Equinox Gold
139 hedge funds and large institutions have $573M invested in Equinox Gold in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 22 closing their positions.
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 46
1% less funds holding
Funds holding: 140 → 139 (-1)
2.23% less ownership
Funds ownership: 31.64% → 29.41% (-2.2%)
28% less capital invested
Capital invested by funds: $795M → $573M (-$222M)
32% less call options, than puts
Call options by funds: $11.6M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$9.78M |
| 2 |
Morgan Stanley
New York
|
+$7M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$3.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.83M |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$22.5M |
| 2 |
Two Sigma Investments
New York
|
-$13.2M |
| 3 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$8.51M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$7.09M |
| 5 |
Two Sigma Advisers
New York
|
-$5.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMA
151
Miracle Mile Advisors
Los Angeles,
California
| – | -$152K | -14,700 | Closed |
|
152
American Century Companies
Kansas City,
Missouri
| – | -$152K | -14,658 | Closed |
|
|
RIM
153
Regent Investment Management
Louisville,
Kentucky
| – | -$103K | -10,000 | Closed |
|
|
LSA
154
Leonteq Securities AG
Zurich,
Switzerland
| – | -$129K | -9,800 | Closed |
|
|
BWP
155
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$72K | -7,000 | Closed |
|
|
TI
156
tru Independence
Portland,
Oregon
| – | -$44.3K | -4,891 | Closed |
|
|
PFO
157
Pathstone Family Office
Englewood,
New Jersey
| – | -$33K | -3,197 | Closed |
|
|
AWA
158
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$7K | -700 | Closed |
|
|
TFA
159
Toth Financial Advisory
Leesburg,
Virginia
| – | -$2K | -200 | Closed |
|
|
FCH
160
Freestone Capital Holdings
Seattle,
Washington
| – | -$1.76K | -170 | Closed |
|
|
BWM
161
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | +$9 | +1 | New |
|
EQX Hedge Fund Activity: Q1 2021 in Review
139 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Equinox Gold (EQX) for Q1 2021, worth a combined $573M — down 28% from $795M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EQX positions and 22 closed out — a net gain of 1 holder — while 46 added to existing stakes and 46 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $9.78M. The largest seller was VanEck Associates, cutting an estimated $22.5M.
- 139 institutional investors held Equinox Gold (EQX) as of Q1 2021, down from 140 in Q4 2020.
- Funds reported $573M of Equinox Gold stock for Q1 2021, down 28% quarter-over-quarter.
- 23 funds opened new Equinox Gold positions in Q1 2021 and 22 closed out, a net change of +1 holder.
- The largest Equinox Gold buyer in Q1 2021 was Russell Investments Group, an estimated $9.78M added.
- The largest Equinox Gold seller in Q1 2021 was VanEck Associates, an estimated $22.5M sold.
Based on aggregated 13F filings for Q1 2021.