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EQU

EQUAL ENERGY LTD COM
EQU

Delisted

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

80 hedge funds and large institutions have $68.3M invested in EQUAL ENERGY LTD COM in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

2% less capital invested

Capital invested by funds: $69.9M → $68.3M (-$1.67M)

8% less funds holding

Funds holding: 8780 (-7)

21% less call options, than puts

Call options by funds: $743K | Put options by funds: $939K

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
20
Closed
19
Calls
$743K
Puts
$939K
Net Calls
-$196K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1
Longfellow Investment Management
Massachusetts
$7.79M
MF
2
Magnetar Financial
Illinois
$6.45M -$976K -187,838 -12%
AQR Capital Management
3
AQR Capital Management
Connecticut
$5.79M +$4.39M +844,087 +201%
BFA
4
BlackRock Fund Advisors
California
$4.62M +$141K +27,173 +3%
BIT
5
BlackRock Institutional Trust
California
$3.03M +$1.64M +314,914 +91%
Morgan Stanley
6
Morgan Stanley
New York
$2.95M +$2.52M +485,305 +304%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.77M +$657K +126,461 +26%
State Street
8
State Street
Massachusetts
$2.73M +$759K +146,052 +32%
Creative Planning
9
Creative Planning
Kansas
$2.63M -$125K -24,100 -4%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$2.55M -$148K -28,539 -5%
COPPSERS
11
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.24M
Northern Trust
12
Northern Trust
Illinois
$1.72M -$282K -54,308 -13%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.7M +$107K +20,488 +6%
WAM
14
Wolverine Asset Management
Illinois
$1.43M -$70.6K -13,579 -4%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.4M -$133K -25,500 -8%
Deutsche Bank
16
Deutsche Bank
Germany
$1.25M +$767K +147,556 +118%
SG Americas Securities
17
SG Americas Securities
New York
$1.19M +$994K +191,121 +282%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$1.09M
American Century Companies
19
American Century Companies
Missouri
$1.06M +$480K +92,381 +67%
LOM
20
Loeb Offshore Management
New York
$1.03M -$833K -160,146 -41%
TC
21
TFS Capital
Pennsylvania
$900K -$500K -96,239 -33%
BCM
22
Bridgeway Capital Management
Texas
$872K
TCIM
23
TIAA CREF Investment Management
New York
$763K -$29.1K -5,600 -3%
Vanguard Group
24
Vanguard Group
Pennsylvania
$744K +$113K +21,805 +16%
SO
25
STRS Ohio
Ohio
$627K +$42.7K +8,215 +6%

EQU Hedge Fund Activity: Q1 2014 in Review

80 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in EQUAL ENERGY LTD COM (EQU) for Q1 2014, worth a combined $68.3M — down 2.4% from $69.9M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EQU and 12 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was AQR Capital Management, adding an estimated $4.39M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $1.33M sold.

  • 80 institutional investors held EQUAL ENERGY LTD COM (EQU) as of Q1 2014, down from 87 in Q4 2013.
  • Funds reported $68.3M of EQUAL ENERGY LTD COM stock for Q1 2014, down 2.4% quarter-over-quarter.
  • 12 funds opened new EQUAL ENERGY LTD COM positions in Q1 2014 and 19 closed out, a net change of -7 holders.
  • The largest EQUAL ENERGY LTD COM buyer in Q1 2014 was AQR Capital Management, an estimated $4.39M added.
  • The largest EQUAL ENERGY LTD COM seller in Q1 2014 was Polar Asset Management Partners, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2014.