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Encore Capital Group

173 hedge funds and large institutions have $2.2B invested in Encore Capital Group in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 165173 (+8)

9% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 68

12% less capital invested

Capital invested by funds: $2.51B → $2.2B (-$301M)

24% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $4.05M

Holders
173
Holders Change
+8
Holders Change %
+4.85%
% of All Funds
5.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
25
Increased
62
Reduced
68
Closed
16
Calls
$3.09M
Puts
$4.05M
Net Calls
-$960K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$620M -$418M -8,788,408 -100%
William Blair & Company
2
William Blair & Company
Illinois
$125M -$16.5M -346,215 -12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.7M +$813K +17,089 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.4M +$2.49M +52,284 +3%
RMCP
5
Red Mountain Capital Partners
California
$66.9M
BFA
6
BlackRock Fund Advisors
California
$66.1M +$1.87M +39,339 +3%
BTW
7
Boston Trust Walden
Massachusetts
$62.3M +$58.9M +1,238,927 New
BRIM
8
Broad Run Investment Management
Virginia
$59.9M +$8.78M +184,631 +18%
PM
9
Pembroke Management
Quebec, Canada
$55.7M -$1.91M -40,200 -4%
NCGI
10
Next Century Growth Investors
Minnesota
$55.3M -$4.75M -99,948 -8%
SIMG
11
Stephens Investment Management Group
Texas
$51.5M -$2.84M -59,643 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$48M +$2.71M +56,927 +6%
AR
13
Advisory Research
Illinois
$38.2M -$10.7M -225,435 -23%
NRECA
14
National Rural Electric Cooperative Association
Virginia
$35.8M
Northern Trust
15
Northern Trust
Illinois
$35.5M +$195K +4,102 +0.6%
BIT
16
BlackRock Institutional Trust
California
$33.2M -$577K -12,120 -2%
KI
17
Kalmar Investments
Delaware
$31.8M -$968K -20,340 -3%
EC
18
EJF Capital
Virginia
$31M +$29.3M +616,934 New
CIP
19
Chartwell Investment Partners
Pennsylvania
$26.8M +$25.4M +533,032 New
TSW
20
Thompson Siegel & Walmsley
Virginia
$25.4M -$3.41M -71,781 -12%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$25M -$226K -4,758 -0.9%
CCM
22
Channing Capital Management
Illinois
$24.9M +$953K +20,037 +4%
State Street
23
State Street
Massachusetts
$23.8M +$993K +20,879 +5%
Deutsche Bank
24
Deutsche Bank
Germany
$23.7M -$3.3M -69,303 -13%
Wells Fargo
25
Wells Fargo
California
$19.7M +$8.06M +169,418 +76%

ECPG Hedge Fund Activity: Q4 2013 in Review

173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q4 2013, worth a combined $2.2B — down 12% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ECPG positions and 16 closed out — a net gain of 9 holders — while 62 added to existing stakes and 68 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $58.9M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $418M.

  • 173 institutional investors held Encore Capital Group (ECPG) as of Q4 2013, up from 165 in Q3 2013.
  • Funds reported $2.2B of Encore Capital Group stock for Q4 2013, down 12% quarter-over-quarter.
  • 25 funds opened new Encore Capital Group positions in Q4 2013 and 16 closed out, a net change of +9 holders.
  • The largest Encore Capital Group buyer in Q4 2013 was Boston Trust Walden, an estimated $58.9M added.
  • The largest Encore Capital Group seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $418M sold.

Based on aggregated 13F filings for Q4 2013.