Equus Total Return
14 hedge funds and large institutions have $1.78M invested in Equus Total Return in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
5.28% more ownership
Funds ownership: 6.08% → 11.36% (+5.3%)
7% less funds holding
Funds holding: 15 → 14 (-1)
7% less capital invested
Capital invested by funds: $1.91M → $1.78M (-$128K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.49M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$57K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.8K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$3.85K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$250 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$22K |
| 2 |
Morgan Stanley
New York
|
-$9.01K |
EQS Hedge Fund Activity: Q3 2014 in Review
14 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q3 2014, worth a combined $1.78M — down 6.7% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EQS and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Bulldog Investors, adding an estimated $1.49M. The largest seller was Citigroup, exiting entirely with an estimated $22K sold.
- 14 institutional investors held Equus Total Return (EQS) as of Q3 2014, down from 15 in Q2 2014.
- Funds reported $1.78M of Equus Total Return stock for Q3 2014, down 6.7% quarter-over-quarter.
- 2 funds opened new Equus Total Return positions in Q3 2014 and 3 closed out, a net change of -1 holder.
- The largest Equus Total Return buyer in Q3 2014 was Bulldog Investors, an estimated $1.49M added.
- The largest Equus Total Return seller in Q3 2014 was Citigroup, an estimated $22K sold.
Based on aggregated 13F filings for Q3 2014.