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Equinor

236 hedge funds and large institutions have $1.64B invested in Equinor in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $7.73M

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.58B → $1.64B (+$56.8M)

0.23% less ownership

Funds ownership: 2.04%1.81% (-0.23%)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
40
Increased
67
Reduced
72
Closed
27
Calls
$18.9M
Puts
$7.73M
Net Calls
+$11.2M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1
EARNEST Partners
Georgia
$177M +$5.06M +196,199 +3%
Allianz Asset Management
2
Allianz Asset Management
Germany
$139M -$12.5M -485,584 -9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$104M -$61.8M -2,394,732 -39%
SCCM
4
Schafer Cullen Capital Management
New York
$73.6M +$14.8M +574,237 +28%
CS
5
Credit Suisse
Switzerland
$70.2M -$6.25M -242,109 -9%
MAA
6
Managed Account Advisors
New Jersey
$66.2M +$15.7K +609 +0%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$64.3M -$9.31M -360,866 -14%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$60.7M +$7.03M +272,350 +14%
JP Morgan Chase
9
JP Morgan Chase
New York
$59.2M +$17.7M +687,933 +49%
Invesco
10
Invesco
Georgia
$37.5M -$10.3M -398,895 -23%
MG
11
Mitchell Group
Texas
$35.1M -$6.58M -255,207 -17%
RO
12
Reservoir Operations
New York
$30.9M
VKH
13
Virtu KCG Holdings
New York
$30.4M +$17.5M +677,786 +170%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$29.7M
GF
15
Gabelli Funds
New York
$27.8M -$6.78M -262,900 -21%
Renaissance Technologies
16
Renaissance Technologies
New York
$27.5M -$37.8M -1,464,598 -60%
CCM
17
Cullen Capital Management
New York
$26.1M
Goldman Sachs
18
Goldman Sachs
New York
$26M +$9.19M +356,245 +63%
Bank of America
19
Bank of America
North Carolina
$25.3M +$6.26M +242,694 +37%
Northern Trust
20
Northern Trust
Illinois
$25.3M +$14.8M +572,235 +176%
STC
21
SEI Trust Company
Pennsylvania
$23.2M +$54.2K +2,100 +0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.7M +$4.36M +169,188 +34%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$17.2M -$383K -14,856 -2%
Wells Fargo
24
Wells Fargo
California
$17.1M +$462K +17,917 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$16.6M +$604K +23,426 +4%

EQNR Hedge Fund Activity: Q1 2014 in Review

236 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Equinor (EQNR) for Q1 2014, worth a combined $1.64B — up 3.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EQNR positions and 27 closed out — a net gain of 13 holders — while 67 added to existing stakes and 72 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.7M. The largest seller was Wellington Management Group, cutting an estimated $61.8M.

  • 236 institutional investors held Equinor (EQNR) as of Q1 2014, up from 226 in Q4 2013.
  • Funds reported $1.64B of Equinor stock for Q1 2014, up 3.6% quarter-over-quarter.
  • 40 funds opened new Equinor positions in Q1 2014 and 27 closed out, a net change of +13 holders.
  • The largest Equinor buyer in Q1 2014 was JP Morgan Chase, an estimated $17.7M added.
  • The largest Equinor seller in Q1 2014 was Wellington Management Group, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2014.