Espey MFG & Electronics Corp: which funds bought and sold

Institutions that bought and sold Espey MFG & Electronics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 49 institutions that filed 13F reports for both quarters added to or opened positions in Espey MFG & Electronics, and 23 cut or closed them. Together they added a net 153K shares, +16.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 67K shares (−18.6%); index fund managers were net buyers of 203K shares (+136.6%). 22 opened a new position and 10 sold out entirely.

Bought, Q2 2026 49 institutions, 22 of them new holders Sold, Q2 2026 23 institutions, 10 of them sold out

Net change, all compared +153K shares (+16.4%)

Net change, active managers −67K shares (−18.6%), 6 bought, 8 sold

Buyers versus sellers

institutions compared, 86

49 bought 14 23 sold

Active managers and hedge funds 6 bought · 8 sold · −67K

Index fund managers 9 bought · 0 sold · +203K

Other institutions 34 bought · 15 sold · +17K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+106K +1038.3%	116K	$7.8M
Geode Capital Management, LLC Index funds	+31K +127.3%	56K	$3.7M
American Century Companies Inc Active manager	+19K +35.5%	72K	$4.8M
Vanguard Portfolio Management LLC Index funds	+16K New position	16K	$1.1M
Cambridge Investment Research Advisors, Inc.	+16K +140.3%	27K	$1.8M
State Street Corp Index funds	+14K +130.4%	25K	$1.7M
Vanguard Capital Management LLC Index funds	+13K +15.3%	98K	$6.6M
Northern Trust Corp Index funds	+12K +244.0%	17K	$1.2M
Bank Of New York Mellon Corp	+8,106 +68.0%	20K	$1.3M
Charles Schwab Investment Management Inc Index funds	+5,628 New position	5,628	$379,046
Nuveen, LLC	+5,274 New position	5,274	$355,204
Panagora Asset Management Inc Active manager	+4,656 New position	4,656	$313,582
Bankchampaign, National Association	+4,173 New position	4,173	$281,052
O'Shaughnessy Asset Management, LLC Active manager	+3,492 +11.3%	34K	$2.3M
Morgan Stanley	+3,372 +37.0%	12K	$841,269
Vident Advisory, LLC	+3,191 New position	3,191	$214,914
Vanguard Fiduciary Trust Co Index funds	+3,136 +24.0%	16K	$1.1M
Edgemoor Investment Advisors, Inc.	+3,104 New position	3,104	$209,054
Deutsche Bank Ag\	+2,322 New position	2,322	$156,387
Ritholtz Wealth Management	+2,301 +9.6%	26K	$1.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+19K +35.5%	72K	$4.8M
Panagora Asset Management Inc Active manager	+4,656 New position	4,656	$313,582
O'Shaughnessy Asset Management, LLC Active manager	+3,492 +11.3%	34K	$2.3M
Man Group PLC Hedge fund	+1,528 +14.1%	12K	$831,705
Lazard Asset Management LLC Active manager	+1,030 +17.3%	6,999	$471,383
FMR LLC Active manager	+29 +42.0%	98	$6,586

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−28K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−24K −38.5%	38K	$2.6M
Citadel Advisors LLC Hedge fund	−20K Sold out	0	—
Sei Investments Co	−11K −44.5%	14K	$933,000
Goldman Sachs Group Inc	−11K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−11K −10.2%	93K	$6.2M
Marshall Wace, LLP Hedge fund	−9,416 Sold out	0	—
Jane Street Group, LLC	−8,061 Sold out	0	—
HRT Financial LP	−5,417 Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−3,778 Sold out	0	—
Dimensional Fund Advisors LP	−2,529 −2.7%	91K	$6.1M
Sage Investment Advisers LLC	−2,196 −15.2%	12K	$824,656
Flagship Harbor Advisors, LLC	−1,000 −9.4%	9,592	$646,021
Osaic Holdings, Inc.	−969 −14.7%	5,618	$378,391
Two Sigma Investments, LP Hedge fund	−922 −3.5%	25K	$1.7M
Informed Momentum Co LLC	−810 −3.9%	20K	$1.3M
Newedge Advisors, LLC	−305 Sold out	0	—
Farther Finance Advisors, LLC	−180 Sold out	0	—
Barclays PLC	−116 −17.8%	536	$36,100
Tidal Investments LLC	−72 −1.7%	4,154	$279,772

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−28K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−24K −38.5%	38K	$2.6M
Citadel Advisors LLC Hedge fund	−20K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−11K −10.2%	93K	$6.2M
Marshall Wace, LLP Hedge fund	−9,416 Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−3,778 Sold out	0	—
Two Sigma Investments, LP Hedge fund	−922 −3.5%	25K	$1.7M
Copeland Capital Management, LLC Active manager	−56 −4.0%	1,331	$89,642

New positions

largest by value

Institution	Shares	Value June 30, 2026
Vanguard Portfolio Management LLCIndex funds	16K	$1.1M
Charles Schwab Investment Management IncIndex funds	5,628	$379,046
Nuveen, LLC	5,274	$355,204
Panagora Asset Management IncActive manager	4,656	$313,582
Bankchampaign, National Association	4,173	$281,052
Vident Advisory, LLC	3,191	$214,914
Edgemoor Investment Advisors, Inc.	3,104	$209,054
Deutsche Bank Ag\	2,322	$156,387
Rhumbline AdvisersIndex funds	1,660	$111,795
New York State Common Retirement Fund	1,600	$107,760

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	28K	$1.5M
Citadel Advisors LLCHedge fund	20K	$1.1M
Goldman Sachs Group Inc	11K	$594,324
Marshall Wace, LLPHedge fund	9,416	$521,834
Jane Street Group, LLC	8,061	$446,741
HRT Financial LP	5,417	$300,000
Hudson Bay Capital Management LPHedge fund	3,778	$209,377
Newedge Advisors, LLC	305	$16,905
Farther Finance Advisors, LLC	180	$10,264
Ascentis Independent Advisors	20	$1,108

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 78
Ten largest holders: 62.5%
Index fund managers: 32.3%
Active managers and hedge funds: 26.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	6	8	1	4	−67K	−18.6%
Index fund managers	9	0	3	0	+203K	+136.6%
Other institutions	34	15	18	6	+17K	+3.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Espey MFG & Electronics.

Only managers that filed a holdings report for both quarters are compared (86 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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