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Encore Capital Group

141 hedge funds and large institutions have $818M invested in Encore Capital Group in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less capital invested

Capital invested by funds: $910M → $818M (-$92.4M)

10% less funds holding

Funds holding: 157141 (-16)

21% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 58

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

94% less call options, than puts

Call options by funds: $649K | Put options by funds: $10.2M

Holders
141
Holders Change
-16
Holders Change %
-10.19%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
46
Reduced
58
Closed
27
Calls
$649K
Puts
$10.2M
Net Calls
-$9.53M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$28K -$180K -7,024 -85%
LIA
127
LS Investment Advisors
Michigan
$19K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$14K
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$12K
SWA
130
Sutton Wealth Advisors
Florida
$9.11K
AG
131
Advisor Group
Arizona
$9K +$10.6K +413 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$7K -$742K -28,899 -99%
VCM
133
Versant Capital Management
Arizona
$6K -$2.88K -112 -30%
Creative Planning
134
Creative Planning
Kansas
$5K
AAM
135
Advisors Asset Management
Colorado
$1K -$46.5K -1,810 -99%
TRCT
136
Tower Research Capital (TRC)
New York
$1K -$4.16K -162 -83%
MFS
137
MSI Financial Services
Massachusetts
$1K
QCG
138
Quadrant Capital Group
Ohio
$1K
TWA
139
TCI Wealth Advisors
Arizona
$1K +$205 +8 +36%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$165
PCM
141
Portolan Capital Management
Massachusetts
-$5.72M -222,395 Closed
IA
142
Icon Advisers
Colorado
-$5.33M -206,963 Closed
DIA
143
Dana Investment Advisors
Wisconsin
-$1.83M -71,259 Closed
First Trust Advisors
144
First Trust Advisors
Illinois
-$1.44M -55,751 Closed
ECM
145
ETrade Capital Management
Virginia
-$825K -32,049 Closed
AL
146
Airain Ltd
Guernsey
-$573K -22,256 Closed
SG Americas Securities
147
SG Americas Securities
New York
-$517K -20,084 Closed
ZCM
148
Zebra Capital Management
Connecticut
-$465K -18,069 Closed
DTL
149
Dynamic Technology Lab
Singapore
-$454K -17,653 Closed
AR
150
Advisory Research
Illinois
-$435K -16,890 Closed

ECPG Hedge Fund Activity: Q2 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q2 2016, worth a combined $818M — down 10% from $910M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ECPG and 12 opened new positions — a net loss of 15 holders — while 58 trimmed existing stakes and 46 added.

The largest buyer was Carlson Capital, adding an estimated $11.3M. The largest seller was Lazard Asset Management, cutting an estimated $7.46M.

  • 141 institutional investors held Encore Capital Group (ECPG) as of Q2 2016, down from 157 in Q1 2016.
  • Funds reported $818M of Encore Capital Group stock for Q2 2016, down 10% quarter-over-quarter.
  • 12 funds opened new Encore Capital Group positions in Q2 2016 and 27 closed out, a net change of -15 holders.
  • The largest Encore Capital Group buyer in Q2 2016 was Carlson Capital, an estimated $11.3M added.
  • The largest Encore Capital Group seller in Q2 2016 was Lazard Asset Management, an estimated $7.46M sold.

Based on aggregated 13F filings for Q2 2016.