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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

121 hedge funds and large institutions have $534M invested in Echo Global Logistics, Inc. in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $300K

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

2% less capital invested

Capital invested by funds: $548M → $534M (-$13.6M)

2% less funds holding

Funds holding: 124121 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
52
Reduced
39
Closed
18
Calls
$6.16M
Puts
$300K
Net Calls
+$5.86M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
51
Plante Moran Financial Advisors
Michigan
$1.66M -$683K -25,000 -29%
Charles Schwab
52
Charles Schwab
California
$1.64M +$53.9K +1,972 +3%
TFCM
53
Taylor Frigon Capital Management
Arizona
$1.43M -$40.6K -1,487 -3%
MCM
54
Mazama Capital Management
Oregon
$1.39M -$38.3K -1,402 -3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.33M +$1.33M +48,848 +44,007%
US Bancorp
56
US Bancorp
Minnesota
$1.28M +$40.5K +1,483 +3%
Victory Capital Management
57
Victory Capital Management
Texas
$1.18M -$42.6K -1,560 -3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$19.1K -700 -2%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$1.06M -$192K -7,019 -15%
LGC
60
Laurel Grove Capital
California
$1.03M
CCM
61
Cadence Capital Management
Massachusetts
$1.02M +$9.56K +350 +0.9%
CS
62
Credit Suisse
Switzerland
$1.01M +$289K +10,590 +40%
AI
63
Analytic Investors
California
$980K -$145K -5,319 -13%
TI
64
Turner Investments
Pennsylvania
$954K +$137K +5,000 +17%
PPA
65
Parametric Portfolio Associates
Washington
$934K -$120K -4,399 -11%
AllianceBernstein
66
AllianceBernstein
Tennessee
$891K
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$823K +$825K +30,202 New
SO
68
STRS Ohio
Ohio
$817K +$19.1K +700 +2%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$730K -$48.3K -1,767 -6%
USAA
70
United Services Automobile Association
Texas
$720K +$445K +16,300 +161%
Citigroup
71
Citigroup
New York
$684K +$395K +14,462 +136%
AQR Capital Management
72
AQR Capital Management
Connecticut
$672K +$318K +11,644 +90%
AGM
73
Alpine Global Management
New York
$638K +$639K +23,389 New
IP
74
Isthmus Partners
Wisconsin
$631K +$14.4K +527 +2%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$573K +$101K +3,700 +21%

ECHO Hedge Fund Activity: Q1 2015 in Review

121 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2015, worth a combined $534M — down 2.5% from $548M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ECHO and 16 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 52 added.

The largest buyer was THB Asset Management, opening a new position worth an estimated $8M. The largest seller was Proxima Capital Management, exiting entirely with an estimated $2.11M sold.

  • 121 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2015, down from 124 in Q4 2014.
  • Funds reported $534M of Echo Global Logistics, Inc. stock for Q1 2015, down 2.5% quarter-over-quarter.
  • 16 funds opened new Echo Global Logistics, Inc. positions in Q1 2015 and 18 closed out, a net change of -2 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2015 was THB Asset Management, an estimated $8M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2015 was Proxima Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2015.