Espey Mfg & Electronics Corp
ESP
26 hedge funds and large institutions have $9.19M invested in Espey Mfg & Electronics Corp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0.71% more ownership
Funds ownership: 15.12% → 15.83% (+0.71%)
7% less funds holding
Funds holding: 28 → 26 (-2)
11% less capital invested
Capital invested by funds: $10.3M → $9.19M (-$1.15M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$512K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$484K |
| 3 |
Morgan Stanley
New York
|
+$134K |
| 4 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$121K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$285K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$272K |
| 3 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$234K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$230K |
| 5 |
ATC
Adirondack Trust Company
Saratoga Springs,
New York
|
-$88.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IC
26
Innealta Capital
Austin,
Texas
| $191 | +$205 | +9 | New |
|
|
27
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$285K | -11,289 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$272K | -10,778 | Closed |
|
|
SAM
29
Secure Asset Management
Troy,
Michigan
| – | -$234K | -9,264 | Closed |
|
|
BCM
30
Bridgeway Capital Management
Houston,
Texas
| – | -$230K | -9,108 | Closed |
|
31
Lazard Asset Management
New York
| – | -$1K | -42 | Closed |
|
ESP Hedge Fund Activity: Q2 2024 in Review
26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q2 2024, worth a combined $9.19M — down 11% from $10.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ESP and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.
The largest buyer was Ellsworth Advisors, opening a new position worth an estimated $512K. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $285K sold.
- 26 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q2 2024, down from 28 in Q1 2024.
- Funds reported $9.19M of Espey Mfg & Electronics Corp stock for Q2 2024, down 11% quarter-over-quarter.
- 3 funds opened new Espey Mfg & Electronics Corp positions in Q2 2024 and 5 closed out, a net change of -2 holders.
- The largest Espey Mfg & Electronics Corp buyer in Q2 2024 was Ellsworth Advisors, an estimated $512K added.
- The largest Espey Mfg & Electronics Corp seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $285K sold.
Based on aggregated 13F filings for Q2 2024.