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ECHO

EchoStar

174 hedge funds and large institutions have $733M invested in EchoStar in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

48% more capital invested

Capital invested by funds: $497M → $733M (+$237M)

40.29% more ownership

Funds ownership: 82.04%122.34% (+40%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

5% more funds holding

Funds holding: 165174 (+9)

44% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $93M

Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
68
Reduced
34
Closed
41
Calls
$51.8M
Puts
$93M
Net Calls
-$41.1M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$5.95M +$4.5M +348,984 +2,836%
LP
27
LMR Partners
United Kingdom
$5.94M +$3.11M +241,498 +206%
Northern Trust
28
Northern Trust
Illinois
$5.72M +$503K +39,058 +13%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$5.34M +$4.15M +322,523 New
Marshall Wace
30
Marshall Wace
United Kingdom
$5.34M +$752K +58,342 +22%
TSW
31
Thompson Siegel & Walmsley
Virginia
$4.91M -$5.18M -402,145 -58%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$4.71M +$1.08M +84,158 +42%
LFCM
33
Long Focus Capital Management
Puerto Rico
$4.5M
EF
34
Empowered Funds
Pennsylvania
$4.36M +$326K +25,323 +11%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$4.32M +$1.97M +152,918 +142%
MF
36
Magnetar Financial
Illinois
$4.25M +$11.6K +899 +0.4%
CS
37
Candriam SCA
Luxembourg
$4.04M +$3.14M +244,005 New
PSAMP
38
P. Schoenfeld Asset Management (PSAM)
New York
$3.78M +$2.94M +228,263 New
PCM
39
Penserra Capital Management
California
$3.77M +$1.48M +115,179 +103%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$3.55M +$636K +49,342 +30%
Goldman Sachs
41
Goldman Sachs
New York
$3.53M +$346K +26,859 +14%
Barclays
42
Barclays
United Kingdom
$3.51M +$2.05M +159,307 +304%
QOP
43
Quinn Opportunity Partners
Virginia
$2.81M +$2.18M +169,507 New
MS
44
Maven Securities
Jersey
$2.78M +$2.16M +167,537 New
Two Sigma Investments
45
Two Sigma Investments
New York
$2.27M -$831K -64,476 -32%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.07M +$1.06M +82,607 +195%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$2.05M +$283K +21,974 +22%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.8M +$644K +49,978 +85%
Ameriprise
49
Ameriprise
Minnesota
$1.78M +$1.25M +96,822 +896%
Jane Street
50
Jane Street
New York
$1.78M +$981K +76,123 +242%

ECHO Hedge Fund Activity: Q4 2023 in Review

174 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2023, worth a combined $733M — up 48% from $497M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ECHO positions and 41 closed out — a net gain of 10 holders — while 68 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $38.9M. The largest seller was Beryl Capital Management, exiting entirely with an estimated $36.1M sold.

  • 174 institutional investors held EchoStar (ECHO) as of Q4 2023, up from 165 in Q3 2023.
  • Funds reported $733M of EchoStar stock for Q4 2023, up 48% quarter-over-quarter.
  • 51 funds opened new EchoStar positions in Q4 2023 and 41 closed out, a net change of +10 holders.
  • The largest EchoStar buyer in Q4 2023 was BlackRock, an estimated $38.9M added.
  • The largest EchoStar seller in Q4 2023 was Beryl Capital Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q4 2023.