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Espey Mfg & Electronics Corp

22 hedge funds and large institutions have $5.09M invested in Espey Mfg & Electronics Corp in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2022 (+2)

0.81% more ownership

Funds ownership: 10.44%11.25% (+0.81%)

11% less capital invested

Capital invested by funds: $5.71M → $5.09M (-$624K)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.67M +$248K +12,800 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.5M -$20.5K -1,059 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$757K +$43.4K +2,244 +5%
SIA
4
Sage Investment Advisers
New York
$349K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$217K +$251K +12,947 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$202K +$46.5K +2,400 +25%
ATC
7
Adirondack Trust Company
New York
$97.5K
CC
8
Cannell Capital
Wyoming
$89.2K
BlackRock
9
BlackRock
New York
$83.3K +$15.8K +815 +20%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$54.1K +$62.6K +3,232 New
Morgan Stanley
11
Morgan Stanley
New York
$17.6K +$5.42K +280 +36%
Osaic Holdings
12
Osaic Holdings
Arizona
$10K
Wells Fargo
13
Wells Fargo
California
$8.89K -$13K -670 -56%
GWSG
14
GPS Wealth Strategies Group
Colorado
$5.39K
UBS Group
15
UBS Group
Switzerland
$5.02K -$7.86K -406 -58%
US Bancorp
16
US Bancorp
Minnesota
$4.74K
ARS
17
Adirondack Retirement Specialists
New York
$4.19K -$1.94K -100 -29%
Bank of America
18
Bank of America
North Carolina
$4.19K
AIC
19
Archer Investment Corporation
Indiana
$2.26K
AF
20
Allworth Financial
California
$1.68K
TRCT
21
Tower Research Capital (TRC)
New York
$1.49K +$1.72K +89 New
JP Morgan Chase
22
JP Morgan Chase
New York
$67
SAM
23
Secure Asset Management
Michigan
-$216K -10,670 Closed

ESP Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q2 2023, worth a combined $5.09M — down 11% from $5.71M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ESP positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $251K. The largest seller was Secure Asset Management, exiting entirely with an estimated $216K sold.

  • 22 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q2 2023, up from 20 in Q1 2023.
  • Funds reported $5.09M of Espey Mfg & Electronics Corp stock for Q2 2023, down 11% quarter-over-quarter.
  • 3 funds opened new Espey Mfg & Electronics Corp positions in Q2 2023 and 1 closed out, a net change of +2 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q2 2023 was Geode Capital Management, an estimated $251K added.
  • The largest Espey Mfg & Electronics Corp seller in Q2 2023 was Secure Asset Management, an estimated $216K sold.

Based on aggregated 13F filings for Q2 2023.