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Equitable Holdings
EQH

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
448
Holders Change
+24
Holders Change %
+5.66%
% of All Funds
6.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
72
Increased
124
Reduced
192
Closed
44
Calls
$8.68M
Puts
$578K
Net Calls
+$8.1M
Net Calls Change
-$4.67M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$70M
2
WP
Woodline Partners
California
+$40.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$30.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$29.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
Fidelity International
Fidelity International
Bermuda
-$97.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
426
Sachetta
Massachusetts
$2.33K – – –
WIA
427
Wetzel Investment Advisors
Indiana
$2.17K – – –
DPW
428
DiNuzzo Private Wealth
Pennsylvania
$2.13K +$68 +2 +4%
VCM
429
Versant Capital Management
Arizona
$2.02K – – –
CMP
430
Coston McIsaac & Partners
Maine
$2K – – –
CAL
431
Capital Advisors Ltd
Ohio
$2K +$1.67K +49 +306%
VWA
432
Valued Wealth Advisors
Utah
$1.9K +$1.43K +42 +525%
FHA
433
First Horizon Advisors
Tennessee
$1.75K – – –
IRC
434
Investors Research Corp
Georgia
$1.6K – – –
AF
435
Allworth Financial
California
$1.48K – – –
BHWM
436
Beaird Harris Wealth Management
Texas
$1.41K – – –
GFPC
437
Global Financial Private Client
Florida
$1.24K – – –
HCP
438
Hexagon Capital Partners
Arkansas
$1.18K -$3.23K -95 -75%
AW
439
Avion Wealth
Texas
$1K – – –
WT
440
Whittier Trust
California
$760 – – –
GEA
441
Glen Eagle Advisors
New Jersey
$747 – – –
WWP
442
WR Wealth Planners
Missouri
$570 +$510 +15 New
FGAM
443
Financial Gravity Asset Management
Texas
$539 +$510 +15 New
TWP
444
TFO Wealth Partners
Ohio
$532 – – –
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267 – – –
RCM
446
Raleigh Capital Management
North Carolina
$190 – – –
TFM
447
TFC Financial Management
Massachusetts
$77 +$68 +2 New
AWM
448
Abound Wealth Management
Tennessee
$40 – – –
Fidelity International
449
Fidelity International
Bermuda
– -$97.7M -2,934,345 Closed
ClearBridge Investments
450
ClearBridge Investments
New York
– -$36M -1,081,001 Closed
16 17
18
19 20

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.