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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

127 hedge funds and large institutions have $435M invested in Echo Global Logistics, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,130% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $209K

37% more capital invested

Capital invested by funds: $317M → $435M (+$118M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

4% more funds holding

Funds holding: 122127 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
34
Reduced
50
Closed
24
Calls
$4.66M
Puts
$209K
Net Calls
+$4.45M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$3.82M +$397K +17,160 +12%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.15M +$3.1M +133,804 New
NC
28
Nicholas Company
Wisconsin
$2.91M -$355K -15,320 -11%
IMOV
29
Investment Management of Virginia
Virginia
$2.84M -$2.77M -119,845 -50%
TCIM
30
TIAA CREF Investment Management
New York
$2.73M +$492K +21,260 +22%
CCMLC
31
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.59M
NIP
32
Nicholas Investment Partners
California
$2.56M +$2.52M +108,722 New
Wellington Management Group
33
Wellington Management Group
Massachusetts
$2.45M -$80.9K -3,496 -3%
MAA
34
Managed Account Advisors
New Jersey
$2.35M -$152K -6,584 -6%
PMFA
35
Plante Moran Financial Advisors
Michigan
$2.2M -$539K -23,293 -20%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$2.16M +$2.13M +91,800 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$2.1M +$40.7K +1,760 +2%
NFA
38
Nationwide Fund Advisors
Ohio
$1.99M -$112K -4,855 -5%
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.97M +$1.93M +83,556 New
ECM
40
ETrade Capital Management
Virginia
$1.78M -$1.12M -48,194 -39%
PCM
41
Proxima Capital Management
New York
$1.7M +$240K +10,383 +17%
Morgan Stanley
42
Morgan Stanley
New York
$1.65M -$663K -28,653 -29%
BIM
43
BlackRock Investment Management
Delaware
$1.63M +$46.5K +2,010 +3%
OAM
44
Oxford Asset Management
United Kingdom
$1.58M +$224K +9,679 +17%
CIP
45
Convergence Investment Partners
Florida
$1.41M +$1.39M +59,985 New
EI
46
EAM Investors
California
$1.39M +$1.37M +59,192 New
SB
47
Suntrust Banks
Georgia
$1.32M -$1.07M -46,186 -45%
PI
48
Placemark Investments
Illinois
$1.17M -$25.1K -1,083 -2%
Charles Schwab
49
Charles Schwab
California
$1.13M +$18.8K +811 +2%
PPA
50
Parametric Portfolio Associates
Washington
$1.12M -$199K -8,574 -15%

ECHO Hedge Fund Activity: Q3 2014 in Review

127 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q3 2014, worth a combined $435M — up 37% from $317M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ECHO positions and 24 closed out — a net gain of 5 holders — while 34 added to existing stakes and 50 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $57.3M. The largest seller was Franklin Resources, exiting entirely with an estimated $10.5M sold.

  • 127 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q3 2014, up from 122 in Q2 2014.
  • Funds reported $435M of Echo Global Logistics, Inc. stock for Q3 2014, up 37% quarter-over-quarter.
  • 29 funds opened new Echo Global Logistics, Inc. positions in Q3 2014 and 24 closed out, a net change of +5 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q3 2014 was Wasatch Advisors, an estimated $57.3M added.
  • The largest Echo Global Logistics, Inc. seller in Q3 2014 was Franklin Resources, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2014.