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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
BlackRock
1
BlackRock
New York
$71.6M +$4.83M +263,947 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.8M +$38.3K +2,092 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.3M +$3.34M +182,601 +8%
QCI
4
Quaker Capital Investments
Pennsylvania
$37.2M +$8.67M +473,811 +30%
Renaissance Technologies
5
Renaissance Technologies
New York
$31.6M -$773K -42,200 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$17.5M -$292K -15,964 -2%
State Street
7
State Street
Massachusetts
$15.4M -$3.22M -176,089 -17%
TSW
8
Thompson Siegel & Walmsley
Virginia
$15.4M -$709K -38,745 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.5M -$53.7K -2,934 -0.4%
Hudson Bay Capital Management
10
Hudson Bay Capital Management
Connecticut
$13.2M +$4.25M +231,868 +47%
Morgan Stanley
11
Morgan Stanley
New York
$12.2M +$6.99M +381,648 +135%
Charles Schwab
12
Charles Schwab
California
$12.1M +$801K +43,727 +7%
EIP
13
Epoch Investment Partners
New York
$11.6M -$12K -653 -0.1%
Brown Advisory
14
Brown Advisory
Maryland
$11.5M -$11.3M -617,055 -50%
GF
15
Gabelli Funds
New York
$10.9M -$181K -9,900 -2%
Millennium Management
16
Millennium Management
New York
$10.7M -$10.2M -556,712 -49%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$10.1M +$4.32M +235,902 +75%
BCM
18
Bridgeway Capital Management
Texas
$9.54M -$756K -41,305 -7%
JAM
19
Jupiter Asset Management
United Kingdom
$8.19M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$7.7M -$2.45M -133,593 -24%
American Century Companies
21
American Century Companies
Missouri
$7.26M +$736K +40,213 +11%
N
22
Nuveen
North Carolina
$6.86M -$1.05M -57,473 -13%
Citadel Advisors
23
Citadel Advisors
Florida
$6.02M +$2.26M +123,383 +60%
DWM
24
Dorchester Wealth Management
Quebec, Canada
$5.91M +$1.3M +71,155 +28%
LFCM
25
Long Focus Capital Management
Puerto Rico
$5.88M

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.