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Espey Mfg & Electronics Corp
ESP

23 hedge funds and large institutions have $6.16M invested in Espey Mfg & Electronics Corp in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

23% more capital invested

Capital invested by funds: $5.03M → $6.16M (+$1.13M)

10% more funds holding

Funds holding: 21 → 23 (+2)

0.59% more ownership

Funds ownership: 11.49% → 12.08% (+0.59%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$77.6K
2
Renaissance Technologies
Renaissance Technologies
New York
+$71.7K
3
PCM
Perritt Capital Management
Illinois
+$56K
4
Morgan Stanley
Morgan Stanley
New York
+$46.1K
5
Osaic Holdings
Osaic Holdings
Arizona
+$42.3K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$33.1K
2
TRCT
Tower Research Capital (TRC)
New York
-$2.38K
3
BlackRock
BlackRock
New York
-$815
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.94M +$71.7K +4,219 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.59M -$33.1K -1,949 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1M +$77.6K +4,568 +9%
SIA
4
Sage Investment Advisers
New York
$390K – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$263K +$578 +34 +0.2%
SAM
6
Secure Asset Management
Michigan
$229K +$7K +412 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$225K – – –
ATC
8
Adirondack Trust Company
New York
$150K – – –
Morgan Stanley
9
Morgan Stanley
New York
$106K +$46.1K +2,711 +92%
BlackRock
10
BlackRock
New York
$77.5K -$815 -48 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$69K +$42.3K +2,490 +208%
PCM
12
Perritt Capital Management
Illinois
$61.7K +$56K +3,299 New
UBS Group
13
UBS Group
Switzerland
$17.5K +$7.07K +416 +80%
Wells Fargo
14
Wells Fargo
California
$9.96K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$7.44K -$2.38K -140 -26%
GWSG
16
GPS Wealth Strategies Group
Colorado
$6.02K – – –
US Bancorp
17
US Bancorp
Minnesota
$5.29K – – –
Bank of America
18
Bank of America
North Carolina
$4.69K +$17 +1 +0.4%
AIC
19
Archer Investment Corporation
Indiana
$2.52K – – –
AF
20
Allworth Financial
California
$1.87K – – –
PS
21
Principal Securities
Iowa
$1.53K +$1.39K +82 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$184 – – –
JP Morgan Chase
23
JP Morgan Chase
New York
$131 +$17 +1 +17%

ESP Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q4 2023, worth a combined $6.16M — up 23% from $5.03M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESP positions and 0 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $77.6K. The largest seller was Dimensional Fund Advisors, cutting an estimated $33.1K.

  • 23 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $6.16M of Espey Mfg & Electronics Corp stock for Q4 2023, up 23% quarter-over-quarter.
  • 2 funds opened new Espey Mfg & Electronics Corp positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q4 2023 was Vanguard Group, an estimated $77.6K added.
  • The largest Espey Mfg & Electronics Corp seller in Q4 2023 was Dimensional Fund Advisors, an estimated $33.1K sold.

Based on aggregated 13F filings for Q4 2023.