Equitable Holdings
391 hedge funds and large institutions have $8.93B invested in Equitable Holdings in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 156 reducing their positions, and 68 closing their positions.
68% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $7.3M
0.05% less ownership
Funds ownership: 97.63% → 97.58% (-0.05%)
5% less funds holding
Funds holding: 413 → 391 (-22)
12% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 156
13% less capital invested
Capital invested by funds: $10.2B → $8.93B (-$1.32B)
25% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 68
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$194M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$37.4M |
| 4 |
BlackRock
New York
|
+$36.1M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$129M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.5M |
| 3 |
Goldman Sachs
New York
|
-$52.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$52M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.3M |
EQH Hedge Fund Activity: Q1 2023 in Review
391 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2023, worth a combined $8.93B — down 13% from $10.2B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of EQH and 51 opened new positions — a net loss of 17 holders — while 156 trimmed existing stakes and 137 added.
The largest buyer was First Trust Advisors, adding an estimated $194M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $129M.
- 391 institutional investors held Equitable Holdings (EQH) as of Q1 2023, down from 413 in Q4 2022.
- Funds reported $8.93B of Equitable Holdings stock for Q1 2023, down 13% quarter-over-quarter.
- 51 funds opened new Equitable Holdings positions in Q1 2023 and 68 closed out, a net change of -17 holders.
- The largest Equitable Holdings buyer in Q1 2023 was First Trust Advisors, an estimated $194M added.
- The largest Equitable Holdings seller in Q1 2023 was Thrivent Financial for Lutherans, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2023.