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ECHO

EchoStar
ECHO

196 hedge funds and large institutions have $943M invested in EchoStar in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $8M | Put options by funds: $6.82M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $965M → $943M (-$21.8M)

2.57% less ownership

Funds ownership: 92.16% → 89.59% (-2.6%)

3% less funds holding

Funds holding: 203 → 196 (-7)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

Holders
196
Holders Change
-7
Holders Change %
-3.45%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
52
Reduced
79
Closed
29
Calls
$8M
Puts
$6.82M
Net Calls
+$1.18M
Net Calls Change
-$4.55M

Top Buyers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
+$11.5M
2
Millennium Management
Millennium Management
New York
+$7.45M
3
NM
Newtyn Management
New York
+$7.4M
4
N
Nuveen
North Carolina
+$7.18M
5
Morgan Stanley
Morgan Stanley
New York
+$6.33M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$15.1M
2
MWNA
Marshall Wace North America
New York
-$12.5M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$10.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.81M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$8.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
176
Baron Financial Group
New Jersey
$2.68K – – –
BU
177
BBVA USA
Alabama
$2K – – –
BFC
178
Bedel Financial Consulting
Indiana
$2K – – –
MAM
179
Meeder Asset Management
Ohio
$2K – – –
FHA
180
First Horizon Advisors
Tennessee
$2K +$1.95K +79 New
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$2K +$2.22K +90 New
US Bancorp
182
US Bancorp
Minnesota
$1K -$4.29K -174 -76%
BWM
183
Baystate Wealth Management
Massachusetts
$1K – – –
HI
184
Harbour Investments
Wisconsin
$1K – – –
JWM
185
Janiczek Wealth Management
Colorado
$1K – – –
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
SWA
187
SOA Wealth Advisors
New York
$1K – – –
WT
188
Whittier Trust
California
$1K – – –
QCG
189
Quadrant Capital Group
Ohio
$1K +$617 +25 +357%
BIA
190
Bell Investment Advisors
California
$1K +$715 +29 New
APA
191
American Portfolios Advisors
New York
$383 – – –
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$168 – – –
Jacobs Levy Equity Management
193
Jacobs Levy Equity Management
New Jersey
– -$10.2M -419,835 Closed
JGC
194
J. Goldman & Co
New York
– -$4.65M -191,397 Closed
MA
195
Montag & Associates
Georgia
– -$2.89M -119,116 Closed
LOAMU
196
Lombard Odier Asset Management (USA)
New York
– -$2.55M -105,000 Closed
RA
197
Raffles Associates
New York
– -$2.43M -100,000 Closed
KHCM
198
Kettle Hill Capital Management
New York
– -$2.14M -88,207 Closed
TAM
199
Tabor Asset Management
New York
– -$1.66M -68,479 Closed
BC
200
Brookfield Corp
Ontario, Canada
– -$1.51M -62,032 Closed
5 6 7
8
9

ECHO Hedge Fund Activity: Q3 2021 in Review

196 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q3 2021, worth a combined $943M — down 2.3% from $965M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ECHO and 25 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 52 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $11.5M. The largest seller was AQR Capital Management, cutting an estimated $15.1M.

  • 196 institutional investors held EchoStar (ECHO) as of Q3 2021, down from 203 in Q2 2021.
  • Funds reported $943M of EchoStar stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 25 funds opened new EchoStar positions in Q3 2021 and 29 closed out, a net change of -4 holders.
  • The largest EchoStar buyer in Q3 2021 was Epoch Investment Partners, an estimated $11.5M added.
  • The largest EchoStar seller in Q3 2021 was AQR Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2021.