Equitable Holdings
EQH
424 hedge funds and large institutions have $11.1B invested in Equitable Holdings in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 136 increasing their positions, 153 reducing their positions, and 43 closing their positions.
326% more call options, than puts
Call options by funds: $16.7M | Put options by funds: $3.92M
95% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 43
17% more capital invested
Capital invested by funds: $9.46B → $11.1B (+$1.63B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more funds holding
Funds holding: 386 → 424 (+38)
2.7% more ownership
Funds ownership: 95.85% → 98.55% (+2.7%)
11% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$212M |
| 2 |
State Street
Boston,
Massachusetts
|
+$118M |
| 3 |
BlackRock
New York
|
+$99.4M |
| 4 |
Morgan Stanley
New York
|
+$95.3M |
| 5 |
Bank of New York Mellon
New York
|
+$52.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sessa Capital
New York
|
-$176M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$175M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$138M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$94.9M |
| 5 |
ClearBridge Investments
New York
|
-$53.9M |
EQH Hedge Fund Activity: Q4 2023 in Review
424 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2023, worth a combined $11.1B — up 17% from $9.46B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EQH positions and 43 closed out — a net gain of 41 holders — while 136 added to existing stakes and 153 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $212M. The largest seller was Sessa Capital, cutting an estimated $176M.
- 424 institutional investors held Equitable Holdings (EQH) as of Q4 2023, up from 386 in Q3 2023.
- Funds reported $11.1B of Equitable Holdings stock for Q4 2023, up 17% quarter-over-quarter.
- 84 funds opened new Equitable Holdings positions in Q4 2023 and 43 closed out, a net change of +41 holders.
- The largest Equitable Holdings buyer in Q4 2023 was HSBC Holdings, an estimated $212M added.
- The largest Equitable Holdings seller in Q4 2023 was Sessa Capital, an estimated $176M sold.
Based on aggregated 13F filings for Q4 2023.