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Equus Total Return
EQS

21 hedge funds and large institutions have $2.82M invested in Equus Total Return in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 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

13% more capital invested

Capital invested by funds: $2.48M → $2.82M (+$332K)

11% more funds holding

Funds holding: 19 → 21 (+2)

0.93% more ownership

Funds ownership: 12.01% → 12.93% (+0.93%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$182K
2
CCM
Callodine Capital Management
Massachusetts
+$45.8K
3
BFM
Boothbay Fund Management
New York
+$4.34K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.63K
5
UBS Group
UBS Group
Switzerland
+$2.41K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$16.9K
2
LCM
Landscape Capital Management
New Jersey
-$6.3K
3
CL
CSS LLC
Illinois
-$5K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.47K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Ancora Advisors
Ohio
$1.49M +$182K +110,000 +14%
WFI
2
West Family Investments
California
$393K – – –
BI
3
Bulldog Investors
New Jersey
$172K – – –
BFM
4
Boothbay Fund Management
New York
$158K +$4.34K +2,631 +3%
WC
5
Wynnefield Capital
New York
$115K – – –
LCM
6
Landscape Capital Management
New Jersey
$92K -$6.3K -3,815 -6%
AC
7
Almitas Capital
California
$87K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$81K -$3.47K -2,100 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$62K +$2.63K +1,593 +4%
CCM
10
Callodine Capital Management
Massachusetts
$45K +$45.8K +27,748 New
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$33K – – –
SRC
12
Shufro Rose & Co
New York
$29K – – –
KAM
13
Kazazian Asset Management
Florida
$28K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$25K -$16.9K -10,246 -40%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$4K – – –
AG
16
Advisor Group
Arizona
$2K – – –
Victory Capital Management
17
Victory Capital Management
Texas
$2K +$2.01K +1,216 New
UBS Group
18
UBS Group
Switzerland
$2K +$2.41K +1,459 New
CL
19
CSS LLC
Illinois
– -$5K -3,314 Closed

EQS Hedge Fund Activity: Q3 2019 in Review

21 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q3 2019, worth a combined $2.82M — up 13% from $2.48M 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 3 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $182K. The largest seller was Citadel Advisors, cutting an estimated $16.9K.

  • 21 institutional investors held Equus Total Return (EQS) as of Q3 2019, up from 19 in Q2 2019.
  • Funds reported $2.82M of Equus Total Return stock for Q3 2019, up 13% quarter-over-quarter.
  • 3 funds opened new Equus Total Return positions in Q3 2019 and 1 closed out, a net change of +2 holders.
  • The largest Equus Total Return buyer in Q3 2019 was Ancora Advisors, an estimated $182K added.
  • The largest Equus Total Return seller in Q3 2019 was Citadel Advisors, an estimated $16.9K sold.

Based on aggregated 13F filings for Q3 2019.