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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

183 hedge funds and large institutions have $683M invested in Echo Global Logistics, Inc. in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $2.99M

22% more capital invested

Capital invested by funds: $559M → $683M (+$124M)

6% less funds holding

Funds holding: 195183 (-12)

17% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 75

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
183
Holders Change
-12
Holders Change %
-6.15%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
62
Reduced
75
Closed
28
Calls
$6.01M
Puts
$2.99M
Net Calls
+$3.02M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M -$3.88M -164,441 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.2M +$230K +9,747 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.3M +$1.3M +55,008 +2%
Aberdeen Group
4
Aberdeen Group
United Kingdom
$48.7M +$2.4M +101,724 +5%
RHJA
5
Rice Hall James & Associates
California
$27.2M +$2.6M +110,365 +11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$22.4M +$13.9M +589,772 +187%
State Street
7
State Street
Massachusetts
$21.3M -$946K -40,114 -4%
Goldman Sachs
8
Goldman Sachs
New York
$17.5M -$8.39M -355,559 -34%
TA
9
Teachers Advisors
New York
$16.6M -$1.62M -68,768 -9%
Northern Trust
10
Northern Trust
Illinois
$15.5M +$116K +4,903 +0.8%
Public Employees Retirement Association of Colorado
11
Public Employees Retirement Association of Colorado
Colorado
$14.5M
JP Morgan Chase
12
JP Morgan Chase
New York
$11.6M +$9.17M +388,490 +477%
NSAM
13
North Star Asset Management
Wisconsin
$11.4M +$189K +8,017 +2%
SIMG
14
Stephens Investment Management Group
Texas
$11.3M -$49.5K -2,096 -0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.2M -$982K -41,616 -9%
Charles Schwab
16
Charles Schwab
California
$9.9M +$1.37M +58,054 +17%
Lazard Asset Management
17
Lazard Asset Management
New York
$9.35M +$2.8M +118,550 +46%
AAM
18
AMI Asset Management
California
$9.31M +$83.6K +3,542 +1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$9.08M -$22.3K -945 -0.3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$8.38M +$555K +23,536 +7%
SCA
21
Summit Creek Advisors
Minnesota
$8.37M -$13.7K -580 -0.2%
ECP
22
Elk Creek Partners
Colorado
$8.35M -$48.5K -2,056 -0.6%
Ameriprise
23
Ameriprise
Minnesota
$8.3M -$187K -7,914 -2%
IP
24
Isthmus Partners
Wisconsin
$8.15M +$1.81M +76,899 +182%
Deutsche Bank
25
Deutsche Bank
Germany
$7.16M -$1.93M -81,751 -22%

ECHO Hedge Fund Activity: Q1 2019 in Review

183 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2019, worth a combined $683M — up 22% from $559M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ECHO and 19 opened new positions — a net loss of 9 holders — while 75 trimmed existing stakes and 62 added.

The largest buyer was Fidelity Investments, adding an estimated $13.9M. The largest seller was Goldman Sachs, cutting an estimated $8.39M.

  • 183 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2019, down from 195 in Q4 2018.
  • Funds reported $683M of Echo Global Logistics, Inc. stock for Q1 2019, up 22% quarter-over-quarter.
  • 19 funds opened new Echo Global Logistics, Inc. positions in Q1 2019 and 28 closed out, a net change of -9 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2019 was Fidelity Investments, an estimated $13.9M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2019 was Goldman Sachs, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2019.