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ESCO Technologies
ESE

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: 221 → 243 (+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

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$14.6M
2
TCM
Tributary Capital Management
Nebraska
+$11.9M
3
Select Equity Group
Select Equity Group
New York
+$10.7M
4
N
Nuveen
North Carolina
+$10.7M
5
CVA
Ceredex Value Advisors
Florida
+$9.66M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$89.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$22.3M
3
Morgan Stanley
Morgan Stanley
New York
-$22M
4
CB
Commerce Bank
Missouri
-$9.28M
5
SAM
Silvercrest Asset Management
New York
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$425M +$1.22M +11,939 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$310M +$1.62M +15,801 +0.5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$159M -$22.3M -217,068 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$145M -$161K -1,568 -0.1%
CIP
5
Champlain Investment Partners
Vermont
$130M +$7.13M +69,500 +6%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$110M +$305K +2,976 +0.3%
State Street
7
State Street
Massachusetts
$107M +$2.16M +21,069 +2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$94.7M +$14.6M +142,048 +19%
GCM
9
Geneva Capital Management
Wisconsin
$92.7M -$620K -6,048 -0.7%
RA
10
Royce & Associates
New York
$74.5M +$3.6M +35,070 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.3M +$1.76M +17,169 +3%
SAM
12
Silvercrest Asset Management
New York
$58.6M -$8.21M -80,024 -13%
Macquarie Group
13
Macquarie Group
Australia
$53.5M -$1.43M -13,978 -3%
N
14
Nuveen
North Carolina
$43.4M +$10.7M +104,111 +35%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$42.7M -$1.3M -12,670 -3%
Bank of America
16
Bank of America
North Carolina
$33.7M +$1.21M +11,821 +4%
Goldman Sachs
17
Goldman Sachs
New York
$30.9M -$2.64M -25,705 -8%
Northern Trust
18
Northern Trust
Illinois
$30.8M -$632K -6,164 -2%
Charles Schwab
19
Charles Schwab
California
$30M +$696K +6,785 +2%
Morgan Stanley
20
Morgan Stanley
New York
$27.4M -$22M -214,371 -46%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26.6M -$1.71M -16,631 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$25.6M -$1.39M -13,526 -5%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$24.6M +$7.63M +74,392 +48%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$22.6M -$141K -1,374 -0.6%
Capital International Investors
25
Capital International Investors
California
$22M -$89.4M -871,180 -81%
1
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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.