Workplace Equality Portfolio
EQLT
EQLT was delisted on the 26th of April, 2019.
16 hedge funds and large institutions have $9.89M invested in Workplace Equality Portfolio in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6% less funds holding
Funds holding: 17 → 16 (-1)
10% less capital invested
Capital invested by funds: $11M → $9.89M (-$1.12M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$241K |
| 2 |
Jane Street
New York
|
+$88.1K |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$69.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$67.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$95.8K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$12K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.8K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$9.35K |
| 5 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$4K |
EQLT Hedge Fund Activity: Q4 2018 in Review
16 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Workplace Equality Portfolio (EQLT) for Q4 2018, worth a combined $9.89M — down 10% from $11M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EQLT and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $241K. The largest seller was LPL Financial, cutting an estimated $95.8K.
- 16 institutional investors held Workplace Equality Portfolio (EQLT) as of Q4 2018, down from 17 in Q3 2018.
- Funds reported $9.89M of Workplace Equality Portfolio stock for Q4 2018, down 10% quarter-over-quarter.
- 3 funds opened new Workplace Equality Portfolio positions in Q4 2018 and 4 closed out, a net change of -1 holder.
- The largest Workplace Equality Portfolio buyer in Q4 2018 was Citadel Advisors, an estimated $241K added.
- The largest Workplace Equality Portfolio seller in Q4 2018 was LPL Financial, an estimated $95.8K sold.
Based on aggregated 13F filings for Q4 2018.