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EQM

EQM Midstream Partners, LP
EQM

Delisted

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

153 hedge funds and large institutions have $2.33B invested in EQM Midstream Partners, LP in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $7.52M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

1% more funds holding

Funds holding: 152153 (+1)

7% less capital invested

Capital invested by funds: $2.5B → $2.33B (-$177M)

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
32
Increased
40
Reduced
54
Closed
30
Calls
$17.7M
Puts
$7.52M
Net Calls
+$10.2M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$347M -$72.3M -2,599,625 -18%
Invesco
2
Invesco
Georgia
$303M +$18.8M +677,315 +7%
AA
3
ALPS Advisors
Colorado
$297M -$1.59M -56,996 -0.6%
Goldman Sachs
4
Goldman Sachs
New York
$196M -$28.5M -1,025,863 -14%
HFA
5
Harvest Fund Advisors
Pennsylvania
$129M +$49.9M +1,795,064 +72%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$86.7M +$41.3M +1,485,200 +105%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$77.3M +$11.4M +409,830 +19%
Morgan Stanley
8
Morgan Stanley
New York
$72.3M +$39M +1,402,581 +138%
UBS Group
9
UBS Group
Switzerland
$68.8M -$7.45M -267,941 -10%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$63.7M +$17.3M +620,210 +41%
NIM
11
NXG Investment Management
Texas
$57.9M +$20M +718,822 +59%
KACA
12
Kayne Anderson Capital Advisors
California
$49.9M +$5.27M +189,300 +13%
Bank of America
13
Bank of America
North Carolina
$47.8M -$3.99M -143,506 -8%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$44.6M -$16.1M -577,574 -28%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$40.5M +$9.66M +347,080 +34%
ClearBridge Investments
16
ClearBridge Investments
New York
$28.3M
NMIMC
17
Northwestern Mutual Investment Management Company
Wisconsin
$26.6M
JP Morgan Chase
18
JP Morgan Chase
New York
$26.1M -$4.35M -156,235 -15%
Wells Fargo
19
Wells Fargo
California
$19.3M +$5.11M +183,652 +40%
First Trust Advisors
20
First Trust Advisors
Illinois
$18M +$8.52M +306,269 +103%
BlackRock
21
BlackRock
New York
$17.3M -$164K -5,913 -1%
ZP
22
Zimmer Partners
New York
$15.7M -$3.58M -128,860 -20%
CCM
23
Cadence Capital Management
Massachusetts
$15M +$399K +14,343 +3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$14.4M +$11M +393,715 +451%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.1M -$2.99M -107,521 -19%

EQM Hedge Fund Activity: Q4 2019 in Review

153 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in EQM Midstream Partners, LP (EQM) for Q4 2019, worth a combined $2.33B — down 7.1% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EQM positions and 30 closed out — a net gain of 2 holders — while 40 added to existing stakes and 54 trimmed.

The largest buyer was Harvest Fund Advisors, adding an estimated $49.9M. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $114M sold.

  • 153 institutional investors held EQM Midstream Partners, LP (EQM) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $2.33B of EQM Midstream Partners, LP stock for Q4 2019, down 7.1% quarter-over-quarter.
  • 32 funds opened new EQM Midstream Partners, LP positions in Q4 2019 and 30 closed out, a net change of +2 holders.
  • The largest EQM Midstream Partners, LP buyer in Q4 2019 was Harvest Fund Advisors, an estimated $49.9M added.
  • The largest EQM Midstream Partners, LP seller in Q4 2019 was Brookfield Public Securities Group, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2019.