Equitable Holdings
278 hedge funds and large institutions have $10.1B invested in Equitable Holdings in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 57 reducing their positions, and 40 closing their positions.
2,342% more call options, than puts
Call options by funds: $8.52M | Put options by funds: $349K
132% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 57
78% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 40
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
45% more capital invested
Capital invested by funds: $6.96B → $10.1B (+$3.13B)
19.31% more ownership
Funds ownership: 63.95% → 83.26% (+19%)
9% more funds holding
Funds holding: 255 → 278 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$410M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$355M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$324M |
| 4 |
BlackRock
New York
|
+$263M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$255M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$61.7M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$37.8M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$27.3M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$25.3M |
EQH Hedge Fund Activity: Q4 2019 in Review
278 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Equitable Holdings (EQH) for Q4 2019, worth a combined $10.1B — up 45% from $6.96B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new EQH positions and 40 closed out — a net gain of 31 holders — while 132 added to existing stakes and 57 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $410M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $255M sold.
- 278 institutional investors held Equitable Holdings (EQH) as of Q4 2019, up from 255 in Q3 2019.
- Funds reported $10.1B of Equitable Holdings stock for Q4 2019, up 45% quarter-over-quarter.
- 71 funds opened new Equitable Holdings positions in Q4 2019 and 40 closed out, a net change of +31 holders.
- The largest Equitable Holdings buyer in Q4 2019 was T. Rowe Price Associates, an estimated $410M added.
- The largest Equitable Holdings seller in Q4 2019 was Thornburg Investment Management, an estimated $255M sold.
Based on aggregated 13F filings for Q4 2019.