Equus Total Return
10 hedge funds and large institutions have $323K invested in Equus Total Return in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0.16% less ownership
Funds ownership: 1.38% → 1.23% (-0.16%)
11% less capital invested
Capital invested by funds: $364K → $323K (-$41K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$50.6K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$3.83K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$383 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BI
1
Bulldog Investors
Saddle Brook,
New Jersey
| $129K | – | – | – |
|
2
Morgan Stanley
New York
| $75K | – | – | – |
|
|
SRC
3
Shufro Rose & Co
New York
| $35K | – | – | – |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $28K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| $20K | -$50.6K | -26,395 | -72% |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $19K | -$3.83K | -2,000 | -17% |
|
|
7
UBS Group
Zurich,
Switzerland
| $16K | +$14.1K | +7,365 | +719% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$383 | -200 | -99% |
|
EQS Hedge Fund Activity: Q2 2021 in Review
10 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2021, worth a combined $323K — down 11% from $364K a quarter earlier.
Fund positioning in EQS was balanced in Q2 2021: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $14.1K. The largest seller was Citadel Advisors, cutting an estimated $50.6K.
- 10 institutional investors held Equus Total Return (EQS) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $323K of Equus Total Return stock for Q2 2021, down 11% quarter-over-quarter.
- 0 funds opened new Equus Total Return positions in Q2 2021 and 0 closed out.
- The largest Equus Total Return buyer in Q2 2021 was UBS Group, an estimated $14.1K added.
- The largest Equus Total Return seller in Q2 2021 was Citadel Advisors, an estimated $50.6K sold.
Based on aggregated 13F filings for Q2 2021.