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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

135 hedge funds and large institutions have $560M invested in Echo Global Logistics, Inc. in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 51

2% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $2.39M

9% less funds holding

Funds holding: 149135 (-14)

15% less capital invested

Capital invested by funds: $657M → $560M (-$96.5M)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
-14
Holders Change %
-9.4%
% of All Funds
3.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
54
Reduced
51
Closed
18
Calls
$2.43M
Puts
$2.39M
Net Calls
+$39K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73.7M +$79.3M +3,449,534 +109,718%
WA
2
Wasatch Advisors
Utah
$46.7M -$8.72M -379,427 -15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32M +$4.16M +181,052 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.5M +$2.53M +110,145 +8%
Franklin Resources
5
Franklin Resources
California
$23.8M +$16.2M +704,172 +172%
LM
6
Luminus Management
Texas
$22.5M +$12.3M +534,687 +103%
Invesco
7
Invesco
Georgia
$20M +$2.72M +118,412 +14%
EAM
8
Eagle Asset Management
Florida
$17.1M -$186K -8,101 -1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$16.8M +$6.26M +272,321 +53%
JHIU
10
Janus Henderson Investors US
Colorado
$15.8M -$4.83M -210,244 -22%
State Street
11
State Street
Massachusetts
$15.5M +$192K +8,351 +1%
SIMG
12
Stephens Investment Management Group
Texas
$13.6M +$942K +40,974 +7%
RHJA
13
Rice Hall James & Associates
California
$13.2M +$783K +34,067 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$12.8M -$4.17M -181,250 -23%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$12.5M +$841K +36,590 +7%
SCA
16
Summit Creek Advisors
Minnesota
$12.4M -$4.39M -191,115 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.1M +$1.58M +68,892 +14%
AAM
18
AMI Asset Management
California
$10.3M -$2.87M -124,846 -21%
ECP
19
Elk Creek Partners
Colorado
$9.69M +$1.04M +45,273 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.3M -$44.9K -1,954 -0.4%
NSAM
21
North Star Asset Management
Wisconsin
$8.88M +$226K +9,820 +2%
Northern Trust
22
Northern Trust
Illinois
$8.77M +$8K +348 +0.1%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$8.25M +$8.88M +386,352 New
SC
24
ShearLink Capital
New York
$7.73M +$8.32M +361,942 New
FAM
25
Fenimore Asset Management
New York
$7.55M +$426K +18,525 +6%

ECHO Hedge Fund Activity: Q1 2017 in Review

135 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2017, worth a combined $560M — down 15% from $657M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ECHO and 11 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $79.3M. The largest seller was Allianz Asset Management, cutting an estimated $13.6M.

  • 135 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2017, down from 149 in Q4 2016.
  • Funds reported $560M of Echo Global Logistics, Inc. stock for Q1 2017, down 15% quarter-over-quarter.
  • 11 funds opened new Echo Global Logistics, Inc. positions in Q1 2017 and 18 closed out, a net change of -7 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2017 was BlackRock, an estimated $79.3M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2017 was Allianz Asset Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2017.