We are live on ! Find out more
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
RFG
151
RFP Financial Group
Georgia
$7.59K +$7.89K +455 New
QCG
152
Quadrant Capital Group
Ohio
$7.07K +$6.29K +363 +595%
NA
153
NewEdge Advisors
Louisiana
$6.54K +$6.79K +392 New
PA
154
Parallel Advisors
California
$5.74K +$2.76K +159 +86%
US Bancorp
155
US Bancorp
Minnesota
$4.34K -$763 -44 -14%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$4.29K -$4.97K -287 -53%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.74K
TC
158
Tacita Capital
Ontario, Canada
$3K
FHA
159
First Horizon Advisors
Tennessee
$1.87K
RP
160
Repertoire Partners
New York
$1.67K
TAM
161
Tucker Asset Management
Colorado
$1.26K
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.25K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$1K
ONST
164
Old North State Trust
North Carolina
$1K +$867 +50 New
LF
165
Lee Financial
Texas
$817 -$971 -56 -53%
S
166
SignatureFD
Georgia
$701 +$728 +42 New
SWA
167
SOA Wealth Advisors
New York
$667
JWM
168
Janiczek Wealth Management
Colorado
$566
JWA
169
JFS Wealth Advisors
Pennsylvania
$550 +$35 +2 +6%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$467
QC
171
Quent Capital
New York
$434 -$4.3K -248 -91%
TWA
172
TCI Wealth Advisors
Arizona
$367 -$3.69K -213 -91%
SC
173
Schubert & Co
Texas
$334 +$17 +1 +5%
LC
174
Lindbrook Capital
California
$317 -$2.79K -161 -89%
EARNEST Partners
175
EARNEST Partners
Georgia
$300

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.