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Equus Total Return
12 hedge funds and large institutions have $943K invested in Equus Total Return in 2013 Q2 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
4.68% more ownership
Funds ownership: 0% → 4.68% (+4.7%)
Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
1
Rivernorth Capital Management
West Palm Beach,
Florida
| $563K | +$612K | +295,005 | New |
|
|
TJHA
2
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $179K | +$195K | +93,945 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $93K | +$101K | +48,584 | New |
|
|
SRC
4
Shufro Rose & Co
New York
| $36K | +$39.9K | +19,237 | New |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $25K | +$27.1K | +13,054 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $18K | +$19.4K | +9,343 | New |
|
7
Legal & General Group
London,
United Kingdom
| $17K | +$18.7K | +9,011 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $10K | +$10.8K | +5,217 | New |
|
|
PSI
9
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | +$687 | +331 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | +$841 | +405 | New |
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$2 | +1 | New |
|
12
Wells Fargo
San Francisco,
California
| – | +$35 | +17 | New |
|
EQS Hedge Fund Activity: Q2 2013 in Review
12 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2013, worth a combined $943K.
Buyers outnumbered sellers: 12 funds opened new EQS positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
- 12 institutional investors held Equus Total Return (EQS) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $943K of Equus Total Return stock for Q2 2013.
- 12 funds opened new Equus Total Return positions in Q2 2013 and 0 closed out, a net change of +12 holders.
Based on aggregated 13F filings for Q2 2013.