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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

127 hedge funds and large institutions have $435M invested in Echo Global Logistics, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,130% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $209K

37% more capital invested

Capital invested by funds: $317M → $435M (+$118M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

4% more funds holding

Funds holding: 122127 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
34
Reduced
50
Closed
24
Calls
$4.66M
Puts
$209K
Net Calls
+$4.45M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$105K +$101K +4,367 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$100K -$10.4K -450 -10%
HR
103
Howe & Rusling
New York
$80K -$61.1K -2,640 -44%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$80K -$1.9K -82 -2%
Barclays
105
Barclays
United Kingdom
$71K +$59.7K +2,577 +547%
FNBT
106
FineMark National Bank & Trust
Florida
$68K +$8.36K +361 +14%
MCM
107
Mazama Capital Management
Oregon
$45K -$7.8K -337 -15%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$39.4K +$37.9K +1,637 +4,815%
U
109
UBS
Switzerland
$24K +$10.3K +445 +74%
TRCT
110
Tower Research Capital (TRC)
New York
$16K +$15.4K +667 New
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$15K -$255 -11 -2%
BlackRock
112
BlackRock
New York
$14K
OIA
113
Optimum Investment Advisors
Illinois
$12K
Federated Hermes
114
Federated Hermes
Pennsylvania
$12K +$11.7K +507 New
Creative Planning
115
Creative Planning
Kansas
$11K +$4.82K +208 +84%
WA
116
WealthTrust-Arizona
Arizona
$8K
IPC
117
Independent Portfolio Consultants
Florida
$7K +$6.71K +290 New
FHA
118
First Horizon Advisors
Tennessee
$5K
GSC
119
Ground Swell Capital
South Carolina
$5K +$4.63K +200 New
SSB
120
Sandy Spring Bank
Maryland
$4K
Ameriprise
121
Ameriprise
Minnesota
$4K +$2.87K +124 +165%
Bessemer Group
122
Bessemer Group
New Jersey
$2K
W
123
Wealthfront
California
$2K +$2.43K +105 New
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
EMA
125
Efficient Market Advisors
California
$1K +$579 +25 New

ECHO Hedge Fund Activity: Q3 2014 in Review

127 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q3 2014, worth a combined $435M — up 37% from $317M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ECHO positions and 24 closed out — a net gain of 5 holders — while 34 added to existing stakes and 50 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $57.3M. The largest seller was Franklin Resources, exiting entirely with an estimated $10.5M sold.

  • 127 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q3 2014, up from 122 in Q2 2014.
  • Funds reported $435M of Echo Global Logistics, Inc. stock for Q3 2014, up 37% quarter-over-quarter.
  • 29 funds opened new Echo Global Logistics, Inc. positions in Q3 2014 and 24 closed out, a net change of +5 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q3 2014 was Wasatch Advisors, an estimated $57.3M added.
  • The largest Echo Global Logistics, Inc. seller in Q3 2014 was Franklin Resources, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2014.