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ECHO

EchoStar
ECHO

183 hedge funds and large institutions have $589M invested in EchoStar in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $505M → $589M (+$83.5M)

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 184 → 183 (-1)

1.17% less ownership

Funds ownership: 91.66% → 90.48% (-1.2%)

30% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.65M

Holders
183
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
64
Reduced
57
Closed
23
Calls
$1.16M
Puts
$1.65M
Net Calls
-$489K
Net Calls Change
-$31K

Top Buyers

Rank Fund Capital Flow
1
QCI
Quaker Capital Investments
Pennsylvania
+$8.67M
2
Morgan Stanley
Morgan Stanley
New York
+$6.99M
3
BlackRock
BlackRock
New York
+$4.83M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.32M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$4.25M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$11.3M
2
Millennium Management
Millennium Management
New York
-$10.2M
3
Goldman Sachs
Goldman Sachs
New York
-$5.94M
4
Norges Bank
Norges Bank
Norway
-$4.75M
5
FWC
First Washington Corp
Washington
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
151
Advisory Services Network
Georgia
$9.14K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$6.67K +$1.98K +108 +42%
PA
153
Parallel Advisors
California
$6.29K – – –
LC
154
Lindbrook Capital
California
$5.96K +$5.62K +307 +1,616%
CWA
155
Carolina Wealth Advisors
South Carolina
$4.15K -$373K -20,391 -99%
GWSG
156
GPS Wealth Strategies Group
Colorado
$4.12K +$4.12K +225 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.1K – – –
FHA
158
First Horizon Advisors
Tennessee
$2.87K +$824 +45 +40%
LF
159
Lee Financial
Texas
$2.54K +$1.65K +90 +184%
First Manhattan
160
First Manhattan
New York
$1.83K +$1.83K +100 New
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K – – –
TAM
162
Tucker Asset Management
Colorado
$1.37K – – –
ONST
163
Old North State Trust
North Carolina
$1K – – –
Simplex Trading
164
Simplex Trading
Illinois
$1K +$1.72K +94 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$750 +$146 +8 +24%
SWA
166
SOA Wealth Advisors
New York
$732 – – –
CAM
167
Chesapeake Asset Management
New York
$731 +$732 +40 New
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$604 – – –
JWM
169
Janiczek Wealth Management
Colorado
$560 – – –
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$512 – – –
QC
171
Quent Capital
New York
$476 – – –
TWA
172
TCI Wealth Advisors
Arizona
$403 – – –
SC
173
Schubert & Co
Texas
$403 +$37 +2 +10%
EARNEST Partners
174
EARNEST Partners
Georgia
$329 – – –
WT
175
Whittier Trust
California
$273 – – –
5 6
7
8 9

ECHO Hedge Fund Activity: Q1 2023 in Review

183 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q1 2023, worth a combined $589M — up 17% from $505M a quarter earlier.

Fund positioning in ECHO was balanced in Q1 2023: 23 funds opened new positions, 23 closed out, 64 added to existing stakes and 57 trimmed.

The largest buyer was Quaker Capital Investments, adding an estimated $8.67M. The largest seller was Brown Advisory, cutting an estimated $11.3M.

  • 183 institutional investors held EchoStar (ECHO) as of Q1 2023, down from 184 in Q4 2022.
  • Funds reported $589M of EchoStar stock for Q1 2023, up 17% quarter-over-quarter.
  • 23 funds opened new EchoStar positions in Q1 2023 and 23 closed out, a net change of 0 holders.
  • The largest EchoStar buyer in Q1 2023 was Quaker Capital Investments, an estimated $8.67M added.
  • The largest EchoStar seller in Q1 2023 was Brown Advisory, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.