Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares
EQC.PRD
EQC.PRD was delisted on the 2nd of December, 2024.
36 hedge funds and large institutions have $46.6M invested in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
44% more capital invested
Capital invested by funds: $32.4M → $46.6M (+$14.1M)
16% more funds holding
Funds holding: 31 → 36 (+5)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$9.65M |
| 2 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$891K |
| 3 |
BlackRock
New York
|
+$684K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$656K |
| 5 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$227K |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$112K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$107K |
| 4 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$83.9K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $50.9K | -$50K | -2,012 | -50% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50.1K | – | – | – |
|
|
EWM
28
Evermay Wealth Management
Arlington,
Virginia
| $48.8K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $41.8K | -$8.54K | -344 | -17% |
|
31
JP Morgan Chase
New York
| $19.4K | +$6.71K | +270 | +54% |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $17.9K | – | – | – |
|
|
SWM
33
Spire Wealth Management
Mclean,
Virginia
| $12.6K | – | – | – |
|
|
KA
34
Kozak & Associates
Highlands Ranch,
Colorado
| $7.58K | – | – | – |
|
|
NB
35
NBT Bank
Norwich,
New York
| $2.51K | +$2.48K | +100 | New |
|
36
US Bancorp
Minneapolis,
Minnesota
| $2.29K | -$223 | -9 | -9% |
|
|
TPCW
37
TD Private Client Wealth
New York
| $1.94K | -$5.54K | -223 | -74% |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -100 | Closed |
|
EQC.PRD Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) for Q4 2023, worth a combined $46.6M — up 44% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EQC.PRD positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 15 trimmed.
The largest buyer was Icon Advisers, opening a new position worth an estimated $9.65M. The largest seller was Uniplan Investment Counsel, cutting an estimated $227K.
- 36 institutional investors held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $46.6M of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares stock for Q4 2023, up 44% quarter-over-quarter.
- 6 funds opened new Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares positions in Q4 2023 and 1 closed out, a net change of +5 holders.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares buyer in Q4 2023 was Icon Advisers, an estimated $9.65M added.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares seller in Q4 2023 was Uniplan Investment Counsel, an estimated $227K sold.
Based on aggregated 13F filings for Q4 2023.