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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

173 hedge funds and large institutions have $696M invested in Echo Global Logistics, Inc. in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $1.21M

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $546M → $696M (+$151M)

19% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 54

11% more funds holding

Funds holding: 156173 (+17)

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
64
Reduced
54
Closed
23
Calls
$5.6M
Puts
$1.21M
Net Calls
+$4.39M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Castleark Management
Illinois
$7.46M +$6.54M +274,470 New
NIP
27
Nicholas Investment Partners
California
$6.71M +$2.25M +94,397 +62%
GIM
28
Granahan Investment Management
Massachusetts
$6.63M +$198K +8,300 +4%
SBCM
29
Schwerin Boyle Capital Management
Massachusetts
$6.52M
KA
30
Kerrisdale Advisers
Florida
$6.2M +$5.44M +228,099 New
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$6.17M +$5.41M +227,103 New
RA
32
Royce & Associates
New York
$5.62M -$260K -10,900 -5%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$5.23M +$710K +29,784 +18%
WRF
34
Waddell & Reed Financial
Kansas
$5.08M +$4.46M +186,900 New
Principal Financial Group
35
Principal Financial Group
Iowa
$4.64M +$40.9K +1,714 +1%
Wells Fargo
36
Wells Fargo
California
$4.54M +$990K +41,515 +33%
TCIM
37
TIAA CREF Investment Management
New York
$3.96M -$1.85M -77,473 -35%
DCM
38
Driehaus Capital Management
Illinois
$3.9M +$3.42M +143,460 New
WMSA
39
Weiss Multi-Strategy Advisers
New York
$3.23M +$1.97M +82,443 +227%
BIM
40
BlackRock Investment Management
Delaware
$3.21M +$35.3K +1,482 +1%
Ameriprise
41
Ameriprise
Minnesota
$3.19M +$8.92K +374 +0.3%
Citadel Advisors
42
Citadel Advisors
Florida
$3.17M -$82.1K -3,443 -3%
NC
43
Nicholas Company
Wisconsin
$2.97M +$32.2K +1,350 +1%
Morgan Stanley
44
Morgan Stanley
New York
$2.77M -$823K -34,541 -25%
TCM
45
Timpani Capital Management
Wisconsin
$2.62M +$2.3M +96,601 New
PPA
46
Parametric Portfolio Associates
Washington
$2.57M +$1.02M +42,829 +83%
Charles Schwab
47
Charles Schwab
California
$2.51M +$46.9K +1,967 +2%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M -$164K -6,893 -7%
Bank of America
49
Bank of America
North Carolina
$2.38M +$6.13K +257 +0.3%
OAM
50
Oxford Asset Management
United Kingdom
$2.28M +$2M +83,953 New

ECHO Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2016, worth a combined $696M — up 28% from $546M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ECHO positions and 23 closed out — a net gain of 18 holders — while 64 added to existing stakes and 54 trimmed.

The largest buyer was Ascend Capital, opening a new position worth an estimated $9.25M. The largest seller was Luminus Management, exiting entirely with an estimated $22.2M sold.

  • 173 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2016, up from 156 in Q4 2015.
  • Funds reported $696M of Echo Global Logistics, Inc. stock for Q1 2016, up 28% quarter-over-quarter.
  • 41 funds opened new Echo Global Logistics, Inc. positions in Q1 2016 and 23 closed out, a net change of +18 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2016 was Ascend Capital, an estimated $9.25M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2016 was Luminus Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2016.