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Equus Total Return
EQS

14 hedge funds and large institutions have $908K invested in Equus Total Return in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 15 → 14 (-1)

7.02% less ownership

Funds ownership: 11.79% → 4.77% (-7%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

40% less capital invested

Capital invested by funds: $1.51M → $908K (-$605K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$918
2
TRCT
Tower Research Capital (TRC)
New York
+$237

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$1.03M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$20K
3
LCM
Landscape Capital Management
New Jersey
-$7.77K
4
UBS Group
UBS Group
Switzerland
-$4K
5
Victory Capital Management
Victory Capital Management
Texas
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1
West Family Investments
California
$445K – – –
BI
2
Bulldog Investors
New Jersey
$125K – – –
AA
3
Ancora Advisors
Ohio
$92K -$1.03M -914,552 -92%
WC
4
Wynnefield Capital
New York
$68K – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$63K -$339 -300 -0.6%
AC
6
Almitas Capital
California
$63K – – –
SRC
7
Shufro Rose & Co
New York
$21K – – –
LCM
8
Landscape Capital Management
New Jersey
$19K -$7.77K -6,873 -30%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$1K – – –
CAN
11
Cetera Advisor Networks
California
$1K +$918 +812 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
– -$20K -20,845 Closed
UBS Group
13
UBS Group
Switzerland
– -$4K -4,535 Closed
Victory Capital Management
14
Victory Capital Management
Texas
– -$2K -2,810 Closed
TRCT
15
Tower Research Capital (TRC)
New York
– +$237 +210 New

EQS Hedge Fund Activity: Q2 2020 in Review

14 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2020, worth a combined $908K — down 40% from $1.51M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EQS and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $918. The largest seller was Ancora Advisors, cutting an estimated $1.03M.

  • 14 institutional investors held Equus Total Return (EQS) as of Q2 2020, down from 15 in Q1 2020.
  • Funds reported $908K of Equus Total Return stock for Q2 2020, down 40% quarter-over-quarter.
  • 2 funds opened new Equus Total Return positions in Q2 2020 and 3 closed out, a net change of -1 holder.
  • The largest Equus Total Return buyer in Q2 2020 was Cetera Advisor Networks, an estimated $918 added.
  • The largest Equus Total Return seller in Q2 2020 was Ancora Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2020.