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ECHO

EchoStar

212 hedge funds and large institutions have $2.07B invested in EchoStar in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

3.89% more ownership

Funds ownership: 114.73%118.62% (+3.9%)

1% more funds holding

Funds holding: 209212 (+3)

12% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $3.53M

13% less capital invested

Capital invested by funds: $2.36B → $2.07B (-$299M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
212
Holders Change
+3
Holders Change %
+1.44%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
77
Reduced
57
Closed
26
Calls
$3.1M
Puts
$3.53M
Net Calls
-$433K
Net Calls Change
+$734K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$12K
IA
177
IFP Advisors
Florida
$12K
RCAG
178
Rehmann Capital Advisory Group
Michigan
$9.15K +$898 +22 +9%
OIA
179
OneDigital Investment Advisors
Kansas
$9K
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$8K +$9.06K +222 New
HR
181
Howe & Rusling
New York
$7K
TCM
182
Tradewinds Capital Management
Washington
$7K
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$6K
S
184
SignatureFD
Georgia
$6K
LWA
185
Lenox Wealth Advisors
New York
$5K -$1.75K -43 -24%
VFA
186
Valeo Financial Advisors
Indiana
$5K
SPIA
187
Steward Partners Investment Advisory
New York
$5K +$5.59K +137 New
BFC
188
Bedel Financial Consulting
Indiana
$4K
WWMSC
189
Wagner Wealth Management (South Carolina)
South Carolina
$4K
ACS
190
Archford Capital Strategies
Illinois
$3K
PA
191
Parallel Advisors
California
$3K
PHK
192
Point72 Hong Kong
Hong Kong
$2K -$55.8K -1,367 -95%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$2K -$19.3K -472 -88%
FPFS
194
First Personal Financial Services
North Carolina
$2K
TWA
195
TCI Wealth Advisors
Arizona
$2K
TL
196
TrueWealth LLC
Georgia
$2K
BWM
197
Baystate Wealth Management
Massachusetts
$1K
PCG
198
Private Capital Group
Connecticut
$1K
QI
199
QS Investors
New York
$1K
SFSIG
200
San Francisco Sentry Investment Group
California
$1K

ECHO Hedge Fund Activity: Q2 2018 in Review

212 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q2 2018, worth a combined $2.07B — down 13% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ECHO positions and 26 closed out — a net gain of 4 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $43.5M. The largest seller was Glenhill Advisors, exiting entirely with an estimated $52.9M sold.

  • 212 institutional investors held EchoStar (ECHO) as of Q2 2018, up from 209 in Q1 2018.
  • Funds reported $2.07B of EchoStar stock for Q2 2018, down 13% quarter-over-quarter.
  • 30 funds opened new EchoStar positions in Q2 2018 and 26 closed out, a net change of +4 holders.
  • The largest EchoStar buyer in Q2 2018 was First Trust Advisors, an estimated $43.5M added.
  • The largest EchoStar seller in Q2 2018 was Glenhill Advisors, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2018.