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ECHO

EchoStar

182 hedge funds and large institutions have $2.48B invested in EchoStar in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $630K

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

3% more funds holding

Funds holding: 177182 (+5)

1.23% less ownership

Funds ownership: 112.57%111.34% (-1.2%)

6% less capital invested

Capital invested by funds: $2.65B → $2.48B (-$171M)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
26
Increased
54
Reduced
61
Closed
20
Calls
$3.15M
Puts
$630K
Net Calls
+$2.52M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
Reilly Financial Advisors
California
$29K
SWA
152
Sutton Wealth Advisors
Florida
$24.2K
NSIM
153
North Star Investment Management
Illinois
$24K
SIAS
154
Shine Investment Advisory Services
Colorado
$23K
TG
155
TLP Group
Illinois
$20K +$20.8K +437 New
CPIG
156
Chicago Partners Investment Group
Illinois
$16K +$16.1K +338 New
IA
157
IFP Advisors
Florida
$15K +$2K +42 +14%
ST
158
Spot Trading
Illinois
$12K -$73K -1,532 -86%
TDC
159
Thompson Davis & Co
Virginia
$12K -$1.43K -30 -10%
OIA
160
OneDigital Investment Advisors
Kansas
$11K
CG
161
Cutler Group
California
$10K -$381 -8 -3%
HR
162
Howe & Rusling
New York
$9K
TCM
163
Tradewinds Capital Management
Washington
$9K
WT
164
Whittier Trust
California
$9K
AIL
165
AGF Investments LLC
Ontario, Canada
$9K +$9.39K +197 New
ASN
166
Advisory Services Network
Georgia
$7K +$7.72K +162 New
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$6K
VFA
168
Valeo Financial Advisors
Indiana
$6K +$6.44K +135 New
PA
169
Parallel Advisors
California
$5K -$95 -2 -2%
PHK
170
Point72 Hong Kong
Hong Kong
$3K +$3.05K +64 New
TWA
171
TCI Wealth Advisors
Arizona
$2K
PCP
172
Proficio Capital Partners
Massachusetts
$1K -$1.29K -27 -61%
BWM
173
Baystate Wealth Management
Massachusetts
$1K
CFA
174
Carroll Financial Associates
North Carolina
$1K
GWM
175
Geneos Wealth Management
Colorado
$1K

ECHO Hedge Fund Activity: Q3 2017 in Review

182 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q3 2017, worth a combined $2.48B — down 6.5% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ECHO positions and 20 closed out — a net gain of 6 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was Thornburg Investment Management, adding an estimated $20.6M. The largest seller was Harvest Capital Strategies, cutting an estimated $21.1M.

  • 182 institutional investors held EchoStar (ECHO) as of Q3 2017, up from 177 in Q2 2017.
  • Funds reported $2.48B of EchoStar stock for Q3 2017, down 6.5% quarter-over-quarter.
  • 26 funds opened new EchoStar positions in Q3 2017 and 20 closed out, a net change of +6 holders.
  • The largest EchoStar buyer in Q3 2017 was Thornburg Investment Management, an estimated $20.6M added.
  • The largest EchoStar seller in Q3 2017 was Harvest Capital Strategies, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2017.