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Equus Total Return
EQS

18 hedge funds and large institutions have $3.37M invested in Equus Total Return in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 13.53% → 13.06% (-0.47%)

6% less capital invested

Capital invested by funds: $3.58M → $3.37M (-$212K)

10% less funds holding

Funds holding: 20 → 18 (-2)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
18
Holders Change
-2
Holders Change %
-10%
% 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
2
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$403K
2
Citadel Advisors
Citadel Advisors
Florida
+$66.1K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$42.2K
4
TRCT
Tower Research Capital (TRC)
New York
+$775

Top Sellers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
-$581K
2
BFM
Boothbay Fund Management
New York
-$46.2K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2K
4
LCM
Landscape Capital Management
New Jersey
-$1.53K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Ancora Advisors
Ohio
$1.71M +$403K +210,574 +31%
WFI
2
West Family Investments
California
$464K – – –
BI
3
Bulldog Investors
New Jersey
$330K -$581K -303,687 -64%
BFM
4
Boothbay Fund Management
New York
$177K -$46.2K -24,140 -21%
WC
5
Wynnefield Capital
New York
$136K – – –
LCM
6
Landscape Capital Management
New Jersey
$128K -$1.53K -800 -1%
AC
7
Almitas Capital
California
$104K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$100K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$66K +$66.1K +34,529 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$42K +$42.2K +22,046 New
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$39K – – –
SRC
12
Shufro Rose & Co
New York
$34K – – –
KAM
13
Kazazian Asset Management
Florida
$33K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$5K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$4K +$775 +405 +24%
AG
16
Advisor Group
Arizona
$1K – – –
TJHA
17
Thomas J. Herzfeld Advisors
Florida
– -$2K -1,174 Closed
FHA
18
Flagship Harbor Advisors
Massachusetts
– -$1K -684 Closed
Wells Fargo
19
Wells Fargo
California
– -$44 -23 Closed

EQS Hedge Fund Activity: Q1 2019 in Review

18 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q1 2019, worth a combined $3.37M — down 5.9% from $3.58M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EQS and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Ancora Advisors, adding an estimated $403K. The largest seller was Bulldog Investors, cutting an estimated $581K.

  • 18 institutional investors held Equus Total Return (EQS) as of Q1 2019, down from 20 in Q4 2018.
  • Funds reported $3.37M of Equus Total Return stock for Q1 2019, down 5.9% quarter-over-quarter.
  • 2 funds opened new Equus Total Return positions in Q1 2019 and 4 closed out, a net change of -2 holders.
  • The largest Equus Total Return buyer in Q1 2019 was Ancora Advisors, an estimated $403K added.
  • The largest Equus Total Return seller in Q1 2019 was Bulldog Investors, an estimated $581K sold.

Based on aggregated 13F filings for Q1 2019.