Equitable Holdings
264 hedge funds and large institutions have $6.45B invested in Equitable Holdings in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 135 increasing their positions, 52 reducing their positions, and 35 closing their positions.
2,759% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $379K
160% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 52
69% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 35
18% more capital invested
Capital invested by funds: $5.48B → $6.45B (+$976M)
10.69% more ownership
Funds ownership: 52.2% → 62.89% (+11%)
8% more funds holding
Funds holding: 244 → 264 (+20)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$278M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$188M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$176M |
| 4 |
BlackRock
New York
|
+$80.6M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$69.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$123M |
| 2 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$48.1M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$47.1M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$33.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.8M |
EQH Hedge Fund Activity: Q2 2019 in Review
264 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q2 2019, worth a combined $6.45B — up 18% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EQH positions and 35 closed out — a net gain of 24 holders — while 135 added to existing stakes and 52 trimmed.
The largest buyer was Invesco, adding an estimated $278M. The largest seller was Citadel Advisors, cutting an estimated $123M.
- 264 institutional investors held Equitable Holdings (EQH) as of Q2 2019, up from 244 in Q1 2019.
- Funds reported $6.45B of Equitable Holdings stock for Q2 2019, up 18% quarter-over-quarter.
- 59 funds opened new Equitable Holdings positions in Q2 2019 and 35 closed out, a net change of +24 holders.
- The largest Equitable Holdings buyer in Q2 2019 was Invesco, an estimated $278M added.
- The largest Equitable Holdings seller in Q2 2019 was Citadel Advisors, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2019.