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Equus Total Return

16 hedge funds and large institutions have $1.83M invested in Equus Total Return in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 6 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

24% more capital invested

Capital invested by funds: $1.48M → $1.83M (+$349K)

14% more funds holding

Funds holding: 1416 (+2)

1.39% more ownership

Funds ownership: 6.7%8.08% (+1.4%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change

EQS Hedge Fund Activity: Q4 2015 in Review

16 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2015, worth a combined $1.83M — up 24% from $1.48M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EQS positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Landscape Capital Management, adding an estimated $310K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $21.5K.

  • 16 institutional investors held Equus Total Return (EQS) as of Q4 2015, up from 14 in Q3 2015.
  • Funds reported $1.83M of Equus Total Return stock for Q4 2015, up 24% quarter-over-quarter.
  • 3 funds opened new Equus Total Return positions in Q4 2015 and 1 closed out, a net change of +2 holders.
  • The largest Equus Total Return buyer in Q4 2015 was Landscape Capital Management, an estimated $310K added.
  • The largest Equus Total Return seller in Q4 2015 was Thomas J. Herzfeld Advisors, an estimated $21.5K sold.

Based on aggregated 13F filings for Q4 2015.