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Encore Capital Group

165 hedge funds and large institutions have $2.51B invested in Encore Capital Group in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more capital invested

Capital invested by funds: $1.3B → $2.51B (+$1.2B)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

3% more funds holding

Funds holding: 160165 (+5)

6% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $1.93M

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
5.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
24
Increased
69
Reduced
56
Closed
17
Calls
$2.04M
Puts
$1.93M
Net Calls
+$115K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$18.4M -$596K -14,707 -4%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$18.3M -$996K -24,592 -6%
WA
28
Wasatch Advisors
Utah
$17.8M +$2.05M +50,680 +15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$14.7M -$877K -21,644 -6%
CS
30
Credit Suisse
Switzerland
$14.3M -$2.5M -61,666 -16%
ACMM
31
Arbor Capital Management (Minnesota)
Minnesota
$13.4M +$11.8M +291,375 New
Morgan Stanley
32
Morgan Stanley
New York
$11.8M -$2.96M -73,132 -22%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$11.2M +$722K +17,809 +8%
Lazard Asset Management
34
Lazard Asset Management
New York
$10.8M +$32.4K +800 +0.3%
Wells Fargo
35
Wells Fargo
California
$10.2M -$154K -3,802 -2%
PI
36
Putnam Investments
Massachusetts
$9.86M -$3.15M -77,677 -27%
HAI
37
Hennessy Advisors Inc
California
$9.86M -$203K -5,000 -2%
Renaissance Technologies
38
Renaissance Technologies
New York
$8.65M +$3.27M +80,596 +74%
Norges Bank
39
Norges Bank
Norway
$8.35M +$1.02M +25,118 +16%
QBFM
40
QS Batterymarch Financial Management
New York
$8.13M
WA
41
Whitebox Advisors
Minnesota
$7.67M +$906K +22,366 +15%
JP Morgan Chase
42
JP Morgan Chase
New York
$7.61M -$3.88M -95,679 -37%
HRCM
43
Hood River Capital Management
Florida
$7.28M +$2.47M +61,045 +62%
Comerica Bank
44
Comerica Bank
Texas
$7.11M +$36.6K +903 +0.6%
RFC
45
Russell Frank Company
Washington
$7.05M +$2.54M +62,667 +69%
PC
46
Pier Capital
Connecticut
$7.03M +$6.22M +153,499 New
Principal Financial Group
47
Principal Financial Group
Iowa
$6.21M +$180K +4,436 +3%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$5.45M +$775K +19,125 +19%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$5.28M -$10.4M -256,088 -69%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$5.25M -$1.56M -38,543 -25%

ECPG Hedge Fund Activity: Q3 2013 in Review

165 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q3 2013, worth a combined $2.51B — up 92% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ECPG positions and 17 closed out — a net gain of 7 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $234M. The largest seller was TimesSquare Capital Management, cutting an estimated $20.7M.

  • 165 institutional investors held Encore Capital Group (ECPG) as of Q3 2013, up from 160 in Q2 2013.
  • Funds reported $2.51B of Encore Capital Group stock for Q3 2013, up 92% quarter-over-quarter.
  • 24 funds opened new Encore Capital Group positions in Q3 2013 and 17 closed out, a net change of +7 holders.
  • The largest Encore Capital Group buyer in Q3 2013 was BNP Paribas Financial Markets, an estimated $234M added.
  • The largest Encore Capital Group seller in Q3 2013 was TimesSquare Capital Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2013.