ESCO Technologies
144 hedge funds and large institutions have $870M invested in ESCO Technologies in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
17% more funds holding
Funds holding: 123 → 144 (+21)
0.77% less ownership
Funds ownership: 95.36% → 94.6% (-0.77%)
2% less capital invested
Capital invested by funds: $889M → $870M (-$19.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$24.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$6.87M |
| 4 |
Millennium Management
New York
|
+$5.03M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$80.5M |
| 2 |
Neuberger Berman Group
New York
|
-$4.15M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.12M |
| 4 |
LCS
Levin Capital Strategies
New York
|
-$2.41M |
| 5 |
OCM
OMT Capital Management
San Francisco,
California
|
-$1.93M |
ESE Hedge Fund Activity: Q2 2014 in Review
144 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2014, worth a combined $870M — down 2.2% from $889M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ESE positions and 6 closed out — a net gain of 22 holders — while 47 added to existing stakes and 36 trimmed.
The largest buyer was Keeley Asset Management, adding an estimated $24.2M. The largest seller was Waddell & Reed Financial, cutting an estimated $80.5M.
- 144 institutional investors held ESCO Technologies (ESE) as of Q2 2014, up from 123 in Q1 2014.
- Funds reported $870M of ESCO Technologies stock for Q2 2014, down 2.2% quarter-over-quarter.
- 28 funds opened new ESCO Technologies positions in Q2 2014 and 6 closed out, a net change of +22 holders.
- The largest ESCO Technologies buyer in Q2 2014 was Keeley Asset Management, an estimated $24.2M added.
- The largest ESCO Technologies seller in Q2 2014 was Waddell & Reed Financial, an estimated $80.5M sold.
Based on aggregated 13F filings for Q2 2014.