Echo Global Logistics, Inc.
ECHO
ECHO was delisted on the 22nd of November, 2021.
111 hedge funds and large institutions have $306M invested in Echo Global Logistics, Inc. in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 18 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 25
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
1% more funds holding
Funds holding: 110 → 111 (+1)
12% less capital invested
Capital invested by funds: $347M → $306M (-$40.6M)
51% less call options, than puts
Call options by funds: $672K | Put options by funds: $1.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$31.5M |
| 2 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
+$5.14M |
| 3 |
NCM
Newland Capital Management
New York
|
+$3.6M |
| 4 |
OCM
OMT Capital Management
San Francisco,
California
|
+$3.26M |
| 5 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
-$17.6M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$15M |
| 3 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$9.13M |
| 4 |
PM
Platinum Management
New York
|
-$5.04M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$4.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
BNP Paribas Financial Markets
Paris,
France
| – | -$4.94K | -230 | Closed |
|
|
1IC
127
1919 Investment Counsel
Baltimore,
Maryland
| – | -$3K | -128 | Closed |
|
128
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -52 | Closed |
|
|
KCPG
129
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$1K | -50 | Closed |
|
ECHO Hedge Fund Activity: Q1 2014 in Review
111 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2014, worth a combined $306M — down 12% from $347M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ECHO positions and 18 closed out — a net gain of 2 holders — while 51 added to existing stakes and 25 trimmed.
The largest buyer was Invesco, adding an estimated $31.5M. The largest seller was Weatherbie Capital, exiting entirely with an estimated $17.6M sold.
- 111 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2014, up from 110 in Q4 2013.
- Funds reported $306M of Echo Global Logistics, Inc. stock for Q1 2014, down 12% quarter-over-quarter.
- 20 funds opened new Echo Global Logistics, Inc. positions in Q1 2014 and 18 closed out, a net change of +2 holders.
- The largest Echo Global Logistics, Inc. buyer in Q1 2014 was Invesco, an estimated $31.5M added.
- The largest Echo Global Logistics, Inc. seller in Q1 2014 was Weatherbie Capital, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2014.