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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

ECHO was delisted on the 22nd of November, 2021.

111 hedge funds and large institutions have $306M invested in Echo Global Logistics, Inc. in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 110111 (+1)

12% less capital invested

Capital invested by funds: $347M → $306M (-$40.6M)

51% less call options, than puts

Call options by funds: $672K | Put options by funds: $1.37M

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
51
Reduced
25
Closed
18
Calls
$672K
Puts
$1.37M
Net Calls
-$702K
Net Calls Change
-$487K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
Nicholas Company
Wisconsin
$2.55M +$1.56K +85 +0.1%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$2.37M +$258K +14,060 +11%
ECM
28
ETrade Capital Management
Virginia
$2.34M +$1.36M +74,070 +138%
NFA
29
Nationwide Fund Advisors
Ohio
$2.21M +$309K +16,843 +16%
PMFA
30
Plante Moran Financial Advisors
Michigan
$2.1M
CCMLC
31
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.04M +$360K +19,600 +21%
RA
32
Royce & Associates
New York
$2.02M -$735K -40,000 -27%
MAA
33
Managed Account Advisors
New Jersey
$1.92M +$69.9K +3,805 +4%
RFC
34
Russell Frank Company
Washington
$1.85M -$4.99M -271,456 -74%
SB
35
Suntrust Banks
Georgia
$1.84M +$1.04M +56,537 +129%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$1.5M +$54.2K +2,948 +4%
TCIM
37
TIAA CREF Investment Management
New York
$1.45M -$105K -5,741 -7%
GAM
38
Gotham Asset Management
New York
$1.08M -$52.2K -2,841 -5%
1GA
39
1st Global Advisors
Texas
$1.01M +$454K +24,729 +81%
PPA
40
Parametric Portfolio Associates
Washington
$947K +$354K +19,268 +59%
BIM
41
BlackRock Investment Management
Delaware
$902K +$4.89K +266 +0.5%
PI
42
Placemark Investments
Illinois
$897K +$56.9K +3,099 +7%
US Bancorp
43
US Bancorp
Minnesota
$826K -$52.4K -2,853 -6%
LGC
44
Laurel Grove Capital
California
$818K -$991K -53,958 -55%
P
45
Pitcairn
Pennsylvania
$751K +$382K +20,817 +103%
SAM
46
Scopus Asset Management
New York
$749K +$751K +40,880 New
Wells Fargo
47
Wells Fargo
California
$718K +$544K +29,613 +309%
Charles Schwab
48
Charles Schwab
California
$701K +$17.6K +960 +3%
Comerica Bank
49
Comerica Bank
Texas
$679K -$190K -10,324 -22%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$591K

ECHO Hedge Fund Activity: Q1 2014 in Review

111 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2014, worth a combined $306M — down 12% from $347M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ECHO positions and 18 closed out — a net gain of 2 holders — while 51 added to existing stakes and 25 trimmed.

The largest buyer was Invesco, adding an estimated $31.5M. The largest seller was Weatherbie Capital, exiting entirely with an estimated $17.6M sold.

  • 111 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2014, up from 110 in Q4 2013.
  • Funds reported $306M of Echo Global Logistics, Inc. stock for Q1 2014, down 12% quarter-over-quarter.
  • 20 funds opened new Echo Global Logistics, Inc. positions in Q1 2014 and 18 closed out, a net change of +2 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2014 was Invesco, an estimated $31.5M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2014 was Weatherbie Capital, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2014.