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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

158 hedge funds and large institutions have $554M invested in Echo Global Logistics, Inc. in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

14% less funds holding

Funds holding: 183158 (-25)

19% less capital invested

Capital invested by funds: $683M → $554M (-$129M)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.78M

Holders
158
Holders Change
-25
Holders Change %
-13.66%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
50
Reduced
55
Closed
42
Calls
Puts
$1.78M
Net Calls
-$1.78M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$90.4M +$670K +30,187 +0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.9M -$956K -43,097 -2%
Aberdeen Group
3
Aberdeen Group
United Kingdom
$46.1M +$5.47M +246,750 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.6M -$3.71M -167,106 -7%
RHJA
5
Rice Hall James & Associates
California
$22.3M -$657K -29,620 -3%
State Street
6
State Street
Massachusetts
$18.7M +$839K +37,822 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$18.3M +$9.47M +426,839 +91%
ACH
8
ArrowMark Colorado Holdings
Colorado
$16M +$17M +767,143 New
Goldman Sachs
9
Goldman Sachs
New York
$13.3M -$1.56M -70,243 -10%
Northern Trust
10
Northern Trust
Illinois
$13.1M +$32.3K +1,454 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$12.9M +$11.7M +525,914 +585%
NSAM
12
North Star Asset Management
Wisconsin
$9.88M +$324K +14,598 +3%
Charles Schwab
13
Charles Schwab
California
$9.85M +$1.61M +72,577 +18%
SIMG
14
Stephens Investment Management Group
Texas
$9.84M +$317K +14,292 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$9.84M -$9.62M -433,872 -48%
AAM
16
AMI Asset Management
California
$9.53M +$1.79M +80,747 +21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.84M +$244K +11,005 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.71M +$694K +31,293 +9%
SCA
19
Summit Creek Advisors
Minnesota
$7.07M +$20.2K +910 +0.3%
N
20
Nuveen
North Carolina
$7.03M +$7.48M +336,994 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$6.73M -$978K -44,104 -12%
Ameriprise
22
Ameriprise
Minnesota
$6.25M -$790K -35,594 -11%
ECP
23
Elk Creek Partners
Colorado
$6.23M -$847K -38,162 -11%
Millennium Management
24
Millennium Management
New York
$5.21M +$1.12M +50,454 +25%
Lazard Asset Management
25
Lazard Asset Management
New York
$5.2M -$2.84M -128,031 -34%

ECHO Hedge Fund Activity: Q2 2019 in Review

158 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q2 2019, worth a combined $554M — down 19% from $683M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ECHO and 22 opened new positions — a net loss of 20 holders — while 55 trimmed existing stakes and 50 added.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $17M. The largest seller was Public Employees Retirement Association of Colorado, exiting entirely with an estimated $14.5M sold.

  • 158 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q2 2019, down from 183 in Q1 2019.
  • Funds reported $554M of Echo Global Logistics, Inc. stock for Q2 2019, down 19% quarter-over-quarter.
  • 22 funds opened new Echo Global Logistics, Inc. positions in Q2 2019 and 42 closed out, a net change of -20 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q2 2019 was ArrowMark Colorado Holdings, an estimated $17M added.
  • The largest Echo Global Logistics, Inc. seller in Q2 2019 was Public Employees Retirement Association of Colorado, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2019.