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Espey Mfg & Electronics Corp
ESP

25 hedge funds and large institutions have $20.4M invested in Espey Mfg & Electronics Corp in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $16.4M → $20.4M (+$4.06M)

14% more funds holding

Funds holding: 22 → 25 (+3)

0.76% more ownership

Funds ownership: 29.13% → 29.89% (+0.76%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$206K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$200K
3
Northern Trust
Northern Trust
Illinois
+$67.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$51.6K
5
PCM
Prelude Capital Management
New York
+$32.6K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$30.2K
2
UBS Group
UBS Group
Switzerland
-$21.9K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.5K
4
JIR
James Investment Research
Ohio
-$13K
5
NFA
Nationwide Fund Advisors
Ohio
-$8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.2M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$3.19M +$51.6K +1,900 +2%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$3.14M -$30.2K -1,111 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.08M -$14.5K -533 -0.5%
AR
5
Advisory Research
Illinois
$1.54M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$923K +$21.7K +800 +3%
US Bancorp
7
US Bancorp
Minnesota
$809K -$6.96K -256 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$595K -$1.6K -59 -0.3%
Northern Trust
9
Northern Trust
Illinois
$552K +$67.6K +2,487 +15%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$439K – – –
BCM
11
Bridgeway Capital Management
Texas
$303K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$225K +$206K +7,587 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$210K +$200K +7,373 New
Morgan Stanley
14
Morgan Stanley
New York
$137K +$1.6K +59 +1%
PCM
15
Prelude Capital Management
New York
$36K +$32.6K +1,200 New
ATC
16
Adirondack Trust Company
New York
$33K – – –
BIM
17
BlackRock Investment Management
Delaware
$10K – – –
Creative Planning
18
Creative Planning
Kansas
$9K – – –
MA
19
MUFG Americas
New York
$5K +$815 +30 +23%
UBS Group
20
UBS Group
Switzerland
$4K -$21.9K -806 -86%
Citigroup
21
Citigroup
New York
$3K +$2.31K +85 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$2K +$2.23K +82 New
NFG
23
Next Financial Group
Texas
$1K +$1.36K +50 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 – – –
JIR
25
James Investment Research
Ohio
– -$13K -560 Closed
1
2

ESP Hedge Fund Activity: Q1 2015 in Review

25 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q1 2015, worth a combined $20.4M — up 25% from $16.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESP positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $206K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $30.2K.

  • 25 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q1 2015, up from 22 in Q4 2014.
  • Funds reported $20.4M of Espey Mfg & Electronics Corp stock for Q1 2015, up 25% quarter-over-quarter.
  • 7 funds opened new Espey Mfg & Electronics Corp positions in Q1 2015 and 4 closed out, a net change of +3 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q1 2015 was Bank of New York Mellon, an estimated $206K added.
  • The largest Espey Mfg & Electronics Corp seller in Q1 2015 was Morgan Dempsey Capital Management, an estimated $30.2K sold.

Based on aggregated 13F filings for Q1 2015.