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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

143 hedge funds and large institutions have $445M invested in Echo Global Logistics, Inc. in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $741K | Put options by funds: $374K

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 142143 (+1)

19% less capital invested

Capital invested by funds: $546M → $445M (-$101M)

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
61
Reduced
48
Closed
12
Calls
$741K
Puts
$374K
Net Calls
+$367K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$71.9M -$5.31M -272,745 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$38M -$836K -42,898 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.1M -$188K -9,668 -0.5%
ACH
4
ArrowMark Colorado Holdings
Colorado
$24.4M +$2.34M +120,070 +9%
State Street
5
State Street
Massachusetts
$16.1M +$1.28M +65,695 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$15.2M -$2.63M -134,944 -13%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$15.1M -$13.4M -687,292 -44%
RHJA
8
Rice Hall James & Associates
California
$14.9M -$2.44M -125,014 -13%
Goldman Sachs
9
Goldman Sachs
New York
$13.4M +$1.21M +62,257 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$12.3M +$6.29M +322,885 +81%
HRCM
11
Hood River Capital Management
Florida
$10.9M +$4.98M +255,433 +66%
Northern Trust
12
Northern Trust
Illinois
$10.3M -$36.6K -1,880 -0.3%
SAM
13
Scopus Asset Management
New York
$9.34M +$10.7M +546,803 New
RCMC
14
RK Capital Management (Colorado)
Colorado
$7.54M +$3.33M +170,721 +63%
SIMG
15
Stephens Investment Management Group
Texas
$7.3M +$18.4K +946 +0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.78M +$431K +22,112 +6%
Charles Schwab
17
Charles Schwab
California
$6.7M +$845K +43,378 +12%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$6.54M +$1.49M +76,491 +23%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$6.15M +$359K +18,423 +5%
Ameriprise
20
Ameriprise
Minnesota
$6.12M -$260K -13,368 -4%
N
21
Nuveen
North Carolina
$6.01M +$1.14M +58,278 +20%
Federated Hermes
22
Federated Hermes
Pennsylvania
$5.89M -$59.8K -3,071 -0.9%
NSAM
23
North Star Asset Management
Wisconsin
$5.63M -$2.26M -116,023 -26%
ECP
24
Elk Creek Partners
Colorado
$5.16M +$241K +12,349 +4%
Lazard Asset Management
25
Lazard Asset Management
New York
$5.11M +$444K +22,803 +8%

ECHO Hedge Fund Activity: Q1 2020 in Review

143 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q1 2020, worth a combined $445M — down 19% from $546M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ECHO positions and 12 closed out — a net gain of 3 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $10.7M. The largest seller was Aberdeen Group, cutting an estimated $13.4M.

  • 143 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q1 2020, up from 142 in Q4 2019.
  • Funds reported $445M of Echo Global Logistics, Inc. stock for Q1 2020, down 19% quarter-over-quarter.
  • 15 funds opened new Echo Global Logistics, Inc. positions in Q1 2020 and 12 closed out, a net change of +3 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q1 2020 was Scopus Asset Management, an estimated $10.7M added.
  • The largest Echo Global Logistics, Inc. seller in Q1 2020 was Aberdeen Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2020.