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Encore Capital Group

180 hedge funds and large institutions have $1.59B invested in Encore Capital Group in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

12% more funds holding

Funds holding: 161180 (+19)

0% more capital invested

Capital invested by funds: $1.59B → $1.59B (+$1.47M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

81% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $5.64M

Holders
180
Holders Change
+19
Holders Change %
+11.8%
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
33
Increased
67
Reduced
52
Closed
12
Calls
$1.05M
Puts
$5.64M
Net Calls
-$4.58M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$120M +$12M +278,312 +11%
Invesco
2
Invesco
Georgia
$88.8M +$20.6M +479,168 +31%
BRIM
3
Broad Run Investment Management
Virginia
$80.3M +$5.4M +125,373 +7%
EC
4
EJF Capital
Virginia
$75.3M -$18.7M -434,033 -20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$72M +$1.71M +39,705 +3%
BFA
6
BlackRock Fund Advisors
California
$61M +$5.87M +136,324 +11%
RMCP
7
Red Mountain Capital Partners
California
$59.1M
PM
8
Pembroke Management
Quebec, Canada
$56.4M +$981K +22,800 +2%
Wells Fargo
9
Wells Fargo
California
$54.9M +$9.35M +217,260 +21%
BTW
10
Boston Trust Walden
Massachusetts
$50.3M -$3.24M -75,224 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$49.6M +$1.88M +43,643 +4%
LCP
12
Lombardia Capital Partners
California
$44.2M +$18.6M +431,575 +77%
NRECA
13
National Rural Electric Cooperative Association
Virginia
$42.3M
SIMG
14
Stephens Investment Management Group
Texas
$41.6M -$7.67M -178,291 -16%
Deutsche Bank
15
Deutsche Bank
Germany
$40.1M +$6.89M +160,122 +22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$33.7M -$3.76M -87,382 -10%
CCM
17
Channing Capital Management
Illinois
$32.7M +$3.91M +90,950 +14%
Northern Trust
18
Northern Trust
Illinois
$30.2M -$156K -3,629 -0.5%
BIT
19
BlackRock Institutional Trust
California
$29.7M -$663K -15,399 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.2M +$1.94M +45,006 +9%
KI
21
Kalmar Investments
Delaware
$23.2M -$2.16M -50,245 -9%
TSW
22
Thompson Siegel & Walmsley
Virginia
$23M +$2.1M +48,835 +10%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$21.7M +$925K +21,499 +5%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$21.7M +$2.13M +49,600 +11%
AR
25
Advisory Research
Illinois
$21.6M -$2.31M -53,731 -10%

ECPG Hedge Fund Activity: Q4 2014 in Review

180 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q4 2014, worth a combined $1.59B — up 0.09% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ECPG positions and 12 closed out — a net gain of 21 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Invesco, adding an estimated $20.6M. The largest seller was Fidelity Investments, cutting an estimated $55.4M.

  • 180 institutional investors held Encore Capital Group (ECPG) as of Q4 2014, up from 161 in Q3 2014.
  • Funds reported $1.59B of Encore Capital Group stock for Q4 2014, up 0.09% quarter-over-quarter.
  • 33 funds opened new Encore Capital Group positions in Q4 2014 and 12 closed out, a net change of +21 holders.
  • The largest Encore Capital Group buyer in Q4 2014 was Invesco, an estimated $20.6M added.
  • The largest Encore Capital Group seller in Q4 2014 was Fidelity Investments, an estimated $55.4M sold.

Based on aggregated 13F filings for Q4 2014.