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EQU

EQUAL ENERGY LTD COM
EQU

Delisted

EQU was delisted on the 30th of July, 2014.

79 hedge funds and large institutions have $80.1M invested in EQUAL ENERGY LTD COM in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $68.3M → $80.1M (+$11.9M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 8079 (-1)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

65% less call options, than puts

Call options by funds: $823K | Put options by funds: $2.35M

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
32
Closed
11
Calls
$823K
Puts
$2.35M
Net Calls
-$1.53M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
26
STRS Ohio
Ohio
$665K -$71.8K -14,215 -10%
BIM
27
BlackRock Investment Management
Delaware
$653K -$5.98K -1,184 -1%
PCM
28
Prelude Capital Management
New York
$650K +$98.5K +19,500 +19%
PPA
29
Parametric Portfolio Associates
Washington
$526K +$155K +30,740 +46%
JIR
30
James Investment Research
Ohio
$504K +$470K +93,000 New
LCM
31
Leonard Capital Management
Florida
$500K
AA
32
Ancora Advisors
Ohio
$397K +$162K +32,100 +77%
OAM
33
Oxford Asset Management
United Kingdom
$391K +$363K +71,861 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$357K +$8.59K +1,700 +3%
YCM
35
Yakira Capital Management
Connecticut
$329K -$192K -38,000 -39%
TA
36
Teachers Advisors
New York
$314K -$20.2K -3,997 -6%
Charles Schwab
37
Charles Schwab
California
$276K
NFA
38
Nationwide Fund Advisors
Ohio
$276K +$2.11K +418 +0.8%
ARTA
39
A.R.T. Advisors
New York
$270K +$193K +38,100 +322%
Group One Trading
40
Group One Trading
Illinois
$239K +$143K +28,282 +179%
U
41
UBS
Switzerland
$220K -$374K -74,021 -65%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$215K -$18.7K -3,710 -9%
EGA
43
Eagle Global Advisors
Texas
$212K
Invesco
44
Invesco
Georgia
$206K +$17.3K +3,417 +10%
Two Sigma Investments
45
Two Sigma Investments
New York
$194K -$122K -24,139 -40%
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$165K +$155K +30,602 New
GF
47
Gabelli Funds
New York
$160K +$36.9K +7,300 +33%
CS
48
Credit Suisse
Switzerland
$142K -$397K -78,608 -75%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$137K +$15.6K +3,094 +14%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136K -$25.6K -5,064 -17%

EQU Hedge Fund Activity: Q2 2014 in Review

79 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in EQUAL ENERGY LTD COM (EQU) for Q2 2014, worth a combined $80.1M — up 17% from $68.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EQU and 10 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 25 added.

The largest buyer was AQR Capital Management, adding an estimated $5.05M. The largest seller was Magnetar Financial, exiting entirely with an estimated $6.45M sold.

  • 79 institutional investors held EQUAL ENERGY LTD COM (EQU) as of Q2 2014, down from 80 in Q1 2014.
  • Funds reported $80.1M of EQUAL ENERGY LTD COM stock for Q2 2014, up 17% quarter-over-quarter.
  • 10 funds opened new EQUAL ENERGY LTD COM positions in Q2 2014 and 11 closed out, a net change of -1 holder.
  • The largest EQUAL ENERGY LTD COM buyer in Q2 2014 was AQR Capital Management, an estimated $5.05M added.
  • The largest EQUAL ENERGY LTD COM seller in Q2 2014 was Magnetar Financial, an estimated $6.45M sold.

Based on aggregated 13F filings for Q2 2014.