Equitable Holdings
142 hedge funds and large institutions have $3.67B invested in Equitable Holdings in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 17 closing their positions.
1,013% more call options, than puts
Call options by funds: $5.23M | Put options by funds: $470K
153% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 17
31% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 39
21% more funds holding
Funds holding: 117 → 142 (+25)
1% more capital invested
Capital invested by funds: $3.63B → $3.67B (+$39.8M)
1.19% less ownership
Funds ownership: 31.69% → 30.5% (-1.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$172M |
| 2 |
State Street
Boston,
Massachusetts
|
+$54.6M |
| 3 |
Pzena Investment Management
New York
|
+$51.6M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$30.7M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$171M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$67.7M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$58.8M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$51.5M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$50.7M |
EQH Hedge Fund Activity: Q3 2018 in Review
142 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2018, worth a combined $3.67B — up 1.1% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EQH positions and 17 closed out — a net gain of 26 holders — while 51 added to existing stakes and 39 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $172M. The largest seller was Citadel Advisors, cutting an estimated $171M.
- 142 institutional investors held Equitable Holdings (EQH) as of Q3 2018, up from 117 in Q2 2018.
- Funds reported $3.67B of Equitable Holdings stock for Q3 2018, up 1.1% quarter-over-quarter.
- 43 funds opened new Equitable Holdings positions in Q3 2018 and 17 closed out, a net change of +26 holders.
- The largest Equitable Holdings buyer in Q3 2018 was T. Rowe Price Associates, an estimated $172M added.
- The largest Equitable Holdings seller in Q3 2018 was Citadel Advisors, an estimated $171M sold.
Based on aggregated 13F filings for Q3 2018.