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Espey Mfg & Electronics Corp

28 hedge funds and large institutions have $10.3M invested in Espey Mfg & Electronics Corp in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $6.16M → $10.3M (+$4.18M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

22% more funds holding

Funds holding: 2328 (+5)

3.03% more ownership

Funds ownership: 12.08%15.12% (+3%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.71M +$85.2K +3,681 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.15M -$255 -11 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.61M +$232K +10,035 +19%
DLP
4
De Lisle Partners
United Kingdom
$1.01M +$929K +40,114 New
SIA
5
Sage Investment Advisers
New York
$526K
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$353K -$672 -29 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$340K +$33.7K +1,456 +12%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$285K +$261K +11,289 New
Citadel Advisors
9
Citadel Advisors
Florida
$272K +$250K +10,778 New
SAM
10
Secure Asset Management
Michigan
$234K -$69.7K -3,009 -25%
BCM
11
Bridgeway Capital Management
Texas
$230K +$211K +9,108 New
ATC
12
Adirondack Trust Company
New York
$161K +$9.87K +426 +7%
PCM
13
Perritt Capital Management
Illinois
$139K +$51K +2,201 +67%
BlackRock
14
BlackRock
New York
$108K +$3.08K +133 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$93.2K
Morgan Stanley
16
Morgan Stanley
New York
$63.8K -$72.6K -3,135 -55%
TRCT
17
Tower Research Capital (TRC)
New York
$13.8K +$3.43K +148 +37%
GWSG
18
GPS Wealth Strategies Group
Colorado
$8.13K
UBS Group
19
UBS Group
Switzerland
$7.58K -$14.8K -638 -68%
US Bancorp
20
US Bancorp
Minnesota
$7.15K
Bank of America
21
Bank of America
North Carolina
$6.31K -$23 -1 -0.4%
Wells Fargo
22
Wells Fargo
California
$4.63K -$8.08K -349 -66%
AIC
23
Archer Investment Corporation
Indiana
$3.41K
AF
24
Allworth Financial
California
$2.52K
PS
25
Principal Securities
Iowa
$2.07K

ESP Hedge Fund Activity: Q1 2024 in Review

28 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q1 2024, worth a combined $10.3M — up 68% from $6.16M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ESP positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $261K. The largest seller was Morgan Stanley, cutting an estimated $72.6K.

  • 28 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $10.3M of Espey Mfg & Electronics Corp stock for Q1 2024, up 68% quarter-over-quarter.
  • 5 funds opened new Espey Mfg & Electronics Corp positions in Q1 2024 and 0 closed out, a net change of +5 holders.
  • The largest Espey Mfg & Electronics Corp buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $261K added.
  • The largest Espey Mfg & Electronics Corp seller in Q1 2024 was Morgan Stanley, an estimated $72.6K sold.

Based on aggregated 13F filings for Q1 2024.