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Espey Mfg & Electronics Corp

21 hedge funds and large institutions have $5.72M invested in Espey Mfg & Electronics Corp in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.85% less ownership

Funds ownership: 15.79%13.94% (-1.8%)

5% less funds holding

Funds holding: 2221 (-1)

20% less capital invested

Capital invested by funds: $7.17M → $5.72M (-$1.45M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.91M -$68.2K -3,702 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.51M -$12.5K -678 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$675K +$19.6K +1,066 +2%
SAM
4
Secure Asset Management
Michigan
$607K +$6.82K +370 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$266K -$16.8K -910 -5%
BCM
6
Bridgeway Capital Management
Texas
$260K +$118K +6,408 +60%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$248K -$17.3K -939 -5%
ATC
8
Adirondack Trust Company
New York
$92K +$921 +50 +0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$44K -$16.6K -899 -24%
US Bancorp
10
US Bancorp
Minnesota
$35K
Morgan Stanley
11
Morgan Stanley
New York
$23K
BlackRock
12
BlackRock
New York
$14K
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$12K
GWSG
14
GPS Wealth Strategies Group
Colorado
$8K +$10.5K +572 New
TRCT
15
Tower Research Capital (TRC)
New York
$6K +$6.16K +334 +642%
UBS Group
16
UBS Group
Switzerland
$5K
AIC
17
Archer Investment Corporation
Indiana
$2.05K
AF
18
Allworth Financial
California
$2K
WCM
19
Wealthcare Capital Management
Virginia
$2K +$2.21K +120 New
PAM
20
Panagora Asset Management
Massachusetts
$1K
Deutsche Bank
21
Deutsche Bank
Germany
-$32K -1,698 Closed
SIAG
22
Safeguard Investment Advisory Group
California
-$28K -1,500 Closed
MDCM
23
Morgan Dempsey Capital Management
Wisconsin
-$22K -1,165 Closed
Wells Fargo
24
Wells Fargo
California
+$55 +3 +27%

ESP Hedge Fund Activity: Q1 2021 in Review

21 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q1 2021, worth a combined $5.72M — down 20% from $7.17M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ESP and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $118K. The largest seller was Renaissance Technologies, cutting an estimated $68.2K.

  • 21 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q1 2021, down from 22 in Q4 2020.
  • Funds reported $5.72M of Espey Mfg & Electronics Corp stock for Q1 2021, down 20% quarter-over-quarter.
  • 2 funds opened new Espey Mfg & Electronics Corp positions in Q1 2021 and 3 closed out, a net change of -1 holder.
  • The largest Espey Mfg & Electronics Corp buyer in Q1 2021 was Bridgeway Capital Management, an estimated $118K added.
  • The largest Espey Mfg & Electronics Corp seller in Q1 2021 was Renaissance Technologies, an estimated $68.2K sold.

Based on aggregated 13F filings for Q1 2021.