Echelon Corp
ELON
ELON was delisted on the 13th of September, 2018.
58 hedge funds and large institutions have $27.8M invested in Echelon Corp in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
41% more capital invested
Capital invested by funds: $19.7M → $27.8M (+$8.06M)
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
12% more funds holding
Funds holding: 52 → 58 (+6)
26% less call options, than puts
Call options by funds: $98K | Put options by funds: $132K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$1.12M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.08M |
| 3 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$333K |
| 4 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
+$236K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$277K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$255K |
| 3 |
Renaissance Technologies
New York
|
-$228K |
| 4 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
-$190K |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $2K | -$5.25K | -174 | -74% |
|
|
DADC
52
D.A. Davidson & Co
Great Falls,
Montana
| $2K | – | – | – |
|
53
First Manhattan
New York
| $2K | – | – | – |
|
|
HR
54
Howe & Rusling
Rochester,
New York
| $1K | +$1.21K | +40 | New |
|
|
WA
55
WealthTrust-Arizona
Scottsdale,
Arizona
| $1K | +$1.51K | +50 | New |
|
56
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $4 | – | – | – |
|
|
57
Wellington Management Group
Boston,
Massachusetts
| – | -$277K | -12,892 | Closed |
|
|
DS
58
DRW Securities
Chicago,
Illinois
| – | -$138K | -6,425 | Closed |
|
|
PAM
59
Panagora Asset Management
Boston,
Massachusetts
| – | -$58K | -2,684 | Closed |
|
|
VKH
60
Virtu KCG Holdings
New York
| – | -$46K | -2,154 | Closed |
|
|
SIM
61
Spark Investment Management
New York
| – | -$44K | -2,090 | Closed |
|
|
ARTA
62
A.R.T. Advisors
New York
| – | -$29K | -1,366 | Closed |
|
|
TSW
63
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$5K | -213 | Closed |
|
64
Citigroup
New York
| – | -$2.93K | -97 | -96% |
|
ELON Hedge Fund Activity: Q1 2014 in Review
58 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Echelon Corp (ELON) for Q1 2014, worth a combined $27.8M — up 41% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ELON positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Ardsley Advisory Partners, opening a new position worth an estimated $1.12M. The largest seller was Wellington Management Group, exiting entirely with an estimated $277K sold.
- 58 institutional investors held Echelon Corp (ELON) as of Q1 2014, up from 52 in Q4 2013.
- Funds reported $27.8M of Echelon Corp stock for Q1 2014, up 41% quarter-over-quarter.
- 13 funds opened new Echelon Corp positions in Q1 2014 and 7 closed out, a net change of +6 holders.
- The largest Echelon Corp buyer in Q1 2014 was Ardsley Advisory Partners, an estimated $1.12M added.
- The largest Echelon Corp seller in Q1 2014 was Wellington Management Group, an estimated $277K sold.
Based on aggregated 13F filings for Q1 2014.