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EQM

EQM Midstream Partners, LP
EQM

Delisted

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

207 hedge funds and large institutions have $3.35B invested in EQM Midstream Partners, LP in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 64 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less funds holding

Funds holding: 223207 (-16)

20% less capital invested

Capital invested by funds: $4.21B → $3.35B (-$859M)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

23% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $30.4M

Holders
207
Holders Change
-16
Holders Change %
-7.17%
% of All Funds
4.74%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
29
Increased
85
Reduced
64
Closed
37
Calls
$23.4M
Puts
$30.4M
Net Calls
-$6.95M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$489M +$38.5M +567,332 +7%
AA
2
ALPS Advisors
Colorado
$272M -$18.3M -269,221 -6%
Goldman Sachs
3
Goldman Sachs
New York
$214M +$19.7M +290,655 +9%
EIP
4
Energy Income Partners
Connecticut
$207M +$7.57M +111,460 +3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$203M +$22.9M +338,115 +11%
KACA
6
Kayne Anderson Capital Advisors
California
$135M -$25.6M -377,500 -14%
O
7
OppenheimerFunds
New York
$129M -$13.5M -199,634 -8%
JP Morgan Chase
8
JP Morgan Chase
New York
$115M +$41.7M +614,562 +46%
HFA
9
Harvest Fund Advisors
Pennsylvania
$113M +$130M +1,915,472 New
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$97M +$5.55M +81,733 +5%
Bank of America
11
Bank of America
North Carolina
$95.7M +$30.1M +443,382 +38%
UBS Group
12
UBS Group
Switzerland
$94.3M +$21.5M +317,419 +25%
CCM
13
Chickasaw Capital Management
Tennessee
$78.4M +$2.13M +31,450 +2%
HCM
14
Hamlin Capital Management
New York
$68.9M +$2.35M +34,562 +3%
American Century Companies
15
American Century Companies
Missouri
$68M +$7.78M +114,684 +11%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$65.8M +$9.31M +137,215 +14%
WHG
17
Westwood Holdings Group
Texas
$62.9M +$1.61M +23,702 +2%
AR
18
Advisory Research
Illinois
$40.7M -$964K -14,201 -2%
Morgan Stanley
19
Morgan Stanley
New York
$39.1M -$61.7M -909,710 -58%
GXMC
20
Global X Management Company
New York
$36.7M +$4.27M +62,915 +11%
SCA
21
Salient Capital Advisors
Texas
$35.4M +$5.55M +81,809 +16%
MHI
22
Miller Howard Investments
New York
$33.1M -$15.2M -223,455 -28%
NIM
23
NXG Investment Management
Texas
$31.5M -$29.4M -432,476 -45%
IG
24
ING Group
Netherlands
$30M +$2.04M +30,000 +6%
ICA
25
Infrastructure Capital Advisors
New York
$25M +$81K +1,193 +0.3%

EQM Hedge Fund Activity: Q1 2018 in Review

207 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in EQM Midstream Partners, LP (EQM) for Q1 2018, worth a combined $3.35B — down 20% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EQM and 29 opened new positions — a net loss of 8 holders — while 64 trimmed existing stakes and 85 added.

The largest buyer was JP Morgan Chase, adding an estimated $41.7M. The largest seller was Blackstone Inc, exiting entirely with an estimated $148M sold.

  • 207 institutional investors held EQM Midstream Partners, LP (EQM) as of Q1 2018, down from 223 in Q4 2017.
  • Funds reported $3.35B of EQM Midstream Partners, LP stock for Q1 2018, down 20% quarter-over-quarter.
  • 29 funds opened new EQM Midstream Partners, LP positions in Q1 2018 and 37 closed out, a net change of -8 holders.
  • The largest EQM Midstream Partners, LP buyer in Q1 2018 was JP Morgan Chase, an estimated $41.7M added.
  • The largest EQM Midstream Partners, LP seller in Q1 2018 was Blackstone Inc, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2018.