Espey Mfg & Electronics Corp
ESP
28 hedge funds and large institutions have $10.3M invested in Espey Mfg & Electronics Corp in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and closing their positions.
68% more capital invested
Capital invested by funds: $6.16M → $10.3M (+$4.18M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
22% more funds holding
Funds holding: 23 → 28 (+5)
3.03% more ownership
Funds ownership: 12.08% → 15.12% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$261K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$250K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$232K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$211K |
| 5 |
Renaissance Technologies
New York
|
+$85.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$72.6K |
| 2 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$69.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$14.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.08K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$672 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Lazard Asset Management
New York
| $1K | +$973 | +42 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $348 | +$93 | +4 | +40% |
|
28
JP Morgan Chase
New York
| $227 | +$46 | +2 | +29% |
|
ESP Hedge Fund Activity: Q1 2024 in Review
28 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q1 2024, worth a combined $10.3M — up 68% from $6.16M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESP positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $261K. The largest seller was Morgan Stanley, cutting an estimated $72.6K.
- 28 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q1 2024, up from 23 in Q4 2023.
- Funds reported $10.3M of Espey Mfg & Electronics Corp stock for Q1 2024, up 68% quarter-over-quarter.
- 5 funds opened new Espey Mfg & Electronics Corp positions in Q1 2024 and 0 closed out, a net change of +5 holders.
- The largest Espey Mfg & Electronics Corp buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $261K added.
- The largest Espey Mfg & Electronics Corp seller in Q1 2024 was Morgan Stanley, an estimated $72.6K sold.
Based on aggregated 13F filings for Q1 2024.