI
204
GAMMA Investing
California
$30.1K -$11K -107 -28%
Ohio Public Employees Retirement System (OPERS)
205
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.3K -$410 -4 -2%
EWA
206
EverSource Wealth Advisors
Alabama
$25.7K +$3.18K +31 +14%
USB
207
Union Savings Bank
Connecticut
$22.7K
PA
208
Parallel Advisors
California
$21.6K +$513 +5 +3%
SPIA
209
Steward Partners Investment Advisory
New York
$21.4K -$615 -6 -3%
WT
210
Whittier Trust
California
$21.4K
QC
211
Quent Capital
New York
$21.3K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$21K -$2.67K -26 -12%
TFIPS
213
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.1K
HNB
214
Huntington National Bank
Ohio
$12.8K +$3.28K +32 +36%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$12.6K +$12.5K +122 New
ST
216
Smithfield Trust
Pennsylvania
$11K
CB
217
Community Bank
New York
$8.99K
AF
218
Allworth Financial
California
$6.21K +$1.23K +12 +26%
GRP
219
Global Retirement Partners
California
$5.14K
QL
220
Quarry LP
New York
$4.28K +$4.1K +40 New
CFD
221
Creative Financial Designs
Indiana
$4.17K
LFA
222
LGT Financial Advisors
Texas
$3.75K
VCM
223
Versant Capital Management
Arizona
$3.32K
BCMLT
224
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K +$2.56K +25 New
LC
225
Lindbrook Capital
California
$2.57K

ESE Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2024, worth a combined $2.63B — down 9.8% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESE positions and 21 closed out — a net gain of 23 holders — while 82 added to existing stakes and 78 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $14.6M. The largest seller was Capital International Investors, cutting an estimated $89.4M.

  • 243 institutional investors held ESCO Technologies (ESE) as of Q1 2024, up from 221 in Q4 2023.
  • Funds reported $2.63B of ESCO Technologies stock for Q1 2024, down 9.8% quarter-over-quarter.
  • 44 funds opened new ESCO Technologies positions in Q1 2024 and 21 closed out, a net change of +23 holders.
  • The largest ESCO Technologies buyer in Q1 2024 was Neuberger Berman Group, an estimated $14.6M added.
  • The largest ESCO Technologies seller in Q1 2024 was Capital International Investors, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2024.