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EQC.PRD

Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares

Delisted

EQC.PRD was delisted on the 2nd of December, 2024.

38 hedge funds and large institutions have $36.2M invested in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding

Funds holding: 3138 (+7)

6% less capital invested

Capital invested by funds: $38.7M → $36.2M (-$2.49M)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.15M -$721K -28,485 -7%
IA
2
Icon Advisers
Colorado
$3.68M +$1.83M +72,355 +97%
Wells Fargo
3
Wells Fargo
California
$2.59M -$5.47K -216 -0.2%
ICA
4
Infrastructure Capital Advisors
New York
$2.49M -$3.37M -133,262 -57%
EIA
5
Edgemoor Investment Advisors
Maryland
$2.39M +$481 +19 +0%
BC
6
Brookfield Corp
Ontario, Canada
$2.37M -$5.06K -200 -0.2%
PAIM
7
Punch & Associates Investment Management
Minnesota
$2.21M +$886 +35 +0%
BHWM
8
Bar Harbor Wealth Management
New Hampshire
$2.14M +$1.19M +47,162 +124%
UIC
9
Uniplan Investment Counsel
Wisconsin
$2.11M -$54.7K -2,159 -2%
UCFA
10
United Capital Financial Advisors
Texas
$1.51M -$228K -9,000 -13%
AIC
11
Aurora Investment Counsel
Georgia
$889K -$17K -671 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$672K
Morgan Stanley
13
Morgan Stanley
New York
$597K -$19.5K -770 -3%
WAM
14
Wolverine Asset Management
Illinois
$486K +$12.9K +508 +3%
DADC
15
D.A. Davidson & Co
Montana
$419K -$14.3K -563 -3%
AR
16
Advisory Research
Illinois
$376K
UBS Group
17
UBS Group
Switzerland
$291K -$110K -4,358 -27%
ATWA
18
Arbor Trust Wealth Advisors
Michigan
$263K +$266K +10,500 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$263K -$10.3K -408 -4%
SCM
20
Schnieders Capital Management
California
$221K
HWM
21
HB Wealth Management
Georgia
$206K +$208K +8,206 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$181K
Franklin Resources
23
Franklin Resources
California
$141K
CSC
24
Caldwell Sutter Capital
California
$105K +$106K +4,200 New
Osaic Holdings
25
Osaic Holdings
Arizona
$93.5K +$13.6K +536 +17%

EQC.PRD Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 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 2022, worth a combined $36.2M — down 6.4% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EQC.PRD positions and 0 closed out — a net gain of 7 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Icon Advisers, adding an estimated $1.83M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.37M.

  • 38 institutional investors held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) as of Q4 2022, up from 31 in Q3 2022.
  • Funds reported $36.2M of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares stock for Q4 2022, down 6.4% quarter-over-quarter.
  • 7 funds opened new Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares positions in Q4 2022 and 0 closed out, a net change of +7 holders.
  • The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares buyer in Q4 2022 was Icon Advisers, an estimated $1.83M added.
  • The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares seller in Q4 2022 was Infrastructure Capital Advisors, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2022.