Equus Total Return
8 hedge funds and large institutions have $185K invested in Equus Total Return in 2021 Q4 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0.05% less ownership
Funds ownership: 0.63% → 0.58% (-0.05%)
7% less capital invested
Capital invested by funds: $198K → $185K (-$13K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $84K | -$10.8K | -4,694 | -12% |
|
|
SRC
2
Shufro Rose & Co
New York
| $42K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $34K | – | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $23K | – | – | – |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$5.28K | -2,286 | -92% |
|
EQS Hedge Fund Activity: Q4 2021 in Review
8 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2021, worth a combined $185K — down 6.6% from $198K a quarter earlier.
Fund positioning in EQS was balanced in Q4 2021: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.
The largest seller was Morgan Stanley, cutting an estimated $10.8K.
- 8 institutional investors held Equus Total Return (EQS) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $185K of Equus Total Return stock for Q4 2021, down 6.6% quarter-over-quarter.
- 0 funds opened new Equus Total Return positions in Q4 2021 and 0 closed out.
- The largest Equus Total Return seller in Q4 2021 was Morgan Stanley, an estimated $10.8K sold.
Based on aggregated 13F filings for Q4 2021.