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Equus Total Return
EQS

14 hedge funds and large institutions have $2.05M invested in Equus Total Return in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

17% more funds holding

Funds holding: 12 → 14 (+2)

5% more capital invested

Capital invested by funds: $1.96M → $2.05M (+$92K)

0.05% less ownership

Funds ownership: 9.8% → 9.75% (-0.05%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$24.6K
2
Morgan Stanley
Morgan Stanley
New York
+$11.3K
3
U
UBS
Switzerland
+$4.4K
4
Wells Fargo
Wells Fargo
California
+$4

Top Sellers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
-$44.6K
2
SRC
Shufro Rose & Co
New York
-$2.83K
3
Citadel Advisors
Citadel Advisors
Florida
-$1.79K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1K

EQS Hedge Fund Activity: Q4 2013 in Review

14 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2013, worth a combined $2.05M — up 4.7% from $1.96M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EQS positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Blue Bell Private Wealth Management, opening a new position worth an estimated $24.6K. The largest seller was Bulldog Investors, cutting an estimated $44.6K.

  • 14 institutional investors held Equus Total Return (EQS) as of Q4 2013, up from 12 in Q3 2013.
  • Funds reported $2.05M of Equus Total Return stock for Q4 2013, up 4.7% quarter-over-quarter.
  • 3 funds opened new Equus Total Return positions in Q4 2013 and 1 closed out, a net change of +2 holders.
  • The largest Equus Total Return buyer in Q4 2013 was Blue Bell Private Wealth Management, an estimated $24.6K added.
  • The largest Equus Total Return seller in Q4 2013 was Bulldog Investors, an estimated $44.6K sold.

Based on aggregated 13F filings for Q4 2013.