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EQU

EQUAL ENERGY LTD COM
EQU

Delisted

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

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63 hedge funds and large institutions have $26M invested in EQUAL ENERGY LTD COM in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $437K | Put options by funds: $82K

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

63% more capital invested

Capital invested by funds: $15.9M → $26M (+$10M)

31% more funds holding

Funds holding: 48 → 63 (+15)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
23
Reduced
14
Closed
4
Calls
$437K
Puts
$82K
Net Calls
+$355K
Net Calls Change
+$222K

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$1.41M
2
State Street
State Street
Massachusetts
+$1.06M
3
NFA
Nationwide Fund Advisors
Ohio
+$736K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$561K
5
BFA
BlackRock Fund Advisors
California
+$483K

Top Sellers

Rank Fund Capital Flow
1
LCP
Longbow Capital Partners
New York
-$619K
2
LOM
Loeb Offshore Management
New York
-$218K
3
Bank of America
Bank of America
North Carolina
-$209K
4
CS
Credit Suisse
Switzerland
-$62K
5
Renaissance Technologies
Renaissance Technologies
New York
-$41K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$4.83M +$483K +108,734 +12%
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$2.08M -$19.3K -4,340 -1%
Northern Trust
3
Northern Trust
Illinois
$2M +$1.41M +317,942 +295%
BIT
4
BlackRock Institutional Trust
California
$1.75M +$2.16K +486 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.75M +$359K +80,900 +29%
State Street
6
State Street
Massachusetts
$1.53M +$1.06M +238,366 +276%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$1.16M +$561K +126,226 +105%
NFA
8
Nationwide Fund Advisors
Ohio
$833K +$736K +165,604 +1,481%
TCIM
9
TIAA CREF Investment Management
New York
$811K +$58.5K +13,173 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$788K +$207K +46,604 +39%
BIM
11
BlackRock Investment Management
Delaware
$572K +$36.3K +8,174 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$510K +$24.4K +5,490 +5%
U
13
UBS
Switzerland
$492K -$5.72K -1,288 -1%
Morgan Stanley
14
Morgan Stanley
New York
$477K +$231K +52,074 +106%
SO
15
STRS Ohio
Ohio
$458K +$358K +80,700 +486%
LCM
16
Leonard Capital Management
Florida
$435K – – –
Deutsche Bank
17
Deutsche Bank
Germany
$425K +$304K +68,491 +310%
KFS
18
KMS Financial Services
Washington
$384K -$13.3K -3,000 -4%
BCM
19
Bridgeway Capital Management
Texas
$378K +$356K +80,250 New
TA
20
Teachers Advisors
New York
$365K +$146K +32,844 +74%
American Century Companies
21
American Century Companies
Missouri
$343K +$323K +72,762 New
NI
22
Numeric Investors
Massachusetts
$331K +$312K +70,242 New
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$300K +$7.55K +1,700 +3%
WG
24
Welch Group
Alabama
$250K -$2.86K -644 -1%
SKK
25
Shepherd Kaplan Krochuk
Massachusetts
$250K +$107K +24,100 +83%
1
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EQU Hedge Fund Activity: Q3 2013 in Review

63 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in EQUAL ENERGY LTD COM (EQU) for Q3 2013, worth a combined $26M — up 63% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EQU positions and 4 closed out — a net gain of 16 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Northern Trust, adding an estimated $1.41M. The largest seller was Longbow Capital Partners, exiting entirely with an estimated $619K sold.

  • 63 institutional investors held EQUAL ENERGY LTD COM (EQU) as of Q3 2013, up from 48 in Q2 2013.
  • Funds reported $26M of EQUAL ENERGY LTD COM stock for Q3 2013, up 63% quarter-over-quarter.
  • 20 funds opened new EQUAL ENERGY LTD COM positions in Q3 2013 and 4 closed out, a net change of +16 holders.
  • The largest EQUAL ENERGY LTD COM buyer in Q3 2013 was Northern Trust, an estimated $1.41M added.
  • The largest EQUAL ENERGY LTD COM seller in Q3 2013 was Longbow Capital Partners, an estimated $619K sold.

Based on aggregated 13F filings for Q3 2013.