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Equinix

667 hedge funds and large institutions have $26.9B invested in Equinix in 2018 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 246 increasing their positions, 246 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 56

6% more funds holding

Funds holding: 631667 (+36)

0% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 246

2.28% less ownership

Funds ownership: 102.12%99.84% (-2.3%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

20% less capital invested

Capital invested by funds: $33.6B → $26.9B (-$6.72B)

22% less call options, than puts

Call options by funds: $143M | Put options by funds: $182M

Holders
667
Holders Change
+36
Holders Change %
+5.71%
% of All Funds
14.86%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.62%
New
98
Increased
246
Reduced
246
Closed
56
Calls
$143M
Puts
$182M
Net Calls
-$39.7M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
626
Carroll Financial Associates
North Carolina
$14K +$3.51K +9 +28%
FC
627
Ferris Capital
Massachusetts
$13K -$7.41K -19 -33%
TWA
628
TCI Wealth Advisors
Arizona
$13K -$3.12K -8 -18%
PG
629
Patten Group
Tennessee
$13K +$14.4K +37 New
BOPW
630
Brandywine Oak Private Wealth
Pennsylvania
$13K +$14.8K +38 New
TCM
631
Tradewinds Capital Management
Washington
$12K
IIM
632
Ipswich Investment Management
Massachusetts
$11K +$11.7K +30 New
TCOV
633
Trust Company of Vermont
Vermont
$10K -$10.1K -26 -48%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$9.74K -25 -46%
VFA
635
Valeo Financial Advisors
Indiana
$10K +$3.12K +8 +38%
Schroder Investment Management Group
636
Schroder Investment Management Group
United Kingdom
$9.79K -$204K -523 -2%
PWMG
637
Prestige Wealth Management Group
New Jersey
$8K +$8.96K +23 New
SIA
638
SeaBridge Investment Advisors
New Jersey
$7K
CIA
639
CSat Investment Advisory
Michigan
$7K +$1.95K +5 +36%
KTC
640
Kistler-Tiffany Companies
Pennsylvania
$6K
RWA
641
River Wealth Advisors
Pennsylvania
$6K
FANJ
642
Financial Architects (New Jersey)
New Jersey
$6K +$390 +1 +7%
BL
643
Balentine LLC
Georgia
$6K +$6.24K +16 New
TFO
644
Tarbox Family Office
California
$5K -$1.17K -3 -19%
DBT
645
Dubuque Bank & Trust
Iowa
$5K
PMFA
646
Plante Moran Financial Advisors
Michigan
$5K +$1.95K +5 +56%
PWM
647
PRW Wealth Management
Massachusetts
$5K +$4.68K +12 New
WCM
648
WealthBridge Capital Management
Ohio
$5K +$5.07K +13 New
CFG
649
Citizens Financial Group
Rhode Island
$4K -$15.6K -40 -78%
TFA
650
Toth Financial Advisory
Virginia
$4K

EQIX Hedge Fund Activity: Q4 2018 in Review

667 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Equinix (EQIX) for Q4 2018, worth a combined $26.9B — down 20% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EQIX positions and 56 closed out — a net gain of 42 holders — while 246 added to existing stakes and 246 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $284M. The largest seller was SPO Advisory, cutting an estimated $269M.

  • 667 institutional investors held Equinix (EQIX) as of Q4 2018, up from 631 in Q3 2018.
  • Funds reported $26.9B of Equinix stock for Q4 2018, down 20% quarter-over-quarter.
  • 98 funds opened new Equinix positions in Q4 2018 and 56 closed out, a net change of +42 holders.
  • The largest Equinix buyer in Q4 2018 was Wellington Management Group, an estimated $284M added.
  • The largest Equinix seller in Q4 2018 was SPO Advisory, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2018.