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ESCO Technologies

257 hedge funds and large institutions have $2.59B invested in ESCO Technologies in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

6% more funds holding

Funds holding: 243257 (+14)

0.62% more ownership

Funds ownership: 95.21%95.84% (+0.62%)

1% less capital invested

Capital invested by funds: $2.63B → $2.59B (-$37.4M)

40% less call options, than puts

Call options by funds: $221K | Put options by funds: $368K

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
96
Reduced
79
Closed
25
Calls
$221K
Puts
$368K
Net Calls
-$147K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$73K
Osaic Holdings
202
Osaic Holdings
Arizona
$69.7K +$39.1K +371 +127%
AA
203
Addison Advisors
Vermont
$65.7K
SO
204
STRS Ohio
Ohio
$63K +$63.2K +600 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$53.5K
IC
206
Innealta Capital
Texas
$49.8K +$50K +474 New
VWM
207
Venturi Wealth Management
Texas
$42.5K
FHA
208
First Horizon Advisors
Tennessee
$35.7K +$35.8K +340 New
GI
209
GAMMA Investing
California
$34.5K +$4.95K +47 +17%
EWA
210
EverSource Wealth Advisors
Alabama
$33.9K +$2.42K +23 +9%
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9K +$105 +1 +0.4%
OWA
212
Opal Wealth Advisors
New York
$23K +$23.1K +219 New
USB
213
Union Savings Bank
Connecticut
$22.3K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$22K +$1.48K +14 +7%
CFM
215
Catalyst Funds Management
Australia
$21K -$63.2K -600 -75%
SPIA
216
Steward Partners Investment Advisory
New York
$21K
WT
217
Whittier Trust
California
$21K
Canada Pension Plan Investment Board
218
Canada Pension Plan Investment Board
Ontario, Canada
$21K +$21.1K +200 New
QC
219
Quent Capital
New York
$20.9K
PA
220
Parallel Advisors
California
$20.7K -$527 -5 -2%
TFIPS
221
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.8K
UB
222
UMB Bank
Missouri
$15.1K +$13.7K +130 +929%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$14.1K +$1.58K +15 +12%
HNB
224
Huntington National Bank
Ohio
$12.7K +$105 +1 +0.8%
ST
225
Smithfield Trust
Pennsylvania
$11K

ESE Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2024, worth a combined $2.59B — down 1.4% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESE positions and 25 closed out — a net gain of 16 holders — while 96 added to existing stakes and 79 trimmed.

The largest buyer was Select Equity Group, adding an estimated $30.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $44.3M.

  • 257 institutional investors held ESCO Technologies (ESE) as of Q2 2024, up from 243 in Q1 2024.
  • Funds reported $2.59B of ESCO Technologies stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 41 funds opened new ESCO Technologies positions in Q2 2024 and 25 closed out, a net change of +16 holders.
  • The largest ESCO Technologies buyer in Q2 2024 was Select Equity Group, an estimated $30.6M added.
  • The largest ESCO Technologies seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q2 2024.