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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

173 hedge funds and large institutions have $696M invested in Echo Global Logistics, Inc. in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $1.21M

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $546M → $696M (+$151M)

19% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 54

11% more funds holding

Funds holding: 156173 (+17)

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
64
Reduced
54
Closed
23
Calls
$5.6M
Puts
$1.21M
Net Calls
+$4.39M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$74.7M -$1.3M -54,536 -2%
RP
2
Riverbridge Partners
Minnesota
$49.7M +$513K +21,506 +1%
BFA
3
BlackRock Fund Advisors
California
$47.4M -$762K -31,953 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.2M +$2.13M +89,167 +8%
Invesco
5
Invesco
Georgia
$32.1M -$6.68M -280,185 -19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$28.3M +$2.12M +88,935 +9%
EAM
7
Eagle Asset Management
Florida
$19.5M -$380K -15,952 -2%
SCA
8
Summit Creek Advisors
Minnesota
$19.1M +$2.34M +98,063 +16%
Northern Trust
9
Northern Trust
Illinois
$17.8M +$538K +22,571 +3%
AAM
10
AMI Asset Management
California
$17.7M +$1.74M +72,877 +13%
BIT
11
BlackRock Institutional Trust
California
$17.6M +$295K +12,354 +2%
State Street
12
State Street
Massachusetts
$16.8M -$172K -7,208 -1%
TAM
13
Tiverton Asset Management
Delaware
$15.8M -$5.82M -244,314 -30%
SIMG
14
Stephens Investment Management Group
Texas
$15.8M +$1.56M +65,520 +13%
RFC
15
Russell Frank Company
Washington
$15M +$5.97M +250,413 +83%
RHJA
16
Rice Hall James & Associates
California
$14.7M +$349K +14,640 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.6M -$1.3M -54,484 -10%
NSAM
18
North Star Asset Management
Wisconsin
$10.7M -$11.1K -465 -0.1%
AC
19
Ascend Capital
California
$10.5M +$9.25M +388,184 New
Lazard Asset Management
20
Lazard Asset Management
New York
$10.5M -$2.54M -106,696 -22%
KCM
21
Kennedy Capital Management
Missouri
$9.41M -$2.88M -120,817 -26%
FAM
22
Fenimore Asset Management
New York
$9.31M -$67.3K -2,825 -0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.21M +$6.55M +274,599 +991%
SAM
24
Scopus Asset Management
New York
$8.15M -$19.6M -823,684 -73%
KCP
25
KDI Capital Partners
North Carolina
$8.07M -$2.96M -124,092 -29%

ECHO Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2016, worth a combined $696M — up 28% from $546M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ECHO positions and 23 closed out — a net gain of 18 holders — while 64 added to existing stakes and 54 trimmed.

The largest buyer was Ascend Capital, opening a new position worth an estimated $9.25M. The largest seller was Luminus Management, exiting entirely with an estimated $22.2M sold.

  • 173 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2016, up from 156 in Q4 2015.
  • Funds reported $696M of Echo Global Logistics, Inc. stock for Q1 2016, up 28% quarter-over-quarter.
  • 41 funds opened new Echo Global Logistics, Inc. positions in Q1 2016 and 23 closed out, a net change of +18 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2016 was Ascend Capital, an estimated $9.25M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2016 was Luminus Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2016.