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EQM

EQM Midstream Partners, LP
EQM

Delisted

EQM was delisted on the 16th of June, 2020.

130 hedge funds and large institutions have $3.65B invested in EQM Midstream Partners, LP in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $3.02M

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

101% more capital invested

Capital invested by funds: $1.82B → $3.65B (+$1.83B)

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

21% more funds holding

Funds holding: 107130 (+23)

Holders
130
Holders Change
+23
Holders Change %
+21.5%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
32
Increased
48
Reduced
36
Closed
9
Calls
$14.5M
Puts
$3.02M
Net Calls
+$11.5M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
Heritage Wealth Advisors
Virginia
$405K -$3.17K -39 -0.9%
PAG
102
Private Advisor Group
New Jersey
$338K -$86.5K -1,063 -23%
Rafferty Asset Management
103
Rafferty Asset Management
New York
$330K +$277K +3,408 New
PPA
104
Parametric Portfolio Associates
Washington
$316K +$266K +3,268 New
Creative Planning
105
Creative Planning
Kansas
$310K -$16.3K -200 -6%
FBC
106
Fairfield, Bush & Co
Connecticut
$266K +$224K +2,750 New
RNS
107
Robert N. Shapiro
$239K +$61K +749 +43%
FAM
108
Fiduciary Asset Management
Missouri
$232K +$195K +2,400 New
AllianceBernstein
109
AllianceBernstein
Tennessee
$223K
STC
110
SEI Trust Company
Pennsylvania
$220K +$185K +2,270 New
OC
111
Oppenheimer & Co
New York
$217K +$182K +2,242 New
SG Americas Securities
112
SG Americas Securities
New York
$174K +$146K +1,800 New
AIG
113
American International Group
New York
$174K -$5.21K -64 -3%
IRS
114
Invictus RG (Singapore)
Singapore
$164K +$138K +1,700 New
SNT
115
Security National Trust
West Virginia
$145K
SAM
116
Solaris Asset Management
New York
$135K +$114K +1,400 New
CTC
117
Central Trust Company
Missouri
$103K
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$99K
Invesco
119
Invesco
Georgia
$69K +$58.4K +718 New
FHA
120
First Horizon Advisors
Tennessee
$60K +$8.38K +103 +20%
BRWM
121
B. Riley Wealth Management
Tennessee
$59K +$50K +615 New
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$49K +$41.3K +508 New
Ameriprise
123
Ameriprise
Minnesota
$41K +$28K +344 +441%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$30K -$9.44K -116 -27%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$27K -$4.07K -50 -15%

EQM Hedge Fund Activity: Q2 2014 in Review

130 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in EQM Midstream Partners, LP (EQM) for Q2 2014, worth a combined $3.65B — up 101% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EQM positions and 9 closed out — a net gain of 23 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $215M. The largest seller was Williams Jones & Associates, cutting an estimated $35.7M.

  • 130 institutional investors held EQM Midstream Partners, LP (EQM) as of Q2 2014, up from 107 in Q1 2014.
  • Funds reported $3.65B of EQM Midstream Partners, LP stock for Q2 2014, up 101% quarter-over-quarter.
  • 32 funds opened new EQM Midstream Partners, LP positions in Q2 2014 and 9 closed out, a net change of +23 holders.
  • The largest EQM Midstream Partners, LP buyer in Q2 2014 was Fidelity Investments, an estimated $215M added.
  • The largest EQM Midstream Partners, LP seller in Q2 2014 was Williams Jones & Associates, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2014.