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ECHO

EchoStar

178 hedge funds and large institutions have $1.44B invested in EchoStar in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.9% less ownership

Funds ownership: 92.55%89.65% (-2.9%)

6% less funds holding

Funds holding: 190178 (-12)

20% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 41

25% less call options, than puts

Call options by funds: $3.71M | Put options by funds: $4.94M

28% less capital invested

Capital invested by funds: $2B → $1.44B (-$565M)

Holders
178
Holders Change
-12
Holders Change %
-6.32%
% of All Funds
3.92%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
33
Increased
62
Reduced
53
Closed
41
Calls
$3.71M
Puts
$4.94M
Net Calls
-$1.23M
Net Calls Change
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$10.6M +$1.48M +39,508 +13%
Northern Trust
27
Northern Trust
Illinois
$9.94M +$656K +17,524 +6%
AQR Capital Management
28
AQR Capital Management
Connecticut
$9.42M +$3.63M +96,926 +49%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$9.35M -$138K -3,699 -1%
CC
30
Clearline Capital
New York
$9.13M -$1.06M -28,212 -9%
CC
31
Carlson Capital
Texas
$8.83M +$10.3M +276,300 New
N
32
Nuveen
North Carolina
$8.11M -$263K -7,019 -3%
RCM
33
Red Cedar Management
Utah
$8.06M +$1.93M +51,500 +26%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$7.58M +$4.16M +111,180 +79%
HKAM
35
Horizon Kinetics Asset Management
New York
$6.83M -$1.02M -27,247 -11%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$6.21M -$175K -4,690 -2%
Allianz Asset Management
37
Allianz Asset Management
Germany
$5.7M +$1.98M +52,782 +42%
First Trust Advisors
38
First Trust Advisors
Illinois
$5.58M -$15.5M -413,155 -70%
CCM
39
Channing Capital Management
Illinois
$5.52M +$248K +6,621 +4%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$5.23M -$1.3M -34,859 -18%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$5.22M +$2.23M +59,711 +58%
WSL
42
Western Standard LLC
California
$5.01M +$5.87M +156,800 New
Citadel Advisors
43
Citadel Advisors
Florida
$4.64M +$5.43M +145,033 New
Deutsche Bank
44
Deutsche Bank
Germany
$4.17M +$4.07M +108,880 +501%
GAM
45
Gotham Asset Management
New York
$4.17M -$474K -12,677 -9%
Legal & General Group
46
Legal & General Group
United Kingdom
$3.97M +$2.59M +69,268 +126%
Wells Fargo
47
Wells Fargo
California
$3.7M +$369K +9,868 +9%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.54M -$59.9K -1,600 -1%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$3.17M -$168K -4,497 -4%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$3.17M -$2.29M -61,186 -38%

ECHO Hedge Fund Activity: Q1 2020 in Review

178 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q1 2020, worth a combined $1.44B — down 28% from $2B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ECHO and 33 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 62 added.

The largest buyer was Bank of America, adding an estimated $34.2M. The largest seller was Putnam Investments, cutting an estimated $46.5M.

  • 178 institutional investors held EchoStar (ECHO) as of Q1 2020, down from 190 in Q4 2019.
  • Funds reported $1.44B of EchoStar stock for Q1 2020, down 28% quarter-over-quarter.
  • 33 funds opened new EchoStar positions in Q1 2020 and 41 closed out, a net change of -8 holders.
  • The largest EchoStar buyer in Q1 2020 was Bank of America, an estimated $34.2M added.
  • The largest EchoStar seller in Q1 2020 was Putnam Investments, an estimated $46.5M sold.

Based on aggregated 13F filings for Q1 2020.