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ECHO

EchoStar

174 hedge funds and large institutions have $733M invested in EchoStar in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

48% more capital invested

Capital invested by funds: $497M → $733M (+$237M)

40.29% more ownership

Funds ownership: 82.04%122.34% (+40%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

5% more funds holding

Funds holding: 165174 (+9)

44% less call options, than puts

Call options by funds: $51.8M | Put options by funds: $93M

Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
51
Increased
68
Reduced
34
Closed
41
Calls
$51.8M
Puts
$93M
Net Calls
-$41.1M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8K -$979 -76 -13%
RFG
152
RFP Financial Group
Georgia
$7.54K
Osaic Holdings
153
Osaic Holdings
Arizona
$6.41K -$30.1K -2,340 -86%
TFIPS
154
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.8K +$4.51K +350 New
LC
155
Lindbrook Capital
California
$5.22K +$2.83K +220 +232%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$4.8K +$3.71K +288 New
GWSG
157
GPS Wealth Strategies Group
Colorado
$3.73K
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$2.93K +$2.05K +159 +568%
SWM
159
Spire Wealth Management
Virginia
$2.85K +$2.38K +185 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$2.78K -$799 -62 -27%
UBS Group
161
UBS Group
Switzerland
$2.5K -$2.68M -208,431 -100%
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.26K
TAM
163
Tucker Asset Management
Colorado
$1.24K
SWA
164
SOA Wealth Advisors
New York
$663
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$663 +$155 +12 +43%
CAM
166
Chesapeake Asset Management
New York
$662
VCM
167
Versant Capital Management
Arizona
$497 +$386 +30 New
QC
168
Quent Capital
New York
$431
PA
169
Parallel Advisors
California
$348 -$3.89K -302 -93%
AF
170
Allworth Financial
California
$332 -$9.65K -749 -97%
WT
171
Whittier Trust
California
$247
FFA
172
Farther Finance Advisors
California
$182 +$142 +11 New
SVCP
173
Silicon Valley Capital Partners
California
$116
TCOV
174
Trust Company of Vermont
Vermont
$83
BCM
175
Beryl Capital Management
California
-$36.1M -2,154,611 Closed

ECHO Hedge Fund Activity: Q4 2023 in Review

174 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2023, worth a combined $733M — up 48% from $497M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ECHO positions and 41 closed out — a net gain of 10 holders — while 68 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $38.9M. The largest seller was Beryl Capital Management, exiting entirely with an estimated $36.1M sold.

  • 174 institutional investors held EchoStar (ECHO) as of Q4 2023, up from 165 in Q3 2023.
  • Funds reported $733M of EchoStar stock for Q4 2023, up 48% quarter-over-quarter.
  • 51 funds opened new EchoStar positions in Q4 2023 and 41 closed out, a net change of +10 holders.
  • The largest EchoStar buyer in Q4 2023 was BlackRock, an estimated $38.9M added.
  • The largest EchoStar seller in Q4 2023 was Beryl Capital Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q4 2023.