We are live on ! Find out more
ESP icon

Espey Mfg & Electronics Corp

23 hedge funds and large institutions have $11.9M invested in Espey Mfg & Electronics Corp in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 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

15% more funds holding

Funds holding: 2023 (+3)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1.43% less ownership

Funds ownership: 23.8%22.38% (-1.4%)

6% less capital invested

Capital invested by funds: $12.6M → $11.9M (-$714K)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
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
$3.06M -$1.5M -66,519 -33%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.94M +$246K +10,899 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.37M -$28K -1,238 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$852K +$856K +37,869 New
MDCM
5
Morgan Dempsey Capital Management
Wisconsin
$540K +$27.6K +1,223 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$414K
Northern Trust
7
Northern Trust
Illinois
$403K -$18.1K -800 -4%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$383K
US Bancorp
9
US Bancorp
Minnesota
$362K -$17.1K -755 -4%
BCM
10
Bridgeway Capital Management
Texas
$241K
Morgan Stanley
11
Morgan Stanley
New York
$100K -$68 -3 -0.1%
Deutsche Bank
12
Deutsche Bank
Germany
$92K +$92.7K +4,099 New
UBS Group
13
UBS Group
Switzerland
$40K +$2.83K +125 +7%
ATC
14
Adirondack Trust Company
New York
$39K +$1.13K +50 +3%
BlackRock
15
BlackRock
New York
$21K
MWM
16
MinichMacGregor Wealth Management
New York
$19K
FWM
17
Focused Wealth Management
New York
$18K
MWM
18
Mascoma Wealth Management
New Hampshire
$16K
FPS
19
Fieldpoint Private Securities
Connecticut
$13K +$12.9K +571 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$3.5K +155 +87%
AF
21
Allworth Financial
California
$2K
AR
22
Advisory Research
Illinois
-$433K -19,306 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$4K -200 Closed
Wells Fargo
24
Wells Fargo
California
+$23 +1 New
Bank of America
25
Bank of America
North Carolina
+$384 +17 New

ESP Hedge Fund Activity: Q3 2017 in Review

23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q3 2017, worth a combined $11.9M — down 5.6% from $12.6M 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 5 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $856K. The largest seller was Wellington Management Group, cutting an estimated $1.5M.

  • 23 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q3 2017, up from 20 in Q2 2017.
  • Funds reported $11.9M of Espey Mfg & Electronics Corp stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 5 funds opened new Espey Mfg & Electronics Corp positions in Q3 2017 and 2 closed out, a net change of +3 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q3 2017 was Vanguard Group, an estimated $856K added.
  • The largest Espey Mfg & Electronics Corp seller in Q3 2017 was Wellington Management Group, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2017.