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Encore Capital Group

131 hedge funds and large institutions have $1.25B invested in Encore Capital Group in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $937M → $1.25B (+$309M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

11% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.68M

1.64% more ownership

Funds ownership: 118.97%120.61% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 134131 (-3)

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
48
Reduced
41
Closed
13
Calls
$2.97M
Puts
$2.68M
Net Calls
+$294K
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BRIM
1
Broad Run Investment Management
Virginia
$117M +$617K +17,188 +0.6%
BlackRock
2
BlackRock
New York
$101M +$978K +27,239 +1%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$95.2M +$4.3M +119,655 +5%
Invesco
4
Invesco
Georgia
$93.7M -$12.9M -360,597 -13%
HA
5
Homestead Advisers
Virginia
$89.4M
Vanguard Group
6
Vanguard Group
Pennsylvania
$88.3M +$2.57M +71,478 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$82.1M +$13.2M +368,780 +22%
RMCP
8
Red Mountain Capital Partners
California
$55.7M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$52.1M +$24.5M +682,097 +111%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$50.5M -$278K -7,731 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$33.7M +$3.68M +102,413 +14%
Northern Trust
12
Northern Trust
Illinois
$25.4M +$1.62M +45,218 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.9M -$1.6M -44,504 -7%
State Street
14
State Street
Massachusetts
$22.8M +$691K +19,252 +4%
Deutsche Bank
15
Deutsche Bank
Germany
$22.6M +$7.66M +213,375 +61%
CS
16
Credit Suisse
Switzerland
$21.7M +$691K +19,262 +4%
Morgan Stanley
17
Morgan Stanley
New York
$18.5M -$178K -4,951 -1%
SCC
18
Second Curve Capital
Pennsylvania
$16.9M -$1.08M -30,000 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.6M -$184K -5,128 -1%
PM
20
Pembroke Management
Quebec, Canada
$16.6M -$3.49M -97,100 -19%
SGCIA
21
Smith Graham & Co Investment Advisors
Texas
$15.1M -$2.59M -72,100 -16%
Prudential Financial
22
Prudential Financial
New Jersey
$11.4M -$1.43M -39,922 -12%
Norges Bank
23
Norges Bank
Norway
$10.7M -$4.34M -120,908 -31%
PCM
24
Peregrine Capital Management
Minnesota
$9.2M +$165K +4,593 +2%
Citigroup
25
Citigroup
New York
$8.43M -$290K -8,071 -4%

ECPG Hedge Fund Activity: Q2 2017 in Review

131 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Encore Capital Group (ECPG) for Q2 2017, worth a combined $1.25B — up 33% from $937M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ECPG and 12 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 48 added.

The largest buyer was Fidelity Investments, adding an estimated $24.5M. The largest seller was Invesco, cutting an estimated $12.9M.

  • 131 institutional investors held Encore Capital Group (ECPG) as of Q2 2017, down from 134 in Q1 2017.
  • Funds reported $1.25B of Encore Capital Group stock for Q2 2017, up 33% quarter-over-quarter.
  • 12 funds opened new Encore Capital Group positions in Q2 2017 and 13 closed out, a net change of -1 holder.
  • The largest Encore Capital Group buyer in Q2 2017 was Fidelity Investments, an estimated $24.5M added.
  • The largest Encore Capital Group seller in Q2 2017 was Invesco, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2017.