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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

189 hedge funds and large institutions have $756M invested in Echo Global Logistics, Inc. in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

12% more funds holding

Funds holding: 169189 (+20)

8% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $3.56M

3% less capital invested

Capital invested by funds: $777M → $756M (-$21.5M)

25% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 68

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
189
Holders Change
+20
Holders Change %
+11.83%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
51
Reduced
68
Closed
17
Calls
$3.85M
Puts
$3.56M
Net Calls
+$290K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$7.5M -$1.06M -37,790 -12%
KCM
27
Kennedy Capital Management
Missouri
$7.46M -$692K -24,636 -8%
USAA
28
United Services Automobile Association
Texas
$6.97M +$328K +11,673 +5%
Charles Schwab
29
Charles Schwab
California
$6.8M +$673K +23,958 +11%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$6.78M +$3.44M +122,632 +100%
TCIM
31
TIAA CREF Investment Management
New York
$6.76M +$272K +9,686 +4%
Ameriprise
32
Ameriprise
Minnesota
$6.68M +$1.05M +37,246 +18%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$6.67M +$125K +4,456 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$6.12M +$1.13M +40,094 +22%
Lazard Asset Management
35
Lazard Asset Management
New York
$5.8M -$1.79M -63,597 -23%
Principal Financial Group
36
Principal Financial Group
Iowa
$5.57M +$158K +5,611 +3%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$5.53M -$2.36M -83,885 -30%
SPPAM
38
Summit Partners Public Asset Management
Massachusetts
$5.52M -$4.14M -147,500 -42%
Wells Fargo
39
Wells Fargo
California
$5.31M +$4.09M +145,602 +311%
DCM
40
Driehaus Capital Management
Illinois
$4.72M +$4.81M +171,189 New
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$4.66M +$4.74M +168,945 New
Renaissance Technologies
42
Renaissance Technologies
New York
$4.55M +$2.53M +90,000 +120%
PP
43
PDT Partners
New York
$4.44M -$31K -1,104 -0.7%
BIM
44
Bogle Investment Management
Massachusetts
$4.07M -$2.29M -81,673 -36%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$3.89M +$3.96M +141,100 New
Citadel Advisors
46
Citadel Advisors
Florida
$3.58M +$3.64M +129,761 New
MOACM
47
Mutual of America Capital Management
New York
$3.54M
Allianz Asset Management
48
Allianz Asset Management
Germany
$3.51M -$162K -5,780 -4%
PCM
49
Penn Capital Management
Pennsylvania
$3.26M -$1.9M -67,579 -36%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$3.12M +$3.18M +113,201 New

ECHO Hedge Fund Activity: Q1 2018 in Review

189 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2018, worth a combined $756M — down 2.8% from $777M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ECHO positions and 17 closed out — a net gain of 22 holders — while 51 added to existing stakes and 68 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.5M. The largest seller was Park West Asset Management, exiting entirely with an estimated $22.8M sold.

  • 189 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2018, up from 169 in Q4 2017.
  • Funds reported $756M of Echo Global Logistics, Inc. stock for Q1 2018, down 2.8% quarter-over-quarter.
  • 39 funds opened new Echo Global Logistics, Inc. positions in Q1 2018 and 17 closed out, a net change of +22 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2018 was Goldman Sachs, an estimated $20.5M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2018 was Park West Asset Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2018.