Workplace Equality Portfolio
EQLT
EQLT was delisted on the 26th of April, 2019.
7 hedge funds and large institutions have $5.42M invested in Workplace Equality Portfolio in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
37% more capital invested
Capital invested by funds: $3.97M → $5.42M (+$1.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$653K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$397K |
| 3 |
LPL Financial
San Diego,
California
|
+$300K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.21K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$328 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
1
Denver Investment Advisors
Denver,
Colorado
| $4.72M | +$653K | +23,890 | +16% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $391K | +$397K | +14,528 | New |
|
|
3
LPL Financial
San Diego,
California
| $289K | +$300K | +10,978 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | +$4.21K | +154 | +61% |
|
|
AIG
5
American International Group
New York
| $1K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$6K | -248 | Closed |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$328 | +12 | New |
|
EQLT Hedge Fund Activity: Q4 2015 in Review
7 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Workplace Equality Portfolio (EQLT) for Q4 2015, worth a combined $5.42M — up 37% from $3.97M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQLT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Denver Investment Advisors, adding an estimated $653K. The largest seller was UBS Group, exiting entirely with an estimated $6K sold.
- 7 institutional investors held Workplace Equality Portfolio (EQLT) as of Q4 2015, up from 5 in Q3 2015.
- Funds reported $5.42M of Workplace Equality Portfolio stock for Q4 2015, up 37% quarter-over-quarter.
- 3 funds opened new Workplace Equality Portfolio positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest Workplace Equality Portfolio buyer in Q4 2015 was Denver Investment Advisors, an estimated $653K added.
- The largest Workplace Equality Portfolio seller in Q4 2015 was UBS Group, an estimated $6K sold.
Based on aggregated 13F filings for Q4 2015.