Workplace Equality Portfolio
EQLT
EQLT was delisted on the 26th of April, 2019.
12 hedge funds and large institutions have $8.81M invested in Workplace Equality Portfolio in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 10 → 12 (+2)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
3% less capital invested
Capital invested by funds: $9.07M → $8.81M (-$258K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$253K |
| 2 |
LPL Financial
San Diego,
California
|
+$164K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$129K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$42.5K |
| 5 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$28.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9.21K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
1
Denver Investment Advisors
Denver,
Colorado
| $7.4M | +$28.3K | +800 | +0.4% |
|
|
2
LPL Financial
San Diego,
California
| $599K | +$164K | +4,620 | +39% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $259K | +$253K | +7,155 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $234K | -$1.03M | -29,193 | -82% |
|
|
GI
5
Gradient Investments
Arden Hills,
Minnesota
| $132K | +$129K | +3,631 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $105K | +$42.5K | +1,200 | +71% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $40K | -$2.59K | -73 | -6% |
|
|
WIM
8
Westside Investment Management
Santa Monica,
California
| $18.4K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | -$9.21K | -260 | -36% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
|
APA
11
American Portfolios Advisors
Holbrook,
New York
| $1.05K | +$1.03K | +29 | New |
|
EQLT Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Workplace Equality Portfolio (EQLT) for Q4 2017, worth a combined $8.81M — down 2.8% from $9.07M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQLT positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $253K. The largest seller was Susquehanna International Group, cutting an estimated $1.03M.
- 12 institutional investors held Workplace Equality Portfolio (EQLT) as of Q4 2017, up from 10 in Q3 2017.
- Funds reported $8.81M of Workplace Equality Portfolio stock for Q4 2017, down 2.8% quarter-over-quarter.
- 3 funds opened new Workplace Equality Portfolio positions in Q4 2017 and 0 closed out, a net change of +3 holders.
- The largest Workplace Equality Portfolio buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $253K added.
- The largest Workplace Equality Portfolio seller in Q4 2017 was Susquehanna International Group, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2017.