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Encore Capital Group

138 hedge funds and large institutions have $814M invested in Encore Capital Group in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

2.82% less ownership

Funds ownership: 115.14%112.32% (-2.8%)

8% less funds holding

Funds holding: 150138 (-12)

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

36% less capital invested

Capital invested by funds: $1.27B → $814M (-$457M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

97% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $33.4M

Holders
138
Holders Change
-12
Holders Change %
-8%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
50
Reduced
44
Closed
31
Calls
$1.02M
Puts
$33.4M
Net Calls
-$32.4M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$5.28M -$33K -1,230 -0.5%
Charles Schwab
27
Charles Schwab
California
$5.03M +$255K +9,489 +5%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.89M -$416K -15,469 -7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4.52M -$10K -374 -0.2%
Ameriprise
30
Ameriprise
Minnesota
$4.08M -$16.4M -609,063 -78%
Nomura Holdings
31
Nomura Holdings
Japan
$3.52M
Citadel Advisors
32
Citadel Advisors
Florida
$3.33M -$3.41M -127,068 -47%
BCM
33
Bridgeway Capital Management
Texas
$3.24M
Nordea Investment Management
34
Nordea Investment Management
Sweden
$3.15M +$285K +10,594 +9%
GKIM
35
GW&K Investment Management
Massachusetts
$2.87M -$249K -9,251 -7%
Millennium Management
36
Millennium Management
New York
$2.73M -$7.55M -281,100 -71%
USAA
37
United Services Automobile Association
Texas
$2.49M -$572K -21,281 -17%
Barclays
38
Barclays
United Kingdom
$2.4M -$3.06M -113,768 -53%
PPA
39
Parametric Portfolio Associates
Washington
$2.05M +$414K +15,420 +21%
GIM
40
Granahan Investment Management
Massachusetts
$1.88M -$614K -22,839 -22%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.79M +$337K +12,526 +20%
Goldman Sachs
42
Goldman Sachs
New York
$1.65M -$208K -7,730 -10%
Citigroup
43
Citigroup
New York
$1.55M -$4.03M -150,104 -69%
AIG
44
American International Group
New York
$1.53M +$1.21M +44,907 +220%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.4M +$4.78K +178 +0.3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.34M +$64.3K +2,392 +4%
SFM
47
Systematic Financial Management
New Jersey
$1.3M +$1.49M +55,365 New
TD Asset Management
48
TD Asset Management
Ontario, Canada
$1.23M +$377K +14,031 +37%
TA
49
Teachers Advisors
New York
$1.22M +$76.9K +2,861 +6%
TCIM
50
TIAA CREF Investment Management
New York
$1.2M -$37.9K -1,411 -3%

ECPG Hedge Fund Activity: Q4 2018 in Review

138 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q4 2018, worth a combined $814M — down 36% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ECPG and 20 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 50 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $28.6M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $20.4M sold.

  • 138 institutional investors held Encore Capital Group (ECPG) as of Q4 2018, down from 150 in Q3 2018.
  • Funds reported $814M of Encore Capital Group stock for Q4 2018, down 36% quarter-over-quarter.
  • 20 funds opened new Encore Capital Group positions in Q4 2018 and 31 closed out, a net change of -11 holders.
  • The largest Encore Capital Group buyer in Q4 2018 was T. Rowe Price Associates, an estimated $28.6M added.
  • The largest Encore Capital Group seller in Q4 2018 was Summit Partners Public Asset Management, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2018.