Equitable Holdings
532 hedge funds and large institutions have $14.2B invested in Equitable Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 188 increasing their positions, 199 reducing their positions, and 45 closing their positions.
89% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 45
13% more capital invested
Capital invested by funds: $12.6B → $14.2B (+$1.68B)
6% more funds holding
Funds holding: 502 → 532 (+30)
2% more ownership
Funds ownership: 94.27% → 96.27% (+2%)
6% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 199
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
58% less call options, than puts
Call options by funds: $4.7M | Put options by funds: $11.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$153M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$63.2M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$58.3M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$57.1M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$381M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$106M |
| 3 |
SC
Sessa Capital
New York
|
-$68.4M |
| 4 |
BlackRock
New York
|
-$56.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$46.3M |
EQH Hedge Fund Activity: Q4 2024 in Review
532 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2024, worth a combined $14.2B — up 13% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new EQH positions and 45 closed out — a net gain of 40 holders — while 188 added to existing stakes and 199 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $153M. The largest seller was Pzena Investment Management, cutting an estimated $381M.
- 532 institutional investors held Equitable Holdings (EQH) as of Q4 2024, up from 502 in Q3 2024.
- Funds reported $14.2B of Equitable Holdings stock for Q4 2024, up 13% quarter-over-quarter.
- 85 funds opened new Equitable Holdings positions in Q4 2024 and 45 closed out, a net change of +40 holders.
- The largest Equitable Holdings buyer in Q4 2024 was Wellington Management Group, an estimated $153M added.
- The largest Equitable Holdings seller in Q4 2024 was Pzena Investment Management, an estimated $381M sold.
Based on aggregated 13F filings for Q4 2024.