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Espey Mfg & Electronics Corp

20 hedge funds and large institutions have $15.4M invested in Espey Mfg & Electronics Corp in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

3% more capital invested

Capital invested by funds: $15M → $15.4M (+$395K)

0.23% more ownership

Funds ownership: 24.9%25.13% (+0.23%)

5% less funds holding

Funds holding: 2120 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.14M +$117K +4,510 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$3M +$33.8K +1,300 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.81M
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$1.45M -$3.17K -122 -0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$524K
AR
6
Advisory Research
Illinois
$503K
Northern Trust
7
Northern Trust
Illinois
$499K +$9.29K +357 +2%
US Bancorp
8
US Bancorp
Minnesota
$475K -$3.62K -139 -0.8%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$443K
BCM
10
Bridgeway Capital Management
Texas
$279K
Morgan Stanley
11
Morgan Stanley
New York
$110K -$1.56K -60 -1%
ATC
12
Adirondack Trust Company
New York
$66K +$988 +38 +2%
UBS Group
13
UBS Group
Switzerland
$36K +$8.32K +320 +30%
MWM
14
MinichMacGregor Wealth Management
New York
$22K
FWM
15
Focused Wealth Management
New York
$21K +$20.8K +800 New
BFA
16
BlackRock Fund Advisors
California
$16K
BIM
17
BlackRock Investment Management
Delaware
$8K
TRCT
18
Tower Research Capital (TRC)
New York
$7K +$5.62K +216 +281%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K
AF
20
Allworth Financial
California
$3K
Deutsche Bank
21
Deutsche Bank
Germany
-$7K -300 Closed
Bank of America
22
Bank of America
North Carolina
-$4K -143 Closed

ESP Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2016, worth a combined $15.4M — up 2.6% from $15M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ESP and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.

The largest buyer was Wellington Management Group, adding an estimated $117K. The largest seller was Deutsche Bank, exiting entirely with an estimated $7K sold.

  • 20 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2016, down from 21 in Q3 2016.
  • Funds reported $15.4M of Espey Mfg & Electronics Corp stock for Q4 2016, up 2.6% quarter-over-quarter.
  • 1 fund opened new Espey Mfg & Electronics Corp positions in Q4 2016 and 2 closed out, a net change of -1 holder.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2016 was Wellington Management Group, an estimated $117K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2016 was Deutsche Bank, an estimated $7K sold.

Based on aggregated 13F filings for Q4 2016.