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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

124 hedge funds and large institutions have $548M invested in Echo Global Logistics, Inc. in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,794% more call options, than puts

Call options by funds: $7.73M | Put options by funds: $408K

26% more capital invested

Capital invested by funds: $435M → $548M (+$113M)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
42
Reduced
43
Closed
22
Calls
$7.73M
Puts
$408K
Net Calls
+$7.32M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$4.22M +$765K +28,600 +25%
OCM
27
OMT Capital Management
California
$4.19M -$2.78M -103,940 -42%
NC
28
Nicholas Company
Wisconsin
$3.61M
MCM
29
Mitchell Capital Management
Kansas
$3.34M +$3.06M +114,503 New
NIP
30
Nicholas Investment Partners
California
$3.18M +$7.22K +270 +0.2%
GIM
31
Granahan Investment Management
Massachusetts
$3.15M +$2.89M +108,000 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$2.86M +$242K +9,062 +10%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$2.82M +$131K +4,900 +5%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.78M +$310K +11,597 +14%
MAA
35
Managed Account Advisors
New Jersey
$2.71M -$193K -7,217 -7%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$2.65M -$1.74M -65,165 -40%
CCMLC
37
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.56M -$601K -22,500 -20%
Morgan Stanley
38
Morgan Stanley
New York
$2.54M +$458K +17,126 +25%
PMFA
39
Plante Moran Financial Advisors
Michigan
$2.51M -$196K -7,350 -8%
Comerica Bank
40
Comerica Bank
Texas
$2.51M +$1.07M +40,117 +88%
NFA
41
Nationwide Fund Advisors
Ohio
$2.38M -$80.8K -3,023 -4%
PCM
42
Proxima Capital Management
New York
$2.11M
LCG
43
Lisanti Capital Growth
New York
$2.02M +$1.85M +69,295 New
BIM
44
BlackRock Investment Management
Delaware
$2M -$18.3K -686 -1%
DC
45
Deere & Company
Illinois
$1.77M +$1.36M +51,056 +536%
EI
46
EAM Investors
California
$1.73M -$160 -6 -0%
Bank of America
47
Bank of America
North Carolina
$1.7M +$289K +10,799 +23%
Charles Schwab
48
Charles Schwab
California
$1.69M +$270K +10,093 +21%
CCMH
49
Cornerstone Capital Management Holdings
New York
$1.61M +$265K +9,900 +22%
TFCM
50
Taylor Frigon Capital Management
Arizona
$1.59M +$1.45M +54,425 New

ECHO Hedge Fund Activity: Q4 2014 in Review

124 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q4 2014, worth a combined $548M — up 26% from $435M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ECHO positions and 22 closed out — a net gain of 1 holder — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $11.8M. The largest seller was Invesco, cutting an estimated $14.7M.

  • 124 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q4 2014, down from 127 in Q3 2014.
  • Funds reported $548M of Echo Global Logistics, Inc. stock for Q4 2014, up 26% quarter-over-quarter.
  • 23 funds opened new Echo Global Logistics, Inc. positions in Q4 2014 and 22 closed out, a net change of +1 holder.
  • The largest Echo Global Logistics, Inc. buyer in Q4 2014 was Wasatch Advisors, an estimated $11.8M added.
  • The largest Echo Global Logistics, Inc. seller in Q4 2014 was Invesco, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2014.