Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares
EQC.PRD
EQC.PRD was delisted on the 2nd of December, 2024.
34 hedge funds and large institutions have $37.2M invested in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.
3% more capital invested
Capital invested by funds: $36.2M → $37.2M (+$1.02M)
11% less funds holding
Funds holding: 38 → 34 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$2.59M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.48M |
| 3 |
RWA
Redmont Wealth Advisors
Chicago,
Illinois
|
+$453K |
| 4 |
BlackRock
New York
|
+$225K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$73.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$2.49M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.19M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$376K |
| 4 |
ATWA
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
-$263K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$190K |
EQC.PRD Hedge Fund Activity: Q1 2023 in Review
34 of the 6,275 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 2023, worth a combined $37.2M — up 2.8% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EQC.PRD and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 6 added.
The largest buyer was Bar Harbor Wealth Management, adding an estimated $2.59M. The largest seller was Infrastructure Capital Advisors, exiting entirely with an estimated $2.49M sold.
- 34 institutional investors held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) as of Q1 2023, down from 38 in Q4 2022.
- Funds reported $37.2M of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares stock for Q1 2023, up 2.8% quarter-over-quarter.
- 3 funds opened new Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares positions in Q1 2023 and 6 closed out, a net change of -3 holders.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares buyer in Q1 2023 was Bar Harbor Wealth Management, an estimated $2.59M added.
- The largest Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares seller in Q1 2023 was Infrastructure Capital Advisors, an estimated $2.49M sold.
Based on aggregated 13F filings for Q1 2023.