Equitable Holdings
EQH
255 hedge funds and large institutions have $6.96B invested in Equitable Holdings in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 48 closing their positions.
2,031% more call options, than puts
Call options by funds: $9.48M | Put options by funds: $445K
53% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 72
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
8% more capital invested
Capital invested by funds: $6.45B → $6.96B (+$506M)
1.05% more ownership
Funds ownership: 62.9% → 63.95% (+1%)
3% less funds holding
Funds holding: 264 → 255 (-9)
17% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$234M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$93.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$66.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$128M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$120M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$80.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$54.2M |
EQH Hedge Fund Activity: Q3 2019 in Review
255 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q3 2019, worth a combined $6.96B — up 7.8% from $6.45B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of EQH and 40 opened new positions — a net loss of 8 holders — while 72 trimmed existing stakes and 110 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $234M. The largest seller was Wellington Management Group, cutting an estimated $128M.
- 255 institutional investors held Equitable Holdings (EQH) as of Q3 2019, down from 264 in Q2 2019.
- Funds reported $6.96B of Equitable Holdings stock for Q3 2019, up 7.8% quarter-over-quarter.
- 40 funds opened new Equitable Holdings positions in Q3 2019 and 48 closed out, a net change of -8 holders.
- The largest Equitable Holdings buyer in Q3 2019 was T. Rowe Price Associates, an estimated $234M added.
- The largest Equitable Holdings seller in Q3 2019 was Wellington Management Group, an estimated $128M sold.
Based on aggregated 13F filings for Q3 2019.