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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 110111 (+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

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
51
Reduced
25
Closed
18
Calls
$672K
Puts
$1.37M
Net Calls
-$702K
Net Calls Change
-$487K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$41.1M +$31.5M +1,714,767 +324%
RP
2
Riverbridge Partners
Minnesota
$41M +$547K +29,758 +1%
TAM
3
Tiverton Asset Management
Delaware
$17.1M +$5.14M +279,700 +43%
Franklin Resources
4
Franklin Resources
California
$16.8M -$1.68M -91,181 -9%
SIMG
5
Stephens Investment Management Group
Texas
$12.5M -$860K -46,830 -6%
OCM
6
OMT Capital Management
California
$12.2M +$3.26M +177,510 +36%
GCM
7
Geneva Capital Management
Wisconsin
$9.95M -$49.6K -2,702 -0.5%
Northern Trust
8
Northern Trust
Illinois
$9.29M +$2.58M +140,162 +38%
BFA
9
BlackRock Fund Advisors
California
$9.22M +$320K +17,438 +4%
Vanguard Group
10
Vanguard Group
Pennsylvania
$8.24M +$527K +28,707 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.84M +$1.88M +102,535 +32%
NSAM
12
North Star Asset Management
Wisconsin
$7.46M +$2.85M +155,218 +62%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.36M +$239K +12,989 +3%
Lazard Asset Management
14
Lazard Asset Management
New York
$7.3M -$387K -21,043 -5%
AAM
15
AMI Asset Management
California
$6.88M +$978K +53,221 +17%
KCM
16
Kennedy Capital Management
Missouri
$6.36M -$1.84M -100,193 -22%
Federated Hermes
17
Federated Hermes
Pennsylvania
$6.15M
State Street
18
State Street
Massachusetts
$5.36M +$146K +7,973 +3%
IMOV
19
Investment Management of Virginia
Virginia
$4.44M +$2.72M +148,010 +157%
RHJA
20
Rice Hall James & Associates
California
$4.26M +$148K +8,054 +4%
FAM
21
Fenimore Asset Management
New York
$3.9M +$2.38M +129,507 +155%
BIT
22
BlackRock Institutional Trust
California
$3.83M -$17.8K -971 -0.5%
NCM
23
Newland Capital Management
New York
$3.59M +$3.6M +195,884 New
Citadel Advisors
24
Citadel Advisors
Florida
$2.77M +$2.29M +124,531 +471%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$2.65M -$732K -39,850 -22%

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.