Workplace Equality Portfolio
EQLT
EQLT was delisted on the 26th of April, 2019.
11 hedge funds and large institutions have $8.5M invested in Workplace Equality Portfolio in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
20% more capital invested
Capital invested by funds: $7.06M → $8.5M (+$1.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$886K |
| 2 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$135K |
| 3 |
LPL Financial
San Diego,
California
|
+$66.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32.7K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$426 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
1
Denver Investment Advisors
Denver,
Colorado
| $6.82M | +$135K | +4,133 | +2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $908K | +$886K | +27,069 | New |
|
|
3
LPL Financial
San Diego,
California
| $310K | +$66.2K | +2,023 | +28% |
|
|
AWM
4
Affinity Wealth Management
Wilmington,
Delaware
| $240K | – | – | – |
|
|
GI
5
Gradient Investments
Arden Hills,
Minnesota
| $116K | +$11.5K | +352 | +11% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $34K | +$32.7K | +1,000 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $27K | -$426 | -13 | -2% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $24K | – | – | – |
|
|
WIM
9
Westside Investment Management
Santa Monica,
California
| $16.7K | – | – | – |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
EQLT Hedge Fund Activity: Q2 2017 in Review
11 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Workplace Equality Portfolio (EQLT) for Q2 2017, worth a combined $8.5M — up 20% from $7.06M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EQLT positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $886K. The largest seller was Bank of America, cutting an estimated $426.
- 11 institutional investors held Workplace Equality Portfolio (EQLT) as of Q2 2017, up from 9 in Q1 2017.
- Funds reported $8.5M of Workplace Equality Portfolio stock for Q2 2017, up 20% quarter-over-quarter.
- 2 funds opened new Workplace Equality Portfolio positions in Q2 2017 and 0 closed out, a net change of +2 holders.
- The largest Workplace Equality Portfolio buyer in Q2 2017 was Susquehanna International Group, an estimated $886K added.
- The largest Workplace Equality Portfolio seller in Q2 2017 was Bank of America, an estimated $426 sold.
Based on aggregated 13F filings for Q2 2017.