Equus Total Return
15 hedge funds and large institutions have $1.91M invested in Equus Total Return in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4.01% less ownership
Funds ownership: 10.1% → 6.08% (-4%)
7% less capital invested
Capital invested by funds: $2.05M → $1.91M (-$137K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$55K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$21.9K |
| 3 |
Morgan Stanley
New York
|
+$6.14K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$230 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$566K |
| 2 |
Citigroup
New York
|
-$57.7K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$21K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.13K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1K |
EQS Hedge Fund Activity: Q2 2014 in Review
15 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2014, worth a combined $1.91M — down 6.7% from $2.05M a quarter earlier.
Fund positioning in EQS was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Blue Bell Private Wealth Management, adding an estimated $55K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $566K sold.
- 15 institutional investors held Equus Total Return (EQS) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $1.91M of Equus Total Return stock for Q2 2014, down 6.7% quarter-over-quarter.
- 3 funds opened new Equus Total Return positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest Equus Total Return buyer in Q2 2014 was Blue Bell Private Wealth Management, an estimated $55K added.
- The largest Equus Total Return seller in Q2 2014 was Rivernorth Capital Management, an estimated $566K sold.
Based on aggregated 13F filings for Q2 2014.