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Espey Mfg & Electronics Corp

22 hedge funds and large institutions have $7.17M invested in Espey Mfg & Electronics Corp in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more funds holding

Funds holding: 2022 (+2)

0.04% more ownership

Funds ownership: 15.75%15.79% (+0.04%)

0% less capital invested

Capital invested by funds: $7.18M → $7.17M (-$11K)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.44M +$43.6K +2,275 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.9M -$61.9K -3,228 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$821K
SAM
4
Secure Asset Management
Michigan
$749K -$422 -22 -0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$348K
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$326K
BCM
7
Bridgeway Capital Management
Texas
$202K
ATC
8
Adirondack Trust Company
New York
$114K +$134 +7 +0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$71K +$25.6K +1,337 +55%
US Bancorp
10
US Bancorp
Minnesota
$43K -$5.48K -286 -11%
Deutsche Bank
11
Deutsche Bank
Germany
$32K -$12.9K -675 -28%
Morgan Stanley
12
Morgan Stanley
New York
$29K +$7K +365 +31%
SIAG
13
Safeguard Investment Advisory Group
California
$28K +$28.8K +1,500 New
MDCM
14
Morgan Dempsey Capital Management
Wisconsin
$22K -$1.76K -92 -7%
BlackRock
15
BlackRock
New York
$18K
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$15K +$15.1K +787 New
UBS Group
17
UBS Group
Switzerland
$6K
AIC
18
Archer Investment Corporation
Indiana
$2.55K
AF
19
Allworth Financial
California
$2K
PAM
20
Panagora Asset Management
Massachusetts
$2K +$1.55K +81 New
TRCT
21
Tower Research Capital (TRC)
New York
$1K +$997 +52 New
FHA
22
Flagship Harbor Advisors
Massachusetts
-$14K -750 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$6K -300 Closed

ESP Hedge Fund Activity: Q4 2020 in Review

22 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2020, worth a combined $7.17M — down 0.15% from $7.18M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ESP positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $43.6K. The largest seller was Dimensional Fund Advisors, cutting an estimated $61.9K.

  • 22 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2020, up from 20 in Q3 2020.
  • Funds reported $7.17M of Espey Mfg & Electronics Corp stock for Q4 2020, down 0.15% quarter-over-quarter.
  • 4 funds opened new Espey Mfg & Electronics Corp positions in Q4 2020 and 2 closed out, a net change of +2 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2020 was Renaissance Technologies, an estimated $43.6K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2020 was Dimensional Fund Advisors, an estimated $61.9K sold.

Based on aggregated 13F filings for Q4 2020.