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Equitable Holdings
EQH

398 hedge funds and large institutions have $11.6B invested in Equitable Holdings in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 164 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $6.56M

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

1.22% more ownership

Funds ownership: 95.16% → 96.38% (+1.2%)

0% more funds holding

Funds holding: 397 → 398 (+1)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

8% less capital invested

Capital invested by funds: $12.6B → $11.6B (-$1.02B)

13% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 164

Holders
398
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
57
Increased
142
Reduced
164
Closed
50
Calls
$10.7M
Puts
$6.56M
Net Calls
+$4.13M
Net Calls Change
+$13.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$94M
2
Goldman Sachs
Goldman Sachs
New York
+$58.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$47.2M
4
CIC
Chilton Investment Company
Connecticut
+$41.5M
5
Barclays
Barclays
United Kingdom
+$40.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$533M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$47.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$44.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.4M
5
AIM
Artemis Investment Management
United Kingdom
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$3K -$13.2K -399 -80%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$3K -$10.2K -309 -75%
FHA
378
First Horizon Advisors
Tennessee
$2K -$1.98K -60 -49%
BWM
379
BerganKDV Wealth Management
Minnesota
$2K – – –
CTC
380
Central Trust Company
Missouri
$2K – – –
FWM
381
Focused Wealth Management
New York
$2K +$33 +1 +2%
SC
382
Schubert & Co
Texas
$2K +$363 +11 +25%
CWP
383
Concord Wealth Partners
Virginia
$2K +$1.65K +50 New
CFD
384
Creative Financial Designs
Indiana
$2K +$2.17K +66 New
DI
385
Disciplined Investments
Oklahoma
$2K +$2.24K +68 New
GFPC
386
Global Financial Private Client
Florida
$1.02K – – –
TSW
387
Thompson Siegel & Walmsley
Virginia
$1K -$94.7K -2,872 -99%
AFG
388
Albion Financial Group
Utah
$1K -$692 -21 -50%
GWM
389
Geneos Wealth Management
Colorado
$1K – – –
IRC
390
Investors Research Corp
Georgia
$1K – – –
AA
391
Addison Advisors
Vermont
$1K +$297 +9 +24%
AWM
392
Atticus Wealth Management
Florida
$1K +$626 +19 New
PFS
393
Prospera Financial Services
Texas
$1K +$626 +19 New
T
394
TCWP
Ohio
$1K +$1.48K +45 New
Macquarie Group
395
Macquarie Group
Australia
$452 +$11.2K +341 +2%
Balyasny Asset Management
396
Balyasny Asset Management
Illinois
– -$47.5M -1,447,623 Closed
N
397
Natixis
France
– -$27.6M -841,934 Closed
ZP
398
Zimmer Partners
New York
– -$24.6M -750,000 Closed
FC
399
Full18 Capital
Connecticut
– -$5.88M -175,406 Closed
CA
400
Capitolis Advisors
New York
– -$4.37M -133,379 Closed
14 15
16
17 18

EQH Hedge Fund Activity: Q1 2022 in Review

398 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2022, worth a combined $11.6B — down 8.1% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EQH positions and 50 closed out — a net gain of 7 holders — while 142 added to existing stakes and 164 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $94M. The largest seller was T. Rowe Price Associates, cutting an estimated $533M.

  • 398 institutional investors held Equitable Holdings (EQH) as of Q1 2022, up from 397 in Q4 2021.
  • Funds reported $11.6B of Equitable Holdings stock for Q1 2022, down 8.1% quarter-over-quarter.
  • 57 funds opened new Equitable Holdings positions in Q1 2022 and 50 closed out, a net change of +7 holders.
  • The largest Equitable Holdings buyer in Q1 2022 was Select Equity Group, an estimated $94M added.
  • The largest Equitable Holdings seller in Q1 2022 was T. Rowe Price Associates, an estimated $533M sold.

Based on aggregated 13F filings for Q1 2022.