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Espey Mfg & Electronics Corp

21 hedge funds and large institutions have $5.03M invested in Espey Mfg & Electronics Corp in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0.24% more ownership

Funds ownership: 11.25%11.49% (+0.24%)

1% less capital invested

Capital invested by funds: $5.09M → $5.03M (-$56.6K)

5% less funds holding

Funds holding: 2221 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
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
$1.61M -$1.61K -100 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.4M -$43.6K -2,704 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$793K +$62.8K +3,901 +9%
SIA
4
Sage Investment Advisers
New York
$336K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$226K +$30.6K +1,900 +16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$194K -$14.9K -926 -7%
SAM
7
Secure Asset Management
Michigan
$192K +$191K +11,861 New
ATC
8
Adirondack Trust Company
New York
$96K
BlackRock
9
BlackRock
New York
$67.7K -$12.6K -780 -16%
Morgan Stanley
10
Morgan Stanley
New York
$47.6K +$30.6K +1,900 +181%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.4K +$9.67K +600 +100%
TRCT
12
Tower Research Capital (TRC)
New York
$8.69K +$7.23K +449 +504%
Wells Fargo
13
Wells Fargo
California
$8.59K +$16 +1 +0.2%
UBS Group
14
UBS Group
Switzerland
$8.43K +$3.58K +222 +74%
GWSG
15
GPS Wealth Strategies Group
Colorado
$5.2K
US Bancorp
16
US Bancorp
Minnesota
$4.57K
Bank of America
17
Bank of America
North Carolina
$4.04K
AIC
18
Archer Investment Corporation
Indiana
$2.18K
AF
19
Allworth Financial
California
$1.61K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$159 -$51.9K -3,222 -100%
JP Morgan Chase
21
JP Morgan Chase
New York
$97 +$32 +2 +50%
CC
22
Cannell Capital
Wyoming
-$89.2K -5,325 Closed
ARS
23
Adirondack Retirement Specialists
New York
-$4.19K -250 Closed

ESP Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q3 2023, worth a combined $5.03M — down 1.1% from $5.09M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ESP and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was Secure Asset Management, opening a new position worth an estimated $191K. The largest seller was Cannell Capital, exiting entirely with an estimated $89.2K sold.

  • 21 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q3 2023, down from 22 in Q2 2023.
  • Funds reported $5.03M of Espey Mfg & Electronics Corp stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 1 fund opened new Espey Mfg & Electronics Corp positions in Q3 2023 and 2 closed out, a net change of -1 holder.
  • The largest Espey Mfg & Electronics Corp buyer in Q3 2023 was Secure Asset Management, an estimated $191K added.
  • The largest Espey Mfg & Electronics Corp seller in Q3 2023 was Cannell Capital, an estimated $89.2K sold.

Based on aggregated 13F filings for Q3 2023.