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Equitable Holdings
EQH

117 hedge funds and large institutions have $3.63B invested in Equitable Holdings in 2018 Q2 according to their latest regulatory filings, with 117 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

31.69% more ownership

Funds ownership: 0% → 31.69% (+32%)

Holders
117
Holders Change
+117
Holders Change %
–
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.11%
New
117
Increased
–
Reduced
–
Closed
–
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
+$1.33M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$351M
2
Citadel Advisors
Citadel Advisors
Florida
+$341M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$298M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$269M
5
Pzena Investment Management
Pzena Investment Management
New York
+$250M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
1
Norges Bank
Norway
$340M +$351M +16,478,469 New
Citadel Advisors
2
Citadel Advisors
Florida
$330M +$341M +16,008,962 New
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$289M +$298M +14,000,000 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$260M +$269M +12,615,644 New
Pzena Investment Management
5
Pzena Investment Management
New York
$242M +$250M +11,750,490 New
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$237M +$244M +11,485,300 New
BlackRock
7
BlackRock
New York
$219M +$226M +10,611,493 New
O
8
OppenheimerFunds
New York
$175M +$180M +8,467,127 New
Invesco
9
Invesco
Georgia
$172M +$178M +8,360,079 New
TIM
10
Thornburg Investment Management
New Mexico
$171M +$176M +8,290,252 New
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$115M +$118M +5,566,082 New
Wellington Management Group
12
Wellington Management Group
Massachusetts
$94.2M +$97.3M +4,568,876 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$70M +$72.2M +3,394,038 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$68.1M +$70.3M +3,302,200 New
TCIM
15
TIAA CREF Investment Management
New York
$64.4M +$66.5M +3,125,973 New
ECP
16
Empyrean Capital Partners
California
$59.8M +$61.8M +2,902,190 New
Viking Global Investors
17
Viking Global Investors
Connecticut
$58.8M +$60.7M +2,853,500 New
LCM
18
Laurion Capital Management
New York
$51.5M +$53.2M +2,500,000 New
Millennium Management
19
Millennium Management
New York
$48.6M +$50.2M +2,356,990 New
Neuberger Berman Group
20
Neuberger Berman Group
New York
$40.5M +$41.9M +1,967,137 New
SC
21
Sessa Capital
New York
$39.2M +$40.4M +1,900,000 New
MIM
22
Monashee Investment Management
Massachusetts
$36.8M – – –
TA
23
Teachers Advisors
New York
$33.2M +$34.3M +1,611,358 New
State Street
24
State Street
Massachusetts
$26.7M +$27.6M +1,296,898 New
KCM
25
Kingstown Capital Management
New York
$25.8M +$26.6M +1,250,000 New
1
2 3 4 5

EQH Hedge Fund Activity: Q2 2018 in Review

117 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2018, worth a combined $3.63B.

Buyers outnumbered sellers: 117 funds opened new EQH positions and 0 closed out — a net gain of 117 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $351M.

  • 117 institutional investors held Equitable Holdings (EQH) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $3.63B of Equitable Holdings stock for Q2 2018.
  • 117 funds opened new Equitable Holdings positions in Q2 2018 and 0 closed out, a net change of +117 holders.
  • The largest Equitable Holdings buyer in Q2 2018 was Norges Bank, an estimated $351M added.

Based on aggregated 13F filings for Q2 2018.