Equitable Holdings
EQH
244 hedge funds and large institutions have $5.48B invested in Equitable Holdings in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 120 increasing their positions, 36 reducing their positions, and 26 closing their positions.
594% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $2.08M
233% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 36
162% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 26
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
40% more capital invested
Capital invested by funds: $3.92B → $5.48B (+$1.56B)
20% more funds holding
Funds holding: 203 → 244 (+41)
10.03% more ownership
Funds ownership: 42.18% → 52.2% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$146M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.4M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$56.9M |
| 4 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
+$45.6M |
| 5 |
Pzena Investment Management
New York
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$24.1M |
| 2 |
GC
Gillson Capital
Chicago,
Illinois
|
-$20.6M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$16.6M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$14M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$13.9M |
EQH Hedge Fund Activity: Q1 2019 in Review
244 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q1 2019, worth a combined $5.48B — up 40% from $3.92B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new EQH positions and 26 closed out — a net gain of 42 holders — while 120 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $146M. The largest seller was TIAA CREF Investment Management, cutting an estimated $24.1M.
- 244 institutional investors held Equitable Holdings (EQH) as of Q1 2019, up from 203 in Q4 2018.
- Funds reported $5.48B of Equitable Holdings stock for Q1 2019, up 40% quarter-over-quarter.
- 68 funds opened new Equitable Holdings positions in Q1 2019 and 26 closed out, a net change of +42 holders.
- The largest Equitable Holdings buyer in Q1 2019 was BlackRock, an estimated $146M added.
- The largest Equitable Holdings seller in Q1 2019 was TIAA CREF Investment Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2019.