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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

150 hedge funds and large institutions have $523M invested in Echo Global Logistics, Inc. in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

8% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $2.33M

10% less funds holding

Funds holding: 167150 (-17)

40% less capital invested

Capital invested by funds: $870M → $523M (-$347M)

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
150
Holders Change
-17
Holders Change %
-10.18%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
24
Increased
67
Reduced
42
Closed
40
Calls
$2.53M
Puts
$2.33M
Net Calls
+$197K
Net Calls Change
-$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$52.2M -$8.1M -303,135 -10%
RP
2
Riverbridge Partners
Minnesota
$37.1M -$1.33M -49,660 -3%
BFA
3
BlackRock Fund Advisors
California
$33.1M +$2.72M +101,910 +6%
Invesco
4
Invesco
Georgia
$27.2M +$8.32M +311,358 +29%
SAM
5
Scopus Asset Management
New York
$26.3M +$35.8M +1,340,000 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.2M +$4.83M +180,788 +20%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.7M +$3.88M +145,087 +19%
TAM
8
Tiverton Asset Management
Delaware
$16.2M -$581K -21,735 -3%
State Street
9
State Street
Massachusetts
$15.5M +$454K +17,006 +2%
Northern Trust
10
Northern Trust
Illinois
$13.9M +$1.62M +60,462 +9%
Allianz Asset Management
11
Allianz Asset Management
Germany
$12.9M +$1.64M +61,464 +10%
BIT
12
BlackRock Institutional Trust
California
$12.2M +$5.57M +208,290 +50%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.4M +$863K +32,284 +6%
SIMG
14
Stephens Investment Management Group
Texas
$10.5M -$2.26M -84,591 -14%
LM
15
Luminus Management
Texas
$10.1M +$13.7M +514,245 New
KCM
16
Kennedy Capital Management
Missouri
$9.25M +$1.86M +69,749 +17%
SCA
17
Summit Creek Advisors
Minnesota
$9.14M +$12.5M +466,225 New
NCM
18
Newland Capital Management
New York
$8.32M +$11.4M +424,727 New
AAM
19
AMI Asset Management
California
$8.02M +$2.04M +76,273 +23%
NSAM
20
North Star Asset Management
Wisconsin
$7.68M +$1.12M +41,963 +12%
Lazard Asset Management
21
Lazard Asset Management
New York
$7.61M +$1.95M +72,917 +23%
RHJA
22
Rice Hall James & Associates
California
$7.04M +$523K +19,561 +6%
GL
23
GLG LLC
New York
$6.65M +$483K +18,059 +6%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$6.25M +$223K +8,347 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$6.22M +$8.47M +316,899 +58,685%

ECHO Hedge Fund Activity: Q3 2015 in Review

150 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q3 2015, worth a combined $523M — down 40% from $870M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ECHO and 24 opened new positions — a net loss of 16 holders — while 42 trimmed existing stakes and 67 added.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $35.8M. The largest seller was Spruce House Investment Management, exiting entirely with an estimated $35.9M sold.

  • 150 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q3 2015, down from 167 in Q2 2015.
  • Funds reported $523M of Echo Global Logistics, Inc. stock for Q3 2015, down 40% quarter-over-quarter.
  • 24 funds opened new Echo Global Logistics, Inc. positions in Q3 2015 and 40 closed out, a net change of -16 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q3 2015 was Scopus Asset Management, an estimated $35.8M added.
  • The largest Echo Global Logistics, Inc. seller in Q3 2015 was Spruce House Investment Management, an estimated $35.9M sold.

Based on aggregated 13F filings for Q3 2015.