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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

122 hedge funds and large institutions have $317M invested in Echo Global Logistics, Inc. in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

10% more funds holding

Funds holding: 111122 (+11)

4% more capital invested

Capital invested by funds: $306M → $317M (+$11.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
23
Increased
51
Reduced
39
Closed
12
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
101
ClearBridge Investments
New York
$82K +$50.5K +2,755 +184%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$67K -$7.03K -383 -10%
FNBT
103
FineMark National Bank & Trust
Florida
$49K +$605 +33 +1%
MCM
104
Mazama Capital Management
Oregon
$43K +$41.3K +2,253 New
VFA
105
Virtus Fund Advisers
Connecticut
$38K +$36.8K +2,004 New
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$23K +$7.25K +395 +50%
VAM
107
Visionary Asset Management
Texas
$19K +$18.2K +990 New
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$12K +$2.24K +122 +23%
U
109
UBS
Switzerland
$11K -$21.3K -1,160 -66%
BlackRock
110
BlackRock
New York
$11K +$1.82K +99 +21%
CCMH
111
Cornerstone Capital Management Holdings
New York
$11K +$11K +600 New
Barclays
112
Barclays
United Kingdom
$10K -$223K -12,169 -96%
OIA
113
Optimum Investment Advisors
Illinois
$10K
WA
114
WealthTrust-Arizona
Arizona
$7K -$477 -26 -7%
Creative Planning
115
Creative Planning
Kansas
$5K
FHA
116
First Horizon Advisors
Tennessee
$4K -$14.6K -798 -78%
SSB
117
Sandy Spring Bank
Maryland
$3K +$3.21K +175 New
Bessemer Group
118
Bessemer Group
New Jersey
$2K
Ameriprise
119
Ameriprise
Minnesota
$1K -$16K -870 -92%
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$330 -18 -38%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$652 +$624 +34 New
Federated Hermes
122
Federated Hermes
Pennsylvania
-$6.15M -335,900 Closed
NCM
123
Newland Capital Management
New York
-$3.59M -195,884 Closed
MPI
124
Mairs & Power Inc
Minnesota
-$319K -17,393 Closed
DTL
125
Dynamic Technology Lab
Singapore
-$315K -17,169 Closed

ECHO Hedge Fund Activity: Q2 2014 in Review

122 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q2 2014, worth a combined $317M — up 3.6% from $306M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ECHO positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $2.01M. The largest seller was Franklin Resources, cutting an estimated $6.81M.

  • 122 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q2 2014, up from 111 in Q1 2014.
  • Funds reported $317M of Echo Global Logistics, Inc. stock for Q2 2014, up 3.6% quarter-over-quarter.
  • 23 funds opened new Echo Global Logistics, Inc. positions in Q2 2014 and 12 closed out, a net change of +11 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q2 2014 was Jacobs Levy Equity Management, an estimated $2.01M added.
  • The largest Echo Global Logistics, Inc. seller in Q2 2014 was Franklin Resources, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2014.