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Espey Mfg & Electronics Corp

28 hedge funds and large institutions have $14M invested in Espey Mfg & Electronics Corp in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

27% more funds holding

Funds holding: 2228 (+6)

0.32% less ownership

Funds ownership: 29.68%29.35% (-0.32%)

20% less capital invested

Capital invested by funds: $17.6M → $14M (-$3.59M)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.66M
MDCM
2
Morgan Dempsey Capital Management
Wisconsin
$2.54M +$49.7K +2,052 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.21M -$7.27K -300 -0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.07M +$84.8K +3,500 +4%
AR
5
Advisory Research
Illinois
$1.05M -$73.6K -3,036 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$621K +$162K +6,700 +28%
US Bancorp
7
US Bancorp
Minnesota
$523K +$175K +7,211 +38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$406K -$970 -40 -0.2%
Franklin Resources
9
Franklin Resources
California
$244K -$78.2K -3,225 -21%
Northern Trust
10
Northern Trust
Illinois
$236K +$1.38K +57 +0.5%
BCM
11
Bridgeway Capital Management
Texas
$215K
Morgan Stanley
12
Morgan Stanley
New York
$99K -$29.8K -1,229 -20%
U
13
UBS
Switzerland
$25K +$28.7K +1,184 +2,077%
ATC
14
Adirondack Trust Company
New York
$15K
Bank of America
15
Bank of America
North Carolina
$12K
Deutsche Bank
16
Deutsche Bank
Germany
$12K
GSC
17
Ground Swell Capital
South Carolina
$12K +$13.6K +560 +1,400%
TRCT
18
Tower Research Capital (TRC)
New York
$12K +$14.8K +610 New
JIR
19
James Investment Research
Ohio
$11K
NFA
20
Nationwide Fund Advisors
Ohio
$7K -$251K -10,356 -97%
BIM
21
BlackRock Investment Management
Delaware
$7K +$8.07K +333 New
Creative Planning
22
Creative Planning
Kansas
$6K +$7.27K +300 New
AF
23
Arrow Financial
New York
$3K +$3.64K +150 New
Ameriprise
24
Ameriprise
Minnesota
$2K +$2.3K +95 New
MA
25
MUFG Americas
New York
$2K +$2.67K +110 New

ESP Hedge Fund Activity: Q3 2014 in Review

28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q3 2014, worth a combined $14M — down 20% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESP positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was US Bancorp, adding an estimated $175K. The largest seller was Nationwide Fund Advisors, cutting an estimated $251K.

  • 28 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $14M of Espey Mfg & Electronics Corp stock for Q3 2014, down 20% quarter-over-quarter.
  • 7 funds opened new Espey Mfg & Electronics Corp positions in Q3 2014 and 1 closed out, a net change of +6 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q3 2014 was US Bancorp, an estimated $175K added.
  • The largest Espey Mfg & Electronics Corp seller in Q3 2014 was Nationwide Fund Advisors, an estimated $251K sold.

Based on aggregated 13F filings for Q3 2014.