Equitable Holdings
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.
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
Top Buyers
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 2 |
Morgan Stanley
New York
|
-$108M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$97.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$53.2M |
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.