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 $48.4M invested in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.
4% more capital invested
Capital invested by funds: $46.6M → $48.4M (+$1.8M)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCWM
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
+$1.62M |
| 2 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$1.24M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$422K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$346K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$810K |
| 2 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$434K |
| 3 |
Morgan Stanley
New York
|
-$256K |
| 4 |
BlackRock
New York
|
-$205K |
| 5 |
PHWM
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
Evermay Wealth Management
Arlington,
Virginia
| $58.5K | +$10.1K | +400 | +21% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $49.9K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $47.5K | -$3.2K | -127 | -6% |
|
29
Bank of America
Charlotte,
North Carolina
| $41.6K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | – | – | – |
|
31
JP Morgan Chase
New York
| $19.3K | – | – | – |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $17.9K | – | – | – |
|
|
SWM
33
Spire Wealth Management
Mclean,
Virginia
| $12.5K | – | – | – |
|
|
KA
34
Kozak & Associates
Highlands Ranch,
Colorado
| $7.71K | +$252 | +10 | +3% |
|
|
NB
35
NBT Bank
Norwich,
New York
| $2.5K | – | – | – |
|
36
US Bancorp
Minneapolis,
Minnesota
| $2.27K | – | – | – |
|
|
TPCW
37
TD Private Client Wealth
New York
| $625 | -$1.31K | -52 | -68% |
|
|
38
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$810K | -32,251 | Closed |
|
|
PHWM
39
Pine Harbor Wealth Management
Silver Spring,
Maryland
| – | -$201K | -8,000 | Closed |
|
EQC.PRD Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 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 Q1 2024, worth a combined $48.4M — up 3.9% from $46.6M a quarter earlier.
Fund positioning in EQC.PRD was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 13 trimmed.
The largest buyer was Graham Capital Wealth Management, opening a new position worth an estimated $1.62M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $810K sold.
- 36 institutional investors held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $48.4M of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares stock for Q1 2024, up 3.9% quarter-over-quarter.
- 2 funds opened new Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares buyer in Q1 2024 was Graham Capital Wealth Management, an estimated $1.62M added.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $810K sold.
Based on aggregated 13F filings for Q1 2024.