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Espey Mfg & Electronics Corp

34 hedge funds and large institutions have $15.4M invested in Espey Mfg & Electronics Corp in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1.46% less ownership

Funds ownership: 21.75%20.29% (-1.5%)

3% less funds holding

Funds holding: 3534 (-1)

16% less capital invested

Capital invested by funds: $18.3M → $15.4M (-$2.89M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.87M -$7.4K -269 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.82M +$76.4K +2,778 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.19M +$2.56K +93 +0.1%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.68M
DLP
5
De Lisle Partners
United Kingdom
$1.35M +$138K +5,000 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$721K +$40.5K +1,471 +6%
Wells Fargo
7
Wells Fargo
California
$580K +$28 +1 +0%
FHA
8
Flagship Harbor Advisors
Massachusetts
$450K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$423K
State Street
10
State Street
Massachusetts
$304K
SAM
11
Secure Asset Management
Michigan
$249K +$69.5K +2,528 +38%
American Century Companies
12
American Century Companies
Missouri
$239K +$7.32K +266 +3%
LSV Asset Management
13
LSV Asset Management
Illinois
$239K +$242K +8,800 New
Osaic Holdings
14
Osaic Holdings
Arizona
$187K -$32.2K -1,170 -14%
MDCM
15
Morgan Dempsey Capital Management
Wisconsin
$171K -$105K -3,819 -38%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$171K -$19.3K -700 -10%
UBS Group
17
UBS Group
Switzerland
$157K +$119K +4,323 +298%
PCM
18
Perritt Capital Management
Illinois
$149K
BlackRock
19
BlackRock
New York
$111K -$33.2K -1,206 -23%
Morgan Stanley
20
Morgan Stanley
New York
$98.2K -$114K -4,161 -53%
Lazard Asset Management
21
Lazard Asset Management
New York
$86K +$84.3K +3,064 +2,270%
ATC
22
Adirondack Trust Company
New York
$58.8K
CCM
23
Copeland Capital Management
Pennsylvania
$55.5K +$56.3K +2,046 New
FWA
24
Flagship Wealth Advisors
Massachusetts
$13.4K +$13.6K +494 New
US Bancorp
25
US Bancorp
Minnesota
$7.68K

ESP Hedge Fund Activity: Q1 2025 in Review

34 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Espey Mfg & Electronics Corp (ESP) for Q1 2025, worth a combined $15.4M — down 16% from $18.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ESP and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $242K. The largest seller was Ellsworth Advisors, exiting entirely with an estimated $760K sold.

  • 34 institutional investors held Espey Mfg & Electronics Corp (ESP) as of Q1 2025, down from 35 in Q4 2024.
  • Funds reported $15.4M of Espey Mfg & Electronics Corp stock for Q1 2025, down 16% quarter-over-quarter.
  • 5 funds opened new Espey Mfg & Electronics Corp positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest Espey Mfg & Electronics Corp buyer in Q1 2025 was LSV Asset Management, an estimated $242K added.
  • The largest Espey Mfg & Electronics Corp seller in Q1 2025 was Ellsworth Advisors, an estimated $760K sold.

Based on aggregated 13F filings for Q1 2025.