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Equitable Holdings
EQH

448 hedge funds and large institutions have $11.9B invested in Equitable Holdings in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 192 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,401% more call options, than puts

Call options by funds: $8.68M | Put options by funds: $578K

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$857M)

6% more funds holding

Funds holding: 424 → 448 (+24)

3.17% less ownership

Funds ownership: 98.55% → 95.37% (-3.2%)

35% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 192

Holders
448
Holders Change
+24
Holders Change %
+5.66%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
72
Increased
124
Reduced
192
Closed
44
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.67M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$70M
2
WP
Woodline Partners
California
+$40.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$30.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$29.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
276
Profund Advisors
Maryland
$580K -$37.1K -1,091 -7%
EOJOAM
277
E. Ohman J:or Asset Management
Sweden
$559K – – –
IMCOOI
278
Investment Management Corp of Ontario (IMCO)
Canada
$556K -$91.8K -2,700 -16%
CL
279
CSS LLC
Illinois
$547K – – –
VLC
280
Van Leeuwen & Company
New Jersey
$547K +$81.2K +2,389 +20%
GCP
281
GSA Capital Partners
United Kingdom
$542K +$485K +14,253 New
Los Angeles Capital Management
282
Los Angeles Capital Management
California
$532K +$476K +13,984 New
CWM
283
CIBC World Markets
New York
$527K +$142K +4,181 +43%
SCM
284
Shelton Capital Management
Colorado
$522K – – –
Nisa Investment Advisors
285
Nisa Investment Advisors
Missouri
$519K -$1.6M -46,915 -77%
Aviva
286
Aviva
United Kingdom
$515K -$2.75K -81 -0.6%
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
$509K -$6.86M -201,734 -94%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$508K +$32.5K +957 +8%
MYAM
289
Meiji Yasuda Asset Management
Japan
$505K +$452K +13,288 New
CA
290
Cetera Advisors
Colorado
$503K +$123K +3,608 +38%
TMAM
291
Tokio Marine Asset Management
Japan
$498K +$18K +528 +4%
Acadian Asset Management
292
Acadian Asset Management
Massachusetts
$490K +$16.6K +488 +4%
Creative Planning
293
Creative Planning
Kansas
$489K -$884 -26 -0.2%
EH
294
Equitable Holdings
New York
$484K +$5.88K +173 +1%
AAIS
295
ABN AMRO Investment Solutions
$472K – – –
PA
296
Pinnacle Associates
New York
$464K -$6.46K -190 -2%
CC
297
Centiva Capital
New York
$456K -$35.7K -1,051 -8%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$436K +$748 +22 +0.2%
ASN
299
Advisory Services Network
Georgia
$436K +$33.2K +975 +9%
RIL
300
Rothschild Investment LLC
Illinois
$434K – – –
10 11
12
13 14

EQH Hedge Fund Activity: Q1 2024 in Review

448 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2024, worth a combined $11.9B — up 7.7% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EQH positions and 44 closed out — a net gain of 28 holders — while 124 added to existing stakes and 192 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $70M. The largest seller was Wellington Management Group, cutting an estimated $131M.

  • 448 institutional investors held Equitable Holdings (EQH) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $11.9B of Equitable Holdings stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 72 funds opened new Equitable Holdings positions in Q1 2024 and 44 closed out, a net change of +28 holders.
  • The largest Equitable Holdings buyer in Q1 2024 was Viking Global Investors, an estimated $70M added.
  • The largest Equitable Holdings seller in Q1 2024 was Wellington Management Group, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2024.