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Equus Total Return
EQS

12 hedge funds and large institutions have $1.96M invested in Equus Total Return in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% less ownership

Funds ownership: 9.97% → 9.8% (-0.17%)

3% less capital invested

Capital invested by funds: $2.01M → $1.96M (-$52K)

8% less funds holding

Funds holding: 13 → 12 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$22.4K
2
Wells Fargo
Wells Fargo
California
+$1.79K

Top Sellers

Rank Fund Capital Flow
1
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$25K
2
BI
Bulldog Investors
New Jersey
-$22.1K
3
U
UBS
Switzerland
-$10K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$635

EQS Hedge Fund Activity: Q3 2013 in Review

12 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q3 2013, worth a combined $1.96M — down 2.6% from $2.01M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of EQS and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $22.4K. The largest seller was Blue Bell Private Wealth Management, exiting entirely with an estimated $25K sold.

  • 12 institutional investors held Equus Total Return (EQS) as of Q3 2013, down from 13 in Q2 2013.
  • Funds reported $1.96M of Equus Total Return stock for Q3 2013, down 2.6% quarter-over-quarter.
  • 1 fund opened new Equus Total Return positions in Q3 2013 and 2 closed out, a net change of -1 holder.
  • The largest Equus Total Return buyer in Q3 2013 was Citadel Advisors, an estimated $22.4K added.
  • The largest Equus Total Return seller in Q3 2013 was Blue Bell Private Wealth Management, an estimated $25K sold.

Based on aggregated 13F filings for Q3 2013.