Equinox Gold
160 hedge funds and large institutions have $623M invested in Equinox Gold in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 22 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
33% more capital invested
Capital invested by funds: $468M → $623M (+$155M)
15% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 46
12% more call options, than puts
Call options by funds: $19.5M | Put options by funds: $17.5M
5.52% more ownership
Funds ownership: 35.25% → 40.77% (+5.5%)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0% more funds holding
Funds holding: 160 → 160 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$15.5M |
| 2 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$11.4M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$7.71M |
| 4 |
Morgan Stanley
New York
|
+$6.56M |
| 5 |
Goldman Sachs
New York
|
+$5.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.75M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.06M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.06M |
| 5 |
PCM
Prelude Capital Management
New York
|
-$976K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
176
Two Sigma Securities
New York
| – | -$45K | -10,635 | Closed |
|
|
WWP
177
WR Wealth Planners
Columbia,
Missouri
| – | -$44.4K | -10,500 | Closed |
|
|
UB
178
UMB Bank
Kansas City,
Missouri
| – | -$14K | -3,310 | Closed |
|
179
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8.69K | -2,054 | Closed |
|
|
SHIM
180
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$465 | -110 | Closed |
|
|
SCA
181
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$165 | -39 | Closed |
|
|
BTI
182
Blue Trust Inc
Alpharetta,
Georgia
| – | +$342 | +72 | New |
|
EQX Hedge Fund Activity: Q4 2023 in Review
160 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equinox Gold (EQX) for Q4 2023, worth a combined $623M — up 33% from $468M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EQX positions and 22 closed out — a net gain of 1 holder — while 53 added to existing stakes and 46 trimmed.
The largest buyer was Donald Smith & Co, adding an estimated $15.5M. The largest seller was Hillsdale Investment Management, cutting an estimated $2.75M.
- 160 institutional investors held Equinox Gold (EQX) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $623M of Equinox Gold stock for Q4 2023, up 33% quarter-over-quarter.
- 23 funds opened new Equinox Gold positions in Q4 2023 and 22 closed out, a net change of +1 holder.
- The largest Equinox Gold buyer in Q4 2023 was Donald Smith & Co, an estimated $15.5M added.
- The largest Equinox Gold seller in Q4 2023 was Hillsdale Investment Management, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2023.