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Espey Mfg & Electronics Corp
ESP

22 hedge funds and large institutions have $16.4M invested in Espey Mfg & Electronics Corp in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $14M → $16.4M (+$2.39M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.22% less ownership

Funds ownership: 29.35% → 29.13% (-0.22%)

21% less funds holding

Funds holding: 28 → 22 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
22
Holders Change
-6
Holders Change %
-21.43%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$362K
2
Northern Trust
Northern Trust
Illinois
+$93.6K
3
Renaissance Technologies
Renaissance Technologies
New York
+$63.7K
4
US Bancorp
US Bancorp
Minnesota
+$34.3K
5
ATC
Adirondack Trust Company
New York
+$7.3K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$400K
2
Franklin Resources
Franklin Resources
California
-$244K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.1K
4
Deutsche Bank
Deutsche Bank
Germany
-$12K
5
TRCT
Tower Research Capital (TRC)
New York
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.33M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.6M -$13.1K -615 -0.6%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$2.55M -$400K -18,815 -15%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.52M +$63.7K +3,000 +3%
AR
5
Advisory Research
Illinois
$1.24M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$735K – – –
US Bancorp
7
US Bancorp
Minnesota
$657K +$34.3K +1,617 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$479K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$439K +$362K +17,039 New
Northern Trust
10
Northern Trust
Illinois
$384K +$93.6K +4,410 +38%
BCM
11
Bridgeway Capital Management
Texas
$255K – – –
Morgan Stanley
12
Morgan Stanley
New York
$108K -$8.28K -390 -8%
ATC
13
Adirondack Trust Company
New York
$27K +$7.3K +344 +46%
UBS Group
14
UBS Group
Switzerland
$22K +$19.8K +933 New
JIR
15
James Investment Research
Ohio
$13K – – –
BIM
16
BlackRock Investment Management
Delaware
$8K – – –
NFA
17
Nationwide Fund Advisors
Ohio
$8K – – –
Creative Planning
18
Creative Planning
Kansas
$7K – – –
Bank of America
19
Bank of America
North Carolina
$5K -$8.49K -400 -67%
NPC
20
National Planning Corporation
California
$4.82K +$4.25K +200 New
MA
21
MUFG Americas
New York
$3K +$425 +20 +18%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 -$1.34K -63 -28%
Franklin Resources
23
Franklin Resources
California
– -$244K -12,136 Closed
TRCT
24
Tower Research Capital (TRC)
New York
– -$12K -610 Closed
Deutsche Bank
25
Deutsche Bank
Germany
– -$12K -600 Closed
1
2

ESP Hedge Fund Activity: Q4 2014 in Review

22 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2014, worth a combined $16.4M — up 17% from $14M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ESP and 3 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $362K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $400K.

  • 22 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2014, down from 28 in Q3 2014.
  • Funds reported $16.4M of Espey Mfg & Electronics Corp stock for Q4 2014, up 17% quarter-over-quarter.
  • 3 funds opened new Espey Mfg & Electronics Corp positions in Q4 2014 and 7 closed out, a net change of -4 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2014 was California Public Employees Retirement System, an estimated $362K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2014 was Morgan Dempsey Capital Management, an estimated $400K sold.

Based on aggregated 13F filings for Q4 2014.