ESCO Technologies
ESE
123 hedge funds and large institutions have $889M invested in ESCO Technologies in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 13 closing their positions.
4% more capital invested
Capital invested by funds: $858M → $889M (+$30.9M)
0.81% more ownership
Funds ownership: 94.55% → 95.36% (+0.81%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 125 → 123 (-2)
31% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$18.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.69M |
| 3 |
ICM
Invicta Capital Management
New York
|
+$7M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$2.91M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$6.27M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$5.39M |
| 3 |
OCM
OMT Capital Management
San Francisco,
California
|
-$5.16M |
| 4 |
Neuberger Berman Group
New York
|
-$4.71M |
| 5 |
Goldman Sachs
New York
|
-$2.08M |
ESE Hedge Fund Activity: Q1 2014 in Review
123 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2014, worth a combined $889M — up 3.6% from $858M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ESE and 12 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 34 added.
The largest buyer was Keeley Asset Management, opening a new position worth an estimated $18.6M. The largest seller was Waddell & Reed Financial, cutting an estimated $6.27M.
- 123 institutional investors held ESCO Technologies (ESE) as of Q1 2014, down from 125 in Q4 2013.
- Funds reported $889M of ESCO Technologies stock for Q1 2014, up 3.6% quarter-over-quarter.
- 12 funds opened new ESCO Technologies positions in Q1 2014 and 13 closed out, a net change of -1 holder.
- The largest ESCO Technologies buyer in Q1 2014 was Keeley Asset Management, an estimated $18.6M added.
- The largest ESCO Technologies seller in Q1 2014 was Waddell & Reed Financial, an estimated $6.27M sold.
Based on aggregated 13F filings for Q1 2014.