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ECHO

EchoStar
ECHO

268 hedge funds and large institutions have $1.62B invested in EchoStar in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 95 increasing their positions, 27 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 27

224% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 42

121% more capital invested

Capital invested by funds: $733M → $1.62B (+$887M)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

54% more funds holding

Funds holding: 174 → 268 (+94)

41.22% less ownership

Funds ownership: 122.34% → 81.11% (-41%)

62% less call options, than puts

Call options by funds: $73M | Put options by funds: $191M

Holders
268
Holders Change
+94
Holders Change %
+54.02%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
136
Increased
95
Reduced
27
Closed
42
Calls
$73M
Puts
$191M
Net Calls
-$118M
Net Calls Change
-$77.3M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$190M
2
BlackRock
BlackRock
New York
+$175M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$135M
4
RCM
Redwood Capital Management
New York
+$62.3M
5
State Street
State Street
Massachusetts
+$43.2M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$31M
2
CCM
Carronade Capital Management
Connecticut
-$8.29M
3
Millennium Management
Millennium Management
New York
-$8.04M
4
Bank of America
Bank of America
North Carolina
-$5.52M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
251
Private Trust Company
Ohio
$271 +$265 +19 New
CA
252
Clearstead Advisors
Ohio
$270 +$237 +17 New
WTC
253
WhitTier Trust Company
Nevada
$270 +$265 +19 New
AWM
254
Abound Wealth Management
Tennessee
$228 +$223 +16 New
TCOV
255
Trust Company of Vermont
Vermont
$200 +$125 +9 +180%
SIC
256
SJS Investment Consulting
Ohio
$200 +$195 +14 New
PFBT
257
Parkside Financial Bank & Trust
Missouri
$186 +$181 +13 New
ECM
258
Everence Capital Management
Indiana
$172 +$169K +12,105 New
NA
259
NewEdge Advisors
Louisiana
$171 +$167 +12 New
AWM
260
Avior Wealth Management
Nebraska
$156 +$153 +11 New
FFA
261
Farther Finance Advisors
California
$154 – – –
DF
262
Dunhill Financial
United Kingdom
$146 +$139 +10 New
RIL
263
Rothschild Investment LLC
Illinois
$143 +$139 +10 New
DPW
264
DiNuzzo Private Wealth
Pennsylvania
$114 +$112 +8 New
N
265
Natixis
France
$114 +$112 +8 New
CIA
266
Cape Investment Advisory
Georgia
$29 +$28 +2 New
WWM
267
Wolff Wiese Magana
California
$15 +$14 +1 New
DMBA
268
Deseret Mutual Benefit Administrators
Utah
$8 +$14 +1 New
Renaissance Technologies
269
Renaissance Technologies
New York
– -$31M -1,871,804 Closed
CCM
270
Carronade Capital Management
Connecticut
– -$8.29M -500,000 Closed
Jacobs Levy Equity Management
271
Jacobs Levy Equity Management
New Jersey
– -$5.34M -322,523 Closed
Marshall Wace
272
Marshall Wace
United Kingdom
– -$5.34M -322,440 Closed
MF
273
Magnetar Financial
Illinois
– -$4.25M -256,443 Closed
CS
274
Candriam SCA
Luxembourg
– -$4.04M -244,005 Closed
PSAMP
275
P. Schoenfeld Asset Management (PSAM)
New York
– -$3.78M -228,263 Closed
9 10
11
12 13

ECHO Hedge Fund Activity: Q1 2024 in Review

268 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q1 2024, worth a combined $1.62B — up 121% from $733M a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ECHO positions and 42 closed out — a net gain of 94 holders — while 95 added to existing stakes and 27 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $190M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $31M sold.

  • 268 institutional investors held EchoStar (ECHO) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $1.62B of EchoStar stock for Q1 2024, up 121% quarter-over-quarter.
  • 136 funds opened new EchoStar positions in Q1 2024 and 42 closed out, a net change of +94 holders.
  • The largest EchoStar buyer in Q1 2024 was Dodge & Cox, an estimated $190M added.
  • The largest EchoStar seller in Q1 2024 was Renaissance Technologies, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2024.