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Encore Capital Group

157 hedge funds and large institutions have $910M invested in Encore Capital Group in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% less funds holding

Funds holding: 166157 (-9)

14% less capital invested

Capital invested by funds: $1.06B → $910M (-$154M)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

73% less call options, than puts

Call options by funds: $772K | Put options by funds: $2.85M

Holders
157
Holders Change
-9
Holders Change %
-5.42%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
76
Reduced
47
Closed
27
Calls
$772K
Puts
$2.85M
Net Calls
-$2.08M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$115M +$18M +780,805 +21%
BRIM
2
Broad Run Investment Management
Virginia
$61.8M +$1.25M +54,140 +2%
HA
3
Homestead Advisers
Virginia
$57.3M +$51.4M +2,226,559 New
William Blair Investment Management
4
William Blair Investment Management
Illinois
$49.4M -$24.8M -1,075,332 -36%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.4M -$393K -17,037 -0.9%
BFA
6
BlackRock Fund Advisors
California
$39.5M +$1.24M +53,940 +4%
RMCP
7
Red Mountain Capital Partners
California
$34.3M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$33.5M -$80.4K -3,487 -0.3%
LCP
9
Lombardia Capital Partners
California
$32.5M +$70.1K +3,040 +0.2%
PM
10
Pembroke Management
Quebec, Canada
$32.1M -$1.7M -73,500 -6%
Wells Fargo
11
Wells Fargo
California
$26.1M +$3.14M +136,330 +16%
CC
12
Carlson Capital
Texas
$24.5M +$21.9M +950,000 New
KI
13
Kalmar Investments
Delaware
$22.9M +$3.19M +138,385 +18%
Northern Trust
14
Northern Trust
Illinois
$22M +$142K +6,151 +0.7%
SIMG
15
Stephens Investment Management Group
Texas
$17.8M +$6.53M +283,004 +69%
BIT
16
BlackRock Institutional Trust
California
$17.2M +$390K +16,892 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$16.9M -$11.1M -483,224 -42%
TSW
18
Thompson Siegel & Walmsley
Virginia
$16.6M +$455K +19,731 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.9M -$5.01M -217,271 -30%
State Street
20
State Street
Massachusetts
$12.2M +$99.7K +4,322 +0.9%
CS
21
Credit Suisse
Switzerland
$11.9M -$473K -20,520 -4%
ECP
22
Elk Creek Partners
Colorado
$11.5M +$191K +8,296 +2%
SGCIA
23
Smith Graham & Co Investment Advisors
Texas
$11M +$3.66M +158,520 +59%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.8M -$3.13M -135,477 -24%
Morgan Stanley
25
Morgan Stanley
New York
$10.2M -$3.7M -160,575 -29%

ECPG Hedge Fund Activity: Q1 2016 in Review

157 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q1 2016, worth a combined $910M — down 14% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ECPG and 19 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 76 added.

The largest buyer was Carlson Capital, opening a new position worth an estimated $21.9M. The largest seller was Channing Capital Management, exiting entirely with an estimated $40.5M sold.

  • 157 institutional investors held Encore Capital Group (ECPG) as of Q1 2016, down from 166 in Q4 2015.
  • Funds reported $910M of Encore Capital Group stock for Q1 2016, down 14% quarter-over-quarter.
  • 19 funds opened new Encore Capital Group positions in Q1 2016 and 27 closed out, a net change of -8 holders.
  • The largest Encore Capital Group buyer in Q1 2016 was Carlson Capital, an estimated $21.9M added.
  • The largest Encore Capital Group seller in Q1 2016 was Channing Capital Management, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2016.