Equitable Holdings
413 hedge funds and large institutions have $10.2B invested in Equitable Holdings in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 42 closing their positions.
397% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $2.59M
74% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 42
11% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 136
6% more funds holding
Funds holding: 388 → 413 (+25)
6% more capital invested
Capital invested by funds: $9.69B → $10.2B (+$555M)
0.3% less ownership
Funds ownership: 97.93% → 97.63% (-0.3%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$154M |
| 2 |
BlackRock
New York
|
+$53.3M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$22.5M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$21.6M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
+$18.5M |
Top Sellers
| 1 |
SC
Samlyn Capital
New York
|
-$89.8M |
| 2 |
Neuberger Berman Group
New York
|
-$85.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$52.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$31.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
451
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$1K | -52 | Closed |
|
|
HPC
452
HM Payson & Co
Portland,
Maine
| – | -$1K | -44 | Closed |
|
|
HH
453
HWG Holdings
Houston,
Texas
| – | -$1K | -19 | Closed |
|
454
Jones Financial Companies
Des Peres,
Missouri
| – | +$178 | +6 | New |
|
EQH Hedge Fund Activity: Q4 2022 in Review
413 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2022, worth a combined $10.2B — up 5.7% from $9.69B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new EQH positions and 42 closed out — a net gain of 31 holders — while 151 added to existing stakes and 136 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $154M. The largest seller was Samlyn Capital, cutting an estimated $89.8M.
- 413 institutional investors held Equitable Holdings (EQH) as of Q4 2022, up from 388 in Q3 2022.
- Funds reported $10.2B of Equitable Holdings stock for Q4 2022, up 5.7% quarter-over-quarter.
- 73 funds opened new Equitable Holdings positions in Q4 2022 and 42 closed out, a net change of +31 holders.
- The largest Equitable Holdings buyer in Q4 2022 was Viking Global Investors, an estimated $154M added.
- The largest Equitable Holdings seller in Q4 2022 was Samlyn Capital, an estimated $89.8M sold.
Based on aggregated 13F filings for Q4 2022.