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ECHO

EchoStar

197 hedge funds and large institutions have $1.66B invested in EchoStar in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $1.2M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

3.18% less ownership

Funds ownership: 118.07%114.9% (-3.2%)

6% less funds holding

Funds holding: 210197 (-13)

23% less capital invested

Capital invested by funds: $2.15B → $1.66B (-$490M)

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

Holders
197
Holders Change
-13
Holders Change %
-6.19%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
31
Increased
70
Reduced
58
Closed
43
Calls
$5.02M
Puts
$1.2M
Net Calls
+$3.82M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$4K -$5.9K -179 -54%
APA
177
American Portfolios Advisors
New York
$3.19K
BFC
178
Bedel Financial Consulting
Indiana
$3K
PA
179
Parallel Advisors
California
$3K
MIM
180
MetLife Investment Management
New Jersey
$2.39K
ACS
181
Archford Capital Strategies
Illinois
$2K
FPFS
182
First Personal Financial Services
North Carolina
$2K
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$2K +$2.08K +63 +1,050%
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$1K -$791 -24 -37%
BWM
185
Baystate Wealth Management
Massachusetts
$1K
LWCFA
186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
QI
187
QS Investors
New York
$1K
SFSIG
188
San Francisco Sentry Investment Group
California
$1K
WT
189
Whittier Trust
California
$1K
PWMG
190
Prestige Wealth Management Group
New Jersey
$1K +$890 +27 New
NFG
191
Next Financial Group
Texas
$1K +$1.62K +49 New
AAMU
192
Amundi Asset Management US
Massachusetts
$169 +$187K +5,676 New
RCMNY
193
Rubric Capital Management (New York)
New York
-$14.4M -382,540 Closed
GAM
194
Goldentree Asset Management
New York
-$10M -266,281 Closed
GCP
195
GSA Capital Partners
United Kingdom
-$3.43M -91,342 Closed
SC
196
Skylands Capital
Wisconsin
-$2.68M -71,202 Closed
CWM
197
CIBC World Markets
New York
-$2.01M -53,432 Closed
GIA
198
Gargoyle Investment Advisor
New Jersey
-$1.66M -44,159 Closed
Wellington Management Group
199
Wellington Management Group
Massachusetts
-$1.36M -36,285 Closed
DTL
200
Dynamic Technology Lab
Singapore
-$1.28M -33,992 Closed

ECHO Hedge Fund Activity: Q4 2018 in Review

197 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2018, worth a combined $1.66B — down 23% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ECHO and 31 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 70 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $158M. The largest seller was Putnam Investments, cutting an estimated $309M.

  • 197 institutional investors held EchoStar (ECHO) as of Q4 2018, down from 210 in Q3 2018.
  • Funds reported $1.66B of EchoStar stock for Q4 2018, down 23% quarter-over-quarter.
  • 31 funds opened new EchoStar positions in Q4 2018 and 43 closed out, a net change of -12 holders.
  • The largest EchoStar buyer in Q4 2018 was EdgePoint Investment Group, an estimated $158M added.
  • The largest EchoStar seller in Q4 2018 was Putnam Investments, an estimated $309M sold.

Based on aggregated 13F filings for Q4 2018.