We are live on ! Find out more
EC

Elequin Capital Portfolio holdings

AUM $1.19B
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
-6.2%
1 Year Est. Return
+16.08%
3 Year Est. Return
+46.25%
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$374M
Cap. Flow
+$368M
Cap. Flow %
62.4%
Top 10 Hldgs %
98.25%
Holding
355
New
299
Increased
18
Reduced
12
Closed
14
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DHR.PRA
1
DELISTED
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
$453M 76.69%
231,221
+189,047
+448% +$359M
AVTR.PRA
2
DELISTED
Avantor, Inc. Series A Mandatory Convertible Preferred Stock
AVTR.PRA
$25.4M 4.3%
245,931
+135,450
+123% +$14.8M
SJIV
3
DELISTED
South Jersey Industries, Inc. Corporate Units
SJIV
$17.3M 2.92%
+248,004
New +$15M
WTRU
4
DELISTED
Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
$3.22M 0.55%
+52,473
New +$3.05M
APTV icon
5
Aptiv
APTV
$12.1B
$1.29M 0.22%
+10,743
New +$1.43M
AQN icon
6
Algonquin Power & Utilities
AQN
$4.6B
$1.05M 0.18%
+67,450
New +$973K
PANW icon
7
Palo Alto Networks
PANW
$264B
$428K 0.07%
+4,122
New +$369K
AVGO icon
8
Broadcom
AVGO
$1.86T
$331K 0.06%
+5,260
New +$312K
TFI icon
9
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$242K 0.04%
+5,047
New +$252K
NEE icon
10
NextEra Energy
NEE
$188B
$222K 0.04%
+2,618
New +$210K
PXD
11
DELISTED
Pioneer Natural Resource Co.
PXD
$166K 0.03%
+665
New +$150K
AVGOP
12
DELISTED
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
$163K 0.03%
+83
New +$153K
DXCM icon
13
DexCom
DXCM
$27.2B
$158K 0.03%
+1,232
New +$135K
SNAP icon
14
Snap
SNAP
$7.28B
$120K 0.02%
+3,339
New +$121K
LYV icon
15
Live Nation Entertainment
LYV
$41.2B
$118K 0.02%
+999
New +$114K
MDB icon
16
MongoDB
MDB
$24.1B
$115K 0.02%
+260
New +$102K
AKAM icon
17
Akamai
AKAM
$17.7B
$114K 0.02%
+958
New +$107K
HYMB icon
18
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.06B
$104K 0.02%
3,762
-42,004
-92% -$1.21M
LUV icon
19
Southwest Airlines
LUV
$22.1B
$101K 0.02%
+2,208
New +$97.1K
AVTR icon
20
Avantor
AVTR
$7.63B
$98K 0.02%
+2,888
New +$103K
WDAY icon
21
Workday
WDAY
$32.1B
$98K 0.02%
+409
New +$97.5K
XYZ
22
Block Inc
XYZ
$45.8B
$95K 0.02%
+699
New +$84.6K
DISH
23
DELISTED
DISH Network Corp.
DISH
$92K 0.02%
+2,908
New +$92K
DKS icon
24
Dick's Sporting Goods
DKS
$18.5B
$91K 0.02%
+906
New +$99.6K
WOLF icon
25
Wolfspeed
WOLF
$1.37B
$91K 0.02%
+801
New +$80.7K

Similar funds

Elequin Capital's Q1 2022 Portfolio in Review

As of Q1 2022, Elequin Capital held 355 positions worth $590M, up 173% from $217M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Elequin Capital deployed $368M of net new capital in Q1 2022, opening 299 new positions and adding to 18 existing holdings. Its largest new stake was South Jersey Industries, Inc. Corporate Units: 248,004 shares worth $17.3M.

By sector, the portfolio is most concentrated in Technology at 0.48% of assets, up from 0.03% a quarter earlier, followed by Consumer Discretionary and Utilities.

On the sell side, the largest reduction was State Street SPDR Nuveen ICE High Yield Municipal Bond ETF, an estimated $1.21M trimmed.

  • Elequin Capital's largest Q1 2022 buy was South Jersey Industries, Inc. Corporate Units: 248,004 shares worth $17.3M.
  • Elequin Capital added most to Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A in Q1 2022, an estimated $359M increase.
  • Elequin Capital's biggest Q1 2022 reduction was State Street SPDR Nuveen ICE High Yield Municipal Bond ETF, cutting an estimated $1.21M.
  • Elequin Capital fully exited Energizer Holdings, Inc. 7.50% Series A Mandatory Convertible Preferred Stock in Q1 2022, selling an estimated $10.4M.
  • Elequin Capital's ten largest holdings make up 98% of its $590M portfolio in Q1 2022.
  • Elequin Capital opened 299 new positions and closed 14 in Q1 2022.
  • Elequin Capital's portfolio value rose 173% quarter-over-quarter to $590M.

Based on Elequin Capital's 13F filing for Q1 2022, filed 16 May 2022.