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Espey Mfg & Electronics Corp
ESP

25 hedge funds and large institutions have $17M invested in Espey Mfg & Electronics Corp in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

14% more funds holding

Funds holding: 22 → 25 (+3)

4% more capital invested

Capital invested by funds: $16.3M → $17M (+$654K)

0.36% less ownership

Funds ownership: 28.24% → 27.88% (-0.36%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$117K
2
ATC
Adirondack Trust Company
New York
+$34.5K
3
Renaissance Technologies
Renaissance Technologies
New York
+$22.8K
4
BFA
BlackRock Fund Advisors
California
+$8.54K
5
TRCT
Tower Research Capital (TRC)
New York
+$4.59K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$447K
2
US Bancorp
US Bancorp
Minnesota
-$52.4K
3
Creative Planning
Creative Planning
Kansas
-$17K
4
UBS Group
UBS Group
Switzerland
-$9.27K
5
Citigroup
Citigroup
New York
-$1.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.73M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.82M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$2.79M +$22.8K +900 +0.8%
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$1.76M -$447K -17,630 -21%
AR
5
Advisory Research
Illinois
$1.34M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$839K +$2.53K +100 +0.3%
US Bancorp
7
US Bancorp
Minnesota
$591K -$52.4K -2,070 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$518K – – –
Northern Trust
9
Northern Trust
Illinois
$485K – – –
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$443K – – –
BCM
11
Bridgeway Capital Management
Texas
$278K – – –
Morgan Stanley
12
Morgan Stanley
New York
$233K +$117K +4,631 +105%
ATC
13
Adirondack Trust Company
New York
$60K +$34.5K +1,363 +124%
MWM
14
MinichMacGregor Wealth Management
New York
$22K +$22.1K +872 New
UBS Group
15
UBS Group
Switzerland
$12K -$9.27K -366 -43%
BIM
16
BlackRock Investment Management
Delaware
$10K +$912 +36 +11%
BFA
17
BlackRock Fund Advisors
California
$9K +$8.54K +337 New
TRCT
18
Tower Research Capital (TRC)
New York
$5K +$4.59K +181 New
AF
19
Allworth Financial
California
$3K – – –
UMA
20
USA Mutuals Advisors
Texas
$3K – – –
Bank of America
21
Bank of America
North Carolina
$3K +$2.53K +100 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$2K – – –
Citigroup
23
Citigroup
New York
$1K -$1.04K -41 -57%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 – – –
Creative Planning
25
Creative Planning
Kansas
– -$17K -700 Closed
1
2

ESP Hedge Fund Activity: Q4 2015 in Review

25 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2015, worth a combined $17M — up 4% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ESP positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $447K.

  • 25 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2015, up from 22 in Q3 2015.
  • Funds reported $17M of Espey Mfg & Electronics Corp stock for Q4 2015, up 4% quarter-over-quarter.
  • 5 funds opened new Espey Mfg & Electronics Corp positions in Q4 2015 and 2 closed out, a net change of +3 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2015 was Morgan Stanley, an estimated $117K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2015 was Morgan Dempsey Capital Management, an estimated $447K sold.

Based on aggregated 13F filings for Q4 2015.