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ECHO

EchoStar

182 hedge funds and large institutions have $1.96B invested in EchoStar in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

20% more capital invested

Capital invested by funds: $1.62B → $1.96B (+$333M)

7% more funds holding

Funds holding: 170182 (+12)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

46% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $2.41M

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
26
Increased
63
Reduced
66
Closed
14
Calls
$1.3M
Puts
$2.41M
Net Calls
-$1.12M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1
Putnam Investments
Massachusetts
$437M +$19.9M +507,931 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$4.72M +120,715 +5%
KCM
3
Kensico Capital Management
Connecticut
$103M
Principal Financial Group
4
Principal Financial Group
Iowa
$93.2M -$1.18M -30,267 -1%
HK
5
Horizon Kinetics
New York
$79.7M -$3.89M -99,627 -5%
Renaissance Technologies
6
Renaissance Technologies
New York
$68.7M +$2.72M +69,474 +4%
BIT
7
BlackRock Institutional Trust
California
$62.7M +$12.5M +320,446 +26%
EARNEST Partners
8
EARNEST Partners
Georgia
$46.7M +$45.3M +1,159,721 New
GF
9
Gabelli Funds
New York
$44.4M +$943K +24,142 +2%
HCM
10
Highbridge Capital Management
New York
$39.7M -$3.17M -81,079 -8%
SONJCPFA
11
State of New Jersey Common Pension Fund A
New Jersey
$39.3M +$5.3M +135,740 +16%
TIM
12
Thornburg Investment Management
New Mexico
$39.2M -$517K -13,238 -1%
Brown Advisory
13
Brown Advisory
Maryland
$37.1M +$2.15M +55,132 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$36.8M +$1.22M +31,149 +4%
EAM
15
Eagle Asset Management
Florida
$31.4M -$5.69M -145,506 -16%
GI
16
GAMCO Investors
Connecticut
$31.2M +$244K +6,232 +0.8%
WMSA
17
Weiss Multi-Strategy Advisers
New York
$30.2M +$29.3M +748,668 New
FAM
18
Foundation Asset Management
New York
$26.7M +$577K +14,762 +2%
BPM
19
Bronson Point Management
Connecticut
$25.7M +$4.24M +108,434 +20%
State Street
20
State Street
Massachusetts
$25.4M +$54.8K +1,403 +0.2%
HCS
21
Harvest Capital Strategies
California
$23.9M -$6.98M -178,676 -23%
TSW
22
Thompson Siegel & Walmsley
Virginia
$23.4M -$13.3M -341,117 -37%
Citadel Advisors
23
Citadel Advisors
Florida
$21.4M +$2.91M +74,441 +16%
CCM
24
Courage Capital Management
Tennessee
$20.7M
BFA
25
BlackRock Fund Advisors
California
$20.5M -$490K -12,544 -2%

ECHO Hedge Fund Activity: Q4 2013 in Review

182 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2013, worth a combined $1.96B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ECHO positions and 14 closed out — a net gain of 12 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $45.3M. The largest seller was Freshford Capital Management, cutting an estimated $48.3M.

  • 182 institutional investors held EchoStar (ECHO) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.96B of EchoStar stock for Q4 2013, up 20% quarter-over-quarter.
  • 26 funds opened new EchoStar positions in Q4 2013 and 14 closed out, a net change of +12 holders.
  • The largest EchoStar buyer in Q4 2013 was EARNEST Partners, an estimated $45.3M added.
  • The largest EchoStar seller in Q4 2013 was Freshford Capital Management, an estimated $48.3M sold.

Based on aggregated 13F filings for Q4 2013.