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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
Goldman Sachs
1
Goldman Sachs
New York
$391M +$89.3M +1,097,239 +37%
TCA
2
Tortoise Capital Advisors
Kansas
$369M +$95.8M +1,177,267 +45%
O
3
OppenheimerFunds
New York
$298M +$72M +885,091 +40%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$256M +$215M +2,644,100 New
AA
5
ALPS Advisors
Colorado
$203M +$170M +2,095,079 New
HFA
6
Harvest Fund Advisors
Pennsylvania
$181M +$26.2M +321,539 +21%
SCA
7
Salient Capital Advisors
Texas
$126M +$23.5M +288,933 +28%
CCCA
8
Center Coast Capital Advisors
Texas
$110M +$39M +479,664 +73%
CS
9
Credit Suisse
Switzerland
$109M +$25.8M +317,518 +39%
Morgan Stanley
10
Morgan Stanley
New York
$103M +$2M +24,555 +2%
AR
11
Advisory Research
Illinois
$101M +$8.62M +105,950 +11%
Citigroup
12
Citigroup
New York
$87.9M +$25.7M +315,761 +53%
EIP
13
Energy Income Partners
Connecticut
$84.8M -$2.5M -30,730 -3%
CCM
14
Chickasaw Capital Management
Tennessee
$81M +$63.9M +784,790 +1,497%
Jennison Associates
15
Jennison Associates
New York
$68.2M +$46.7M +574,458 +441%
U
16
UBS
Switzerland
$67.4M +$39.1M +480,926 +222%
NIM
17
NXG Investment Management
Texas
$64.5M +$8.1M +99,522 +18%
Cohen & Steers
18
Cohen & Steers
New York
$62.6M +$240K +2,954 +0.5%
ClearBridge Investments
19
ClearBridge Investments
New York
$59.3M -$3.53M -43,440 -7%
BC
20
Brookfield Corp
Ontario, Canada
$57.1M -$4.41M -54,200 -8%
DAC
21
Dividend Assets Capital
South Carolina
$56.5M +$430K +5,290 +0.9%
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$56.1M -$7.33M -90,106 -13%
KACA
23
Kayne Anderson Capital Advisors
California
$49.3M +$41.5M +509,900 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$45.3M -$11.1M -136,728 -23%
JP Morgan Chase
25
JP Morgan Chase
New York
$45M +$16M +196,780 +73%

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.