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Equus Total Return
EQS

17 hedge funds and large institutions have $3.32M invested in Equus Total Return in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 16 → 17 (+1)

1% more capital invested

Capital invested by funds: $3.28M → $3.32M (+$36K)

0.2% more ownership

Funds ownership: 10.11% → 10.31% (+0.2%)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$56.5K
2
BFM
Boothbay Fund Management
New York
+$40.4K
3
PCG
Private Capital Group
Connecticut
+$93

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$13.9K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$8.59K
3
UBS Group
UBS Group
Switzerland
-$6.57K
4
AFNAS
American Financial Network Advisory Services
California
-$1K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$598
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bulldog Investors
New Jersey
$1.18M – – –
AA
2
Ancora Advisors
Ohio
$923K – – –
LCM
3
Landscape Capital Management
New Jersey
$303K -$13.9K -5,800 -4%
BFM
4
Boothbay Fund Management
New York
$295K +$40.4K +16,871 +16%
WC
5
Wynnefield Capital
New York
$170K – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$123K -$598 -250 -0.5%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$93K -$8.59K -3,592 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$56K +$56.5K +23,628 New
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$48K – – –
KAM
10
Kazazian Asset Management
Florida
$45K – – –
SRC
11
Shufro Rose & Co
New York
$42K – – –
Bank of America
12
Bank of America
North Carolina
$30K – – –
UBS Group
13
UBS Group
Switzerland
$3K -$6.57K -2,745 -72%
TRCT
14
Tower Research Capital (TRC)
New York
$1K -$478 -200 -29%
AG
15
Advisor Group
Arizona
$1K – – –
AFNAS
16
American Financial Network Advisory Services
California
– -$1K -405 Closed
PCG
17
Private Capital Group
Connecticut
– +$93 +39 New

EQS Hedge Fund Activity: Q1 2018 in Review

17 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q1 2018, worth a combined $3.32M — up 1.1% from $3.28M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new EQS positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $56.5K. The largest seller was Landscape Capital Management, cutting an estimated $13.9K.

  • 17 institutional investors held Equus Total Return (EQS) as of Q1 2018, up from 16 in Q4 2017.
  • Funds reported $3.32M of Equus Total Return stock for Q1 2018, up 1.1% quarter-over-quarter.
  • 2 funds opened new Equus Total Return positions in Q1 2018 and 1 closed out, a net change of +1 holder.
  • The largest Equus Total Return buyer in Q1 2018 was Susquehanna International Group, an estimated $56.5K added.
  • The largest Equus Total Return seller in Q1 2018 was Landscape Capital Management, an estimated $13.9K sold.

Based on aggregated 13F filings for Q1 2018.