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EQM

EQM Midstream Partners, LP
EQM

Delisted

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

107 hedge funds and large institutions have $1.82B invested in EQM Midstream Partners, LP in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.47B → $1.82B (+$346M)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

4% less funds holding

Funds holding: 111107 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

80% less call options, than puts

Call options by funds: $410K | Put options by funds: $2.06M

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
39
Reduced
37
Closed
14
Calls
$410K
Puts
$2.06M
Net Calls
-$1.65M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$207M +$19M +296,452 +11%
TCA
2
Tortoise Capital Advisors
Kansas
$185M +$20.1M +313,078 +13%
O
3
OppenheimerFunds
New York
$154M +$12.9M +200,538 +10%
HFA
4
Harvest Fund Advisors
Pennsylvania
$109M -$3.66M -57,033 -4%
Morgan Stanley
5
Morgan Stanley
New York
$73.4M +$7.52M +117,153 +13%
SCA
6
Salient Capital Advisors
Texas
$71.5M -$5.2M -81,059 -7%
AR
7
Advisory Research
Illinois
$66.3M -$613K -9,560 -1%
EIP
8
Energy Income Partners
Connecticut
$63.8M -$1.19M -18,619 -2%
CS
9
Credit Suisse
Switzerland
$57M -$3.34M -52,124 -6%
WJA
10
Williams Jones & Associates
New York
$56.1M +$31.1M +484,732 +155%
COPPSERS
11
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47.2M +$1.54M +24,056 +4%
ClearBridge Investments
12
ClearBridge Investments
New York
$46.1M -$2.7M -42,070 -6%
CCCA
13
Center Coast Capital Advisors
Texas
$45.9M +$8.13M +126,750 +24%
BC
14
Brookfield Corp
Ontario, Canada
$45.3M +$6.67M +104,000 +19%
Cohen & Steers
15
Cohen & Steers
New York
$45.3M +$906K +14,127 +2%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$43.3M +$38.8M +605,492 New
Citigroup
17
Citigroup
New York
$41.7M +$8.73M +136,029 +30%
DAC
18
Dividend Assets Capital
South Carolina
$40.7M +$1.95M +30,317 +6%
NIM
19
NXG Investment Management
Texas
$39.9M +$5.15M +80,245 +16%
MHI
20
Miller Howard Investments
New York
$28.8M +$1.37M +21,370 +6%
DPIM
21
Duff & Phelps Investment Management
Illinois
$22.2M
MLICM
22
Metropolitan Life Insurance Company (MetLife)
New York
$19.7M
JP Morgan Chase
23
JP Morgan Chase
New York
$18.9M -$22.8M -355,251 -57%
WHG
24
Westwood Holdings Group
Texas
$17.6M -$2.21M -34,396 -12%
First Trust Advisors
25
First Trust Advisors
Illinois
$16.2M +$14.8M +230,000 New

EQM Hedge Fund Activity: Q1 2014 in Review

107 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in EQM Midstream Partners, LP (EQM) for Q1 2014, worth a combined $1.82B — up 23% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EQM and 12 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 39 added.

The largest buyer was Williams Jones & Associates, adding an estimated $31.1M. The largest seller was Invesco, exiting entirely with an estimated $38.9M sold.

  • 107 institutional investors held EQM Midstream Partners, LP (EQM) as of Q1 2014, down from 111 in Q4 2013.
  • Funds reported $1.82B of EQM Midstream Partners, LP stock for Q1 2014, up 23% quarter-over-quarter.
  • 12 funds opened new EQM Midstream Partners, LP positions in Q1 2014 and 14 closed out, a net change of -2 holders.
  • The largest EQM Midstream Partners, LP buyer in Q1 2014 was Williams Jones & Associates, an estimated $31.1M added.
  • The largest EQM Midstream Partners, LP seller in Q1 2014 was Invesco, an estimated $38.9M sold.

Based on aggregated 13F filings for Q1 2014.