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ELON

Echelon Corp
ELON

Delisted

ELON was delisted on the 13th of September, 2018.

52 hedge funds and large institutions have $19.7M invested in Echelon Corp in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $85K | Put options by funds: $71K

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

4% less funds holding

Funds holding: 5452 (-2)

10% less capital invested

Capital invested by funds: $21.9M → $19.7M (-$2.18M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
16
Closed
6
Calls
$85K
Puts
$71K
Net Calls
+$14K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$4.29M +$226K +10,100 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21M -$99.2K -4,434 -4%
BIT
3
BlackRock Institutional Trust
California
$2.05M +$237K +10,614 +13%
RPA
4
Rock Point Advisors
Vermont
$1.66M +$16.2K +724 +0.9%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.62M +$58K +2,594 +4%
PGCM
6
Prescott Group Capital Management
Oklahoma
$1.45M +$531K +23,724 +55%
Invesco
7
Invesco
Georgia
$1.02M +$52.8K +2,359 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$872K +$17.4K +778 +2%
U
9
UBS
Switzerland
$861K +$40.3K +1,800 +5%
BCM
10
Bridgeway Capital Management
Texas
$492K +$213K +9,506 +71%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$373K +$21.1K +942 +6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$277K
RFC
13
Russell Frank Company
Washington
$262K +$15.9K +710 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$246K +$559 +25 +0.2%
BFA
15
BlackRock Fund Advisors
California
$232K +$10.1K +452 +4%
Goldman Sachs
16
Goldman Sachs
New York
$187K -$162K -7,249 -45%
Northern Trust
17
Northern Trust
Illinois
$185K -$895 -40 -0.5%
Morgan Stanley
18
Morgan Stanley
New York
$172K -$59.4K -2,657 -25%
MC
19
Menta Capital
California
$161K +$27.7K +1,240 +20%
DS
20
DRW Securities
Illinois
$138K +$59.5K +2,661 +71%
MTC
21
McDaniel Terry & Co
Texas
$122K -$27.6K -1,234 -18%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$100K -$39.7K -1,775 -28%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$100K -$895 -40 -0.8%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$96K -$3.2K -143 -3%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$70K

ELON Hedge Fund Activity: Q4 2013 in Review

52 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Echelon Corp (ELON) for Q4 2013, worth a combined $19.7M — down 9.9% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ELON and 4 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Prescott Group Capital Management, adding an estimated $531K. The largest seller was BlackRock Group, exiting entirely with an estimated $532K sold.

  • 52 institutional investors held Echelon Corp (ELON) as of Q4 2013, down from 54 in Q3 2013.
  • Funds reported $19.7M of Echelon Corp stock for Q4 2013, down 9.9% quarter-over-quarter.
  • 4 funds opened new Echelon Corp positions in Q4 2013 and 6 closed out, a net change of -2 holders.
  • The largest Echelon Corp buyer in Q4 2013 was Prescott Group Capital Management, an estimated $531K added.
  • The largest Echelon Corp seller in Q4 2013 was BlackRock Group, an estimated $532K sold.

Based on aggregated 13F filings for Q4 2013.