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ECHO

EchoStar

184 hedge funds and large institutions have $505M invested in EchoStar in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 91.4%91.66% (+0.26%)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

3% less funds holding

Funds holding: 189184 (-5)

5% less capital invested

Capital invested by funds: $534M → $505M (-$28.8M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

23% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $2M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
184
Holders Change
-5
Holders Change %
-2.65%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
61
Reduced
66
Closed
18
Calls
$1.54M
Puts
$2M
Net Calls
-$458K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$136K
C
127
Covestor
United Kingdom
$129K +$44.1K +2,542 +49%
Wells Fargo
128
Wells Fargo
California
$114K -$12.5K -724 -10%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$111K
HWMA
130
Heritage Wealth Management (Arizona)
Arizona
$93.4K +$48.5K +2,800 +100%
Federated Hermes
131
Federated Hermes
Pennsylvania
$86.5K +$40.8K +2,356 +83%
SPIA
132
Steward Partners Investment Advisory
New York
$85.1K -$1.73K -100 -2%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$84.6K
UBS Group
134
UBS Group
Switzerland
$84.3K +$51K +2,942 +139%
LSV Asset Management
135
LSV Asset Management
Illinois
$82K
AB
136
Amalgamated Bank
New York
$76K
AIP
137
Ameritas Investment Partners
Nebraska
$51.8K
Dimensional Fund Advisors
138
Dimensional Fund Advisors
Texas
$36.4K +$1.62M +93,574 +4%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$35.6K
Osaic Holdings
140
Osaic Holdings
Arizona
$34.3K +$312 +18 +0.9%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$27K -$54.8K -3,161 -66%
QT
142
Quantbot Technologies
New York
$22.2K -$226K -13,060 -91%
AF
143
Allworth Financial
California
$12.5K -$433 -25 -3%
PMEF
144
Point72 Middle East FZE
United Arab Emirates
$12K +$12.4K +718 New
Nomura Asset Management
145
Nomura Asset Management
Japan
$11K
LSA
146
Leonteq Securities AG
Switzerland
$10.1K -$451 -26 -4%
TRCT
147
Tower Research Capital (TRC)
New York
$10K -$399K -22,992 -97%
DFCM
148
Dark Forest Capital Management
Puerto Rico
$9.91K +$5.41K +312 +111%
ASN
149
Advisory Services Network
Georgia
$8.34K +$8.67K +500 New
Group One Trading
150
Group One Trading
Illinois
$8.24K

ECHO Hedge Fund Activity: Q4 2022 in Review

184 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2022, worth a combined $505M — down 5.4% from $534M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ECHO and 15 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 61 added.

The largest buyer was Goldman Sachs, adding an estimated $7.68M. The largest seller was Epoch Investment Partners, cutting an estimated $9.41M.

  • 184 institutional investors held EchoStar (ECHO) as of Q4 2022, down from 189 in Q3 2022.
  • Funds reported $505M of EchoStar stock for Q4 2022, down 5.4% quarter-over-quarter.
  • 15 funds opened new EchoStar positions in Q4 2022 and 18 closed out, a net change of -3 holders.
  • The largest EchoStar buyer in Q4 2022 was Goldman Sachs, an estimated $7.68M added.
  • The largest EchoStar seller in Q4 2022 was Epoch Investment Partners, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2022.