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ECHO

EchoStar

196 hedge funds and large institutions have $943M invested in EchoStar in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $8M | Put options by funds: $6.82M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $965M → $943M (-$21.8M)

2.57% less ownership

Funds ownership: 92.16%89.59% (-2.6%)

3% less funds holding

Funds holding: 203196 (-7)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
52
Reduced
79
Closed
29
Calls
$8M
Puts
$6.82M
Net Calls
+$1.18M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
151
Heritage Wealth Management (Arizona)
Arizona
$71K
Canada Life
152
Canada Life
Manitoba, Canada
$62K
Osaic Holdings
153
Osaic Holdings
Arizona
$55K -$6.29K -255 -10%
KBC Group
154
KBC Group
Belgium
$51K -$48.9K -1,982 -50%
Federated Hermes
155
Federated Hermes
Pennsylvania
$27K +$26.2K +1,061 New
BCA
156
Berman Capital Advisors
Georgia
$27K +$26.8K +1,088 New
Lazard Asset Management
157
Lazard Asset Management
New York
$25K -$249K -10,103 -91%
LSA
158
Leonteq Securities AG
Switzerland
$15.4K +$4.34K +176 +41%
WTC
159
WhitTier Trust Company
Nevada
$15K
PHK
160
Point72 Hong Kong
Hong Kong
$14K -$18.4K -746 -57%
GWM
161
Geneos Wealth Management
Colorado
$13K
RFA
162
Reilly Financial Advisors
California
$13K
SWA
163
Sutton Wealth Advisors
Florida
$10.8K
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$10K -$4.86K -197 -33%
GWSG
165
GPS Wealth Strategies Group
Colorado
$10K
CG
166
Cutler Group
California
$8K -$11.6K -469 -59%
SPWG
167
Sage Private Wealth Group
Illinois
$8K
S
168
SignatureFD
Georgia
$6K +$419 +17 +7%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.71K
TWA
170
TCI Wealth Advisors
Arizona
$5K -$1.63K -66 -27%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$4K
TCM
172
Tradewinds Capital Management
Washington
$4K
PA
173
Parallel Advisors
California
$4K +$3.31K +134 +479%
HI
174
Hudock Inc
Pennsylvania
$4K +$3.92K +159 New
ED
175
Exane Derivatives
France
$2.86K -$838K -33,950 -100%

ECHO Hedge Fund Activity: Q3 2021 in Review

196 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q3 2021, worth a combined $943M — down 2.3% from $965M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ECHO and 25 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 52 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $11.5M. The largest seller was AQR Capital Management, cutting an estimated $15.1M.

  • 196 institutional investors held EchoStar (ECHO) as of Q3 2021, down from 203 in Q2 2021.
  • Funds reported $943M of EchoStar stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 25 funds opened new EchoStar positions in Q3 2021 and 29 closed out, a net change of -4 holders.
  • The largest EchoStar buyer in Q3 2021 was Epoch Investment Partners, an estimated $11.5M added.
  • The largest EchoStar seller in Q3 2021 was AQR Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2021.