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EQM

EQM Midstream Partners, LP
EQM

Delisted

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

176 hedge funds and large institutions have $3.52B invested in EQM Midstream Partners, LP in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $7.61M

4% less capital invested

Capital invested by funds: $3.66B → $3.52B (-$139M)

3% less funds holding

Funds holding: 182176 (-6)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

28% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 72

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
17
Increased
52
Reduced
72
Closed
22
Calls
$23.2M
Puts
$7.61M
Net Calls
+$15.6M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$659M +$41.6M +923,585 +7%
Invesco
2
Invesco
Georgia
$403M +$401M +8,899,503 +7,336%
Goldman Sachs
3
Goldman Sachs
New York
$399M +$31.2M +692,675 +8%
AA
4
ALPS Advisors
Colorado
$323M -$28.6M -635,811 -8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$149M -$51.2M -1,138,447 -25%
BC
6
Brookfield Corp
Ontario, Canada
$144M +$33.2M +736,941 +30%
UBS Group
7
UBS Group
Switzerland
$99.1M -$33.2M -737,319 -25%
Bank of America
8
Bank of America
North Carolina
$89.4M +$4.61M +102,534 +5%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$88.4M +$5.53M +122,814 +7%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$82.8M +$3.11M +68,996 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$79.3M -$12.1M -269,873 -13%
KACA
12
Kayne Anderson Capital Advisors
California
$73.3M -$9.17M -203,800 -11%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$68.6M -$2.7M -60,057 -4%
Morgan Stanley
14
Morgan Stanley
New York
$63.7M +$37.8M +838,799 +143%
NIM
15
NXG Investment Management
Texas
$50.6M -$4.49M -99,735 -8%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$49M -$1.57M -34,817 -3%
CS
17
Credit Suisse
Switzerland
$44.4M +$3.07M +68,196 +7%
ZP
18
Zimmer Partners
New York
$42.1M -$1.09M -24,296 -3%
EGA
19
Eagle Global Advisors
Texas
$39.6M +$21.5M +476,781 +117%
ClearBridge Investments
20
ClearBridge Investments
New York
$37.7M +$45 +1 +0%
AR
21
Advisory Research
Illinois
$34M +$2.28M +50,554 +7%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$32M -$134K -2,976 -0.4%
Wells Fargo
23
Wells Fargo
California
$28M +$16.6M +369,597 +144%
SCA
24
Salient Capital Advisors
Texas
$28M -$18.6M -412,812 -40%
Barclays
25
Barclays
United Kingdom
$21.5M -$18.4M -409,710 -46%

EQM Hedge Fund Activity: Q2 2019 in Review

176 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in EQM Midstream Partners, LP (EQM) for Q2 2019, worth a combined $3.52B — down 3.8% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EQM and 17 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 52 added.

The largest buyer was Invesco, adding an estimated $401M. The largest seller was Neuberger Berman Group, cutting an estimated $51.2M.

  • 176 institutional investors held EQM Midstream Partners, LP (EQM) as of Q2 2019, down from 182 in Q1 2019.
  • Funds reported $3.52B of EQM Midstream Partners, LP stock for Q2 2019, down 3.8% quarter-over-quarter.
  • 17 funds opened new EQM Midstream Partners, LP positions in Q2 2019 and 22 closed out, a net change of -5 holders.
  • The largest EQM Midstream Partners, LP buyer in Q2 2019 was Invesco, an estimated $401M added.
  • The largest EQM Midstream Partners, LP seller in Q2 2019 was Neuberger Berman Group, an estimated $51.2M sold.

Based on aggregated 13F filings for Q2 2019.