We are live on ! Find out more
EQH icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
244
Holders Change
+41
Holders Change %
+20.2%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
68
Increased
120
Reduced
36
Closed
26
Calls
$14.5M
Puts
$2.08M
Net Calls
+$12.4M
Net Calls Change
+$4.13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$146M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$57.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$56.9M
4
ECP
Empyrean Capital Partners
California
+$45.6M
5
Pzena Investment Management
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
Illinois
-$20.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.6M
4
LCM
Laurion Capital Management
New York
-$14M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
$527K -$790K -41,394 -61%
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$519K +$492K +25,770 New
SOADOR
178
State of Alaska Department of Revenue
Alaska
$517K +$88.9K +4,657 +22%
WBC
179
Westpac Banking Corp
Australia
$514K – – –
GCP
180
GSA Capital Partners
United Kingdom
$505K +$478K +25,066 New
NAM
181
Nissay Asset Management
Japan
$484K +$19.8K +1,038 +5%
AB
182
Amalgamated Bank
New York
$457K +$21.3K +1,116 +5%
PCM
183
Prelude Capital Management
New York
$449K -$405K -21,224 -49%
PCM
184
Prana Capital Management
Connecticut
$424K +$402K +21,048 New
CCM
185
Corsair Capital Management
New York
$381K +$361K +18,922 New
EIP
186
Easterly Investment Partners
Massachusetts
$338K +$321K +16,797 New
SPIA
187
Steward Partners Investment Advisory
New York
$321K +$305K +15,975 New
GAM
188
Gotham Asset Management
New York
$294K +$278K +14,573 New
Stifel Financial
189
Stifel Financial
Missouri
$280K +$259K +13,576 New
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$233K +$2.1K +110 +1%
LC
191
Loews Corp
New York
$226K +$215K +11,243 New
Macquarie Group
192
Macquarie Group
Australia
$213K +$3.42K +179 +2%
II
193
IFM Investors
Australia
$209K – – –
Daiwa Securities Group
194
Daiwa Securities Group
Japan
$200K – – –
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$190K +9,940 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$190K +$38.5K +2,015 +27%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$176K +$167K +8,728 New
Nordea Investment Management
198
Nordea Investment Management
Sweden
$160K – – –
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$153K +$10K +524 +7%
IUHSA
200
Itau Unibanco Holding S.A.
Brazil
$123K – – –
6 7
8
9 10

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.