Equitable Holdings
EQH
203 hedge funds and large institutions have $3.92B invested in Equitable Holdings in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 83 increasing their positions, 24 reducing their positions, and 30 closing their positions.
422% more call options, than puts
Call options by funds: $10.2M | Put options by funds: $1.96M
246% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 24
207% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 30
43% more funds holding
Funds holding: 142 → 203 (+61)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11.67% more ownership
Funds ownership: 30.5% → 42.18% (+12%)
7% more capital invested
Capital invested by funds: $3.67B → $3.92B (+$246M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$183M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$136M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$113M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$95M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$94.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$62.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$51.2M |
| 3 |
TA
Teachers Advisors
New York
|
-$15.3M |
| 4 |
Neuberger Berman Group
New York
|
-$13.4M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$12.7M |
EQH Hedge Fund Activity: Q4 2018 in Review
203 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2018, worth a combined $3.92B — up 6.7% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new EQH positions and 30 closed out — a net gain of 62 holders — while 83 added to existing stakes and 24 trimmed.
The largest buyer was BlackRock, adding an estimated $183M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $62.3M sold.
- 203 institutional investors held Equitable Holdings (EQH) as of Q4 2018, up from 142 in Q3 2018.
- Funds reported $3.92B of Equitable Holdings stock for Q4 2018, up 6.7% quarter-over-quarter.
- 92 funds opened new Equitable Holdings positions in Q4 2018 and 30 closed out, a net change of +62 holders.
- The largest Equitable Holdings buyer in Q4 2018 was BlackRock, an estimated $183M added.
- The largest Equitable Holdings seller in Q4 2018 was Empyrean Capital Partners, an estimated $62.3M sold.
Based on aggregated 13F filings for Q4 2018.