Equus Total Return
20 hedge funds and large institutions have $3.58M invested in Equus Total Return in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
11% more funds holding
Funds holding: 18 → 20 (+2)
4% more capital invested
Capital invested by funds: $3.44M → $3.58M (+$143K)
0.72% more ownership
Funds ownership: 12.81% → 13.53% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$197K |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$78.5K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.73K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.38K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$451 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$76.7K |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$42.4K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$29K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$25K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$19.1K |
EQS Hedge Fund Activity: Q4 2018 in Review
20 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2018, worth a combined $3.58M — up 4.2% from $3.44M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EQS positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $197K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $76.7K.
- 20 institutional investors held Equus Total Return (EQS) as of Q4 2018, up from 18 in Q3 2018.
- Funds reported $3.58M of Equus Total Return stock for Q4 2018, up 4.2% quarter-over-quarter.
- 4 funds opened new Equus Total Return positions in Q4 2018 and 2 closed out, a net change of +2 holders.
- The largest Equus Total Return buyer in Q4 2018 was Ancora Advisors, an estimated $197K added.
- The largest Equus Total Return seller in Q4 2018 was Thomas J. Herzfeld Advisors, an estimated $76.7K sold.
Based on aggregated 13F filings for Q4 2018.