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Espey Mfg & Electronics Corp

22 hedge funds and large institutions have $19.1M invested in Espey Mfg & Electronics Corp in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $12.8M → $19.1M (+$6.2M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

16% more funds holding

Funds holding: 1922 (+3)

5.71% more ownership

Funds ownership: 19.1%24.81% (+5.7%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.48M +$107K +3,344 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.94M +$400K +12,500 +16%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$2.77M +$1.21M +37,944 +81%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.67M +$2.61M +81,638 New
AR
5
Advisory Research
Illinois
$2.43M
Franklin Resources
6
Franklin Resources
California
$1.27M -$295K -9,217 -19%
Vanguard Group
7
Vanguard Group
Pennsylvania
$786K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$672K -$125K -3,900 -16%
US Bancorp
9
US Bancorp
Minnesota
$455K +$155K +4,862 +54%
Northern Trust
10
Northern Trust
Illinois
$370K
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$295K
Morgan Stanley
12
Morgan Stanley
New York
$272K +$14.6K +456 +6%
NFA
13
Nationwide Fund Advisors
Ohio
$271K +$227K +7,100 +592%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$265K -$32 -1 -0%
Wells Fargo
15
Wells Fargo
California
$33K -$3.48K -109 -10%
ATC
16
Adirondack Trust Company
New York
$25K
Bank of America
17
Bank of America
North Carolina
$20K +$384 +12 +2%
JIR
18
James Investment Research
Ohio
$18K
Deutsche Bank
19
Deutsche Bank
Germany
$6K +$6.39K +200 New
TRCT
20
Tower Research Capital (TRC)
New York
$3K +$3.2K +100 New
GC
21
Globeflex Capital
California
$1K
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 -$2.78K -87 -35%

ESP Hedge Fund Activity: Q4 2013 in Review

22 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2013, worth a combined $19.1M — up 48% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ESP positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $2.61M. The largest seller was Franklin Resources, cutting an estimated $295K.

  • 22 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2013, up from 19 in Q3 2013.
  • Funds reported $19.1M of Espey Mfg & Electronics Corp stock for Q4 2013, up 48% quarter-over-quarter.
  • 3 funds opened new Espey Mfg & Electronics Corp positions in Q4 2013 and 0 closed out, a net change of +3 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2013 was Wellington Management Group, an estimated $2.61M added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2013 was Franklin Resources, an estimated $295K sold.

Based on aggregated 13F filings for Q4 2013.