We are live on ! Find out more
ESP icon

Espey Mfg & Electronics Corp
ESP

20 hedge funds and large institutions have $5M invested in Espey Mfg & Electronics Corp in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 12.81% → 13.04% (+0.23%)

0% more funds holding

Funds holding: 20 → 20 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $5.03M → $5M (-$31K)

90% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 10

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Secure Asset Management
Michigan
+$96.3K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$126K
2
Renaissance Technologies
Renaissance Technologies
New York
-$79.7K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$49.1K
4
Morgan Stanley
Morgan Stanley
New York
-$15.4K
5
US Bancorp
US Bancorp
Minnesota
-$14.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.55M -$79.7K -5,500 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.29M -$49.1K -3,389 -4%
SAM
3
Secure Asset Management
Michigan
$643K +$96.3K +6,645 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$630K -$1.77K -122 -0.3%
SIA
5
Sage Investment Advisers
New York
$296K +$302K +20,832 New
BCM
6
Bridgeway Capital Management
Texas
$229K – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$125K -$126K -8,700 -50%
ATC
8
Adirondack Trust Company
New York
$85K – – –
BlackRock
9
BlackRock
New York
$80K -$13.5K -933 -14%
UBS Group
10
UBS Group
Switzerland
$22K -$1.42K -98 -6%
Morgan Stanley
11
Morgan Stanley
New York
$11K -$15.4K -1,063 -58%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$11K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$9K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$6K -$3.02K -208 -35%
GWSG
15
GPS Wealth Strategies Group
Colorado
$5K -$3.62K -250 -44%
US Bancorp
16
US Bancorp
Minnesota
$4K -$14.5K -1,000 -78%
AIC
17
Archer Investment Corporation
Indiana
$1.92K – – –
AF
18
Allworth Financial
California
$1K – – –
CA
19
CoreCap Advisors
Michigan
$1K +$1.45K +100 New
Bank of America
20
Bank of America
North Carolina
– -$2K -137 Closed

ESP Hedge Fund Activity: Q4 2021 in Review

20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2021, worth a combined $5M — down 0.62% from $5.03M a quarter earlier.

Fund positioning in ESP was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 10 trimmed.

The largest buyer was Secure Asset Management, adding an estimated $96.3K. The largest seller was Royal Bank of Canada, cutting an estimated $126K.

  • 20 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $5M of Espey Mfg & Electronics Corp stock for Q4 2021, down 0.62% quarter-over-quarter.
  • 2 funds opened new Espey Mfg & Electronics Corp positions in Q4 2021 and 2 closed out, a net change of 0 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2021 was Secure Asset Management, an estimated $96.3K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2021 was Royal Bank of Canada, an estimated $126K sold.

Based on aggregated 13F filings for Q4 2021.