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Espey Mfg & Electronics Corp

19 hedge funds and large institutions have $10.2M invested in Espey Mfg & Electronics Corp in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 17.17%17.13% (-0.03%)

16% less capital invested

Capital invested by funds: $12.3M → $10.2M (-$2.02M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

17% less funds holding

Funds holding: 2319 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.63M +$35.6K +1,300 +0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.64M +$5.47K +200 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.04M +$110K +4,039 +11%
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$474K -$11.8K -431 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$459K
Northern Trust
6
Northern Trust
Illinois
$446K -$5.74K -210 -1%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$425K
US Bancorp
8
US Bancorp
Minnesota
$333K -$7.22K -264 -2%
BCM
9
Bridgeway Capital Management
Texas
$267K
Deutsche Bank
10
Deutsche Bank
Germany
$176K -$11.9K -435 -6%
ATC
11
Adirondack Trust Company
New York
$143K +$109K +4,000 +229%
Morgan Stanley
12
Morgan Stanley
New York
$103K -$2.16K -79 -2%
PAM
13
Panagora Asset Management
Massachusetts
$34K -$301 -11 -0.8%
UBS Group
14
UBS Group
Switzerland
$28K +$30.8K +1,125 New
BlackRock
15
BlackRock
New York
$23K
CAC
16
Certified Advisory Corp
Florida
$7K
GWM
17
Geneos Wealth Management
Colorado
$4K +$5.47K +200 New
AF
18
Allworth Financial
California
$2K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1K +$55 +2 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
-$220K -7,373 Closed
MWM
21
MinichMacGregor Wealth Management
New York
-$26K -872 Closed
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$6K -200 Closed
Bank of America
23
Bank of America
North Carolina
-$3K -90 Closed
Wells Fargo
24
Wells Fargo
California
-$27 -1 Closed

ESP Hedge Fund Activity: Q4 2018 in Review

19 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2018, worth a combined $10.2M — down 16% from $12.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ESP and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Vanguard Group, adding an estimated $110K. The largest seller was Geode Capital Management, exiting entirely with an estimated $220K sold.

  • 19 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2018, down from 23 in Q3 2018.
  • Funds reported $10.2M of Espey Mfg & Electronics Corp stock for Q4 2018, down 16% quarter-over-quarter.
  • 2 funds opened new Espey Mfg & Electronics Corp positions in Q4 2018 and 6 closed out, a net change of -4 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2018 was Vanguard Group, an estimated $110K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2018 was Geode Capital Management, an estimated $220K sold.

Based on aggregated 13F filings for Q4 2018.