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Encore Capital Group

180 hedge funds and large institutions have $1.51B invested in Encore Capital Group in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

4% more funds holding

Funds holding: 173180 (+7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less capital invested

Capital invested by funds: $2.2B → $1.51B (-$693M)

42% less call options, than puts

Call options by funds: $279K | Put options by funds: $480K

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
27
Increased
73
Reduced
60
Closed
19
Calls
$279K
Puts
$480K
Net Calls
-$201K
Net Calls Change
+$759K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$114M +$352K +7,287 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$86.1M -$4.81M -99,686 -5%
EC
3
EJF Capital
Virginia
$84.9M +$59.9M +1,240,214 +201%
Vanguard Group
4
Vanguard Group
Pennsylvania
$73.3M +$1.21M +24,965 +2%
RMCP
5
Red Mountain Capital Partners
California
$60.9M
BFA
6
BlackRock Fund Advisors
California
$60.5M +$440K +9,115 +0.7%
BRIM
7
Broad Run Investment Management
Virginia
$60.5M +$6.34M +131,412 +11%
BTW
8
Boston Trust Walden
Massachusetts
$56M -$646K -13,375 -1%
PM
9
Pembroke Management
Quebec, Canada
$54M +$3.57M +73,900 +7%
SIMG
10
Stephens Investment Management Group
Texas
$48.1M +$1.3M +26,830 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.3M +$2.76M +57,120 +6%
Deutsche Bank
12
Deutsche Bank
Germany
$34.7M +$13.9M +288,588 +61%
NRECA
13
National Rural Electric Cooperative Association
Virginia
$34M +$1.49M +30,834 +4%
BIT
14
BlackRock Institutional Trust
California
$31.8M +$1.76M +36,430 +6%
Northern Trust
15
Northern Trust
Illinois
$31.2M -$1.16M -23,958 -3%
AR
16
Advisory Research
Illinois
$30.6M -$4.46M -92,489 -12%
CIP
17
Chartwell Investment Partners
Pennsylvania
$28.2M +$4.06M +84,200 +16%
KI
18
Kalmar Investments
Delaware
$27.9M -$1.05M -21,709 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.1M +$9.31M +192,761 +58%
TSW
20
Thompson Siegel & Walmsley
Virginia
$23.4M +$336K +6,970 +1%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$22.6M -$163K -3,380 -0.7%
CCM
22
Channing Capital Management
Illinois
$22.6M -$23.2K -481 -0.1%
State Street
23
State Street
Massachusetts
$22.1M +$442K +9,154 +2%
CS
24
Credit Suisse
Switzerland
$20.8M +$8.08M +167,456 +58%
Wells Fargo
25
Wells Fargo
California
$18.2M +$337K +6,978 +2%

ECPG Hedge Fund Activity: Q1 2014 in Review

180 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q1 2014, worth a combined $1.51B — down 31% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ECPG positions and 19 closed out — a net gain of 8 holders — while 73 added to existing stakes and 60 trimmed.

The largest buyer was EJF Capital, adding an estimated $59.9M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $55.3M sold.

  • 180 institutional investors held Encore Capital Group (ECPG) as of Q1 2014, up from 173 in Q4 2013.
  • Funds reported $1.51B of Encore Capital Group stock for Q1 2014, down 31% quarter-over-quarter.
  • 27 funds opened new Encore Capital Group positions in Q1 2014 and 19 closed out, a net change of +8 holders.
  • The largest Encore Capital Group buyer in Q1 2014 was EJF Capital, an estimated $59.9M added.
  • The largest Encore Capital Group seller in Q1 2014 was Next Century Growth Investors, an estimated $55.3M sold.

Based on aggregated 13F filings for Q1 2014.