Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Espey Mfg & Electrs Corp (ESP)

59 + Investors. Track Smart Money conviction in ESP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — ESP

Based on 60 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ESP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
60 hedge funds hold ESP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+82% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

33 buying24 selling
Last quarter: 33 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ESP position: 17 → 11 → 11 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 40% new

35% conviction (2yr+) 25% medium 40% new
Of the 60 current holders: 21 (35%) held >2 years, 15 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +39% but shares only +19% — price-driven

Value
+38%
Shares
+19%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +19%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~17 new funds/quarter

4 → 17 → 11 → 11 → 17 new funds/Q
New funds entering each quarter: 17 → 11 → 11 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 48% new entrants

38% veterans 13% 1-2yr 48% new
Of 60 current holders: 23 (38%) held 2+ years, 8 held 1–2 years, 29 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
21 of 60 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ESP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ESP

In 2026 Q1, 33 hedge funds were net buyers of ESP (17 opened a new position, 16 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in ESP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 60.

Hedge Fund Ownership: ESP

How many hedge funds hold ESP — quarterly history vs. share price
Quarterly hedge fund ownership of ESP vs. share price

Market Analysis: ESP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ESP
2026 Q2 Stats Unlock in 4 days 59 + Investors

Track Smart Money conviction in ESP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 49 20.41%
13F Shares 934K 782K 19.39%
Total Value $51M $37M 38.77%
New Positions 17 9 +8
Increased Positions 16 15 +1
Closed Positions 7 10 -3
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESP

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Financial Highlights

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Institutional Holders (2026 Q2)

59 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESP. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ESP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Steel Partners Holdings L.P. 1.44% 16,627 $1.1M
2 Sidoxia Capital Management, LLC 0.93% 18,817 $1.3M
3 SummerHaven Investment Management, LLC 0.58% 16,017 $1.1M
4 Sage Investment Advisers LLC 0.55% 12,244 $825K
5 De Lisle Partners LLP 0.41% 56,247 $3.8M
6 Morgan Dempsey Capital Management LLC 0.24% 8,387 $568K
7 BankChampaign, National Association 0.22% 4,173 $281K
8 Informed Momentum Co LLC 0.12% 19,700 $1.3M
9 Naples Global Advisors, LLC 0.06% 15,274 $1.0M
10 Adirondack Trust Co 0.03% 1,333 $90K
11 Ritholtz Wealth Management 0.03% 26,386 $1.8M
12 Flagship Harbor Advisors, LLC 0.02% 9,592 $646K
13 GC Wealth Management RIA, LLC 0.02% 4,961 $334K
14 Regatta Research & Money Management 0.02% 265 $18K
15 Edgemoor Investment Advisors, Inc. 0.01% 3,104 $209K
16 Broadwater Capital Management LLC 0.01% 400 $19K
17 O'shaughnessy Asset Management, LLC 0.01% 34,370 $2.3M
18 Renaissance Technologies LLC 0.01% 92,712 $6.2M
19 Flagship Wealth Advisors, LLC 0.01% 494 $33K
20 Bridgeway Capital Management, LLC 0.01% 4,608 $310K
21 XTX Topco Ltd 0.00% 5,490 $370K
22 Beacon Investment Advisory Services, INC. 0.00% 925 $62K
23 American Century Companies Inc 0.00% 71,928 $4.8M
24 Copeland Capital Management, LLC 0.00% 1,331 $90K
25 Archer Investment Corp 0.00% 135 $9K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Espey Mfg & Electrs Corp (ESP)

What does the Smart Money Trend signal show for ESP?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ESP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ESP?

Slight buying edge — 58% buying: Last quarter: 33 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESP holders?

Elite ownership — 40% AUM from top-100 funds: 21 of 60 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ESP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ESP?

Mixed — 35% long-term, 40% new: Of the 60 current holders: 21 (35%) held >2 years, 15 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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