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ECHO

EchoStar

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: 22 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 184183 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
NewEdge Advisors
Louisiana
-$6.54K -392 Closed
TC
202
Tacita Capital
Ontario, Canada
-$3K -150 Closed
RP
203
Repertoire Partners
New York
-$1.67K -100 Closed
S
204
SignatureFD
Georgia
-$701 -42 Closed
IRC
205
Investors Research Corp
Georgia
-$284 -17 Closed
BTI
206
Blue Trust Inc
Georgia
-$201 -11 -41%

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.