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Espey Mfg & Electronics Corp

23 hedge funds and large institutions have $12.3M invested in Espey Mfg & Electronics Corp in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

28% more funds holding

Funds holding: 1823 (+5)

14% more capital invested

Capital invested by funds: $10.8M → $12.3M (+$1.5M)

0.31% more ownership

Funds ownership: 16.86%17.17% (+0.31%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.32M +$21.4K +787 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.16M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.13M +$2.72K +100 +0.3%
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$581K -$3.26K -120 -0.6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$550K
Northern Trust
6
Northern Trust
Illinois
$542K -$5.25K -193 -1%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$509K
US Bancorp
8
US Bancorp
Minnesota
$408K -$7.26K -267 -2%
BCM
9
Bridgeway Capital Management
Texas
$320K
Deutsche Bank
10
Deutsche Bank
Germany
$225K -$8.15K -300 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$220K +$200K +7,373 New
Morgan Stanley
12
Morgan Stanley
New York
$126K +$9.81K +361 +9%
ATC
13
Adirondack Trust Company
New York
$53K
PAM
14
Panagora Asset Management
Massachusetts
$41K +$37.7K +1,388 New
BlackRock
15
BlackRock
New York
$27K
MWM
16
MinichMacGregor Wealth Management
New York
$26K
CAC
17
Certified Advisory Corp
Florida
$9K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$6K
AF
19
Allworth Financial
California
$3K
Bank of America
20
Bank of America
North Carolina
$3K +$2.45K +90 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K +$815 +30 New
UBS Group
22
UBS Group
Switzerland
-$3K -113 Closed
Wells Fargo
23
Wells Fargo
California
+$27 +1 New
Barclays
24
Barclays
United Kingdom
+$109 +4 New

ESP Hedge Fund Activity: Q3 2018 in Review

23 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q3 2018, worth a combined $12.3M — up 14% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESP positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $200K. The largest seller was Deutsche Bank, cutting an estimated $8.15K.

  • 23 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q3 2018, up from 18 in Q2 2018.
  • Funds reported $12.3M of Espey Mfg & Electronics Corp stock for Q3 2018, up 14% quarter-over-quarter.
  • 6 funds opened new Espey Mfg & Electronics Corp positions in Q3 2018 and 1 closed out, a net change of +5 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q3 2018 was Geode Capital Management, an estimated $200K added.
  • The largest Espey Mfg & Electronics Corp seller in Q3 2018 was Deutsche Bank, an estimated $8.15K sold.

Based on aggregated 13F filings for Q3 2018.