Equitable Holdings
EQH
380 hedge funds and large institutions have $9.35B invested in Equitable Holdings in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 165 reducing their positions, and 58 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more call options, than puts
Call options by funds: $4.14M | Put options by funds: $3.26M
5% more capital invested
Capital invested by funds: $8.93B → $9.35B (+$425M)
0.57% less ownership
Funds ownership: 97.58% → 97.01% (-0.57%)
3% less funds holding
Funds holding: 391 → 380 (-11)
16% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 58
29% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sessa Capital
New York
|
+$107M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$92.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$70.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$64M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$101M |
| 2 |
BlackRock
New York
|
-$94M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$81.8M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$38.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OLVIG
426
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$4.77K | -188 | Closed |
|
427
Jones Financial Companies
Des Peres,
Missouri
| – | -$3.91K | -154 | Closed |
|
|
SC
428
Schubert & Co
Mckinney,
Texas
| – | -$3.38K | -133 | Closed |
|
|
CAL
429
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$3.09K | -122 | -88% |
|
|
JGIA
430
Jackson Grant Investment Advisers
Stamford,
Connecticut
| – | -$2.29K | -90 | Closed |
|
|
CTC
431
Central Trust Company
Jefferson City,
Missouri
| – | -$1.8K | -71 | Closed |
|
|
CFO
432
CVA Family Office
Denver,
Colorado
| – | -$1.65K | -65 | Closed |
|
|
BAAM
433
Baker Avenue Asset Management
San Francisco,
California
| – | -$559 | -22 | Closed |
|
|
FFC
434
First Financial Corp
Terre Haute,
Indiana
| – | -$532 | -21 | Closed |
|
|
2L
435
25 LLC
St. Louis,
Missouri
| – | -$472 | -20 | Closed |
|
|
AAS
436
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$492 | -19 | Closed |
|
437
Comerica Bank
Dallas,
Texas
| – | +$21.4M | +847,501 | New |
|
EQH Hedge Fund Activity: Q2 2023 in Review
380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2023, worth a combined $9.35B — up 4.8% from $8.93B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of EQH and 49 opened new positions — a net loss of 9 holders — while 165 trimmed existing stakes and 117 added.
The largest buyer was Sessa Capital, adding an estimated $107M. The largest seller was Viking Global Investors, exiting entirely with an estimated $101M sold.
- 380 institutional investors held Equitable Holdings (EQH) as of Q2 2023, down from 391 in Q1 2023.
- Funds reported $9.35B of Equitable Holdings stock for Q2 2023, up 4.8% quarter-over-quarter.
- 49 funds opened new Equitable Holdings positions in Q2 2023 and 58 closed out, a net change of -9 holders.
- The largest Equitable Holdings buyer in Q2 2023 was Sessa Capital, an estimated $107M added.
- The largest Equitable Holdings seller in Q2 2023 was Viking Global Investors, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2023.