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Espey Mfg & Electronics Corp
ESP

18 hedge funds and large institutions have $9.15M invested in Espey Mfg & Electronics Corp in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 16.87% → 17.66% (+0.79%)

5% less capital invested

Capital invested by funds: $9.61M → $9.15M (-$458K)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

22% less funds holding

Funds holding: 23 → 18 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.9K
2
ATC
Adirondack Trust Company
New York
+$6.62K
3
Morgan Stanley
Morgan Stanley
New York
+$1.1K
4
Wells Fargo
Wells Fargo
California
+$22

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$211K
2
US Bancorp
US Bancorp
Minnesota
-$169K
3
Renaissance Technologies
Renaissance Technologies
New York
-$41.9K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$38K
5
Deutsche Bank
Deutsche Bank
Germany
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.13M -$41.9K -1,900 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.27M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$943K – – –
SAM
4
Secure Asset Management
Michigan
$872K +$890K +40,361 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$406K – – –
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$390K – – –
Northern Trust
7
Northern Trust
Illinois
$389K -$3.75K -170 -0.9%
BCM
8
Bridgeway Capital Management
Texas
$231K – – –
Deutsche Bank
9
Deutsche Bank
Germany
$126K -$11K -500 -8%
ATC
10
Adirondack Trust Company
New York
$124K +$6.62K +300 +5%
US Bancorp
11
US Bancorp
Minnesota
$93K -$169K -7,646 -64%
MDCM
12
Morgan Dempsey Capital Management
Wisconsin
$65K -$211K -9,576 -76%
Morgan Stanley
13
Morgan Stanley
New York
$62K +$1.1K +50 +2%
FHA
14
Flagship Harbor Advisors
Massachusetts
$16K – – –
UBS Group
15
UBS Group
Switzerland
$14K +$9.9K +449 +190%
BlackRock
16
BlackRock
New York
$13K – – –
AF
17
Allworth Financial
California
$2K – – –
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
– -$38K -1,587 Closed
Victory Capital Management
19
Victory Capital Management
Texas
– -$9K -389 Closed
CAC
20
Certified Advisory Corp
Florida
– -$7K -300 Closed
FPS
21
Fieldpoint Private Securities
Connecticut
– -$3K -142 Closed
Bank of America
22
Bank of America
North Carolina
– -$1K -63 Closed
Wells Fargo
23
Wells Fargo
California
– +$22 +1 +100%

ESP Hedge Fund Activity: Q4 2019 in Review

18 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2019, worth a combined $9.15M — down 4.8% from $9.61M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ESP and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was UBS Group, adding an estimated $9.9K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $211K.

  • 18 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2019, down from 23 in Q3 2019.
  • Funds reported $9.15M of Espey Mfg & Electronics Corp stock for Q4 2019, down 4.8% quarter-over-quarter.
  • 1 fund opened new Espey Mfg & Electronics Corp positions in Q4 2019 and 6 closed out, a net change of -5 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2019 was UBS Group, an estimated $9.9K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2019 was Morgan Dempsey Capital Management, an estimated $211K sold.

Based on aggregated 13F filings for Q4 2019.