Equus Total Return
8 hedge funds and large institutions have $2.11M invested in Equus Total Return in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,040% more capital invested
Capital invested by funds: $185K → $2.11M (+$1.92M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.96% more ownership
Funds ownership: 0.58% → 1.54% (+0.96%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
+$171K |
| 2 |
MSU
Mizuho Securities USA
New York
|
+$153K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$194 |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSU
1
Mizuho Securities USA
New York
| $1.73M | +$153K | +60,616 | New |
|
|
SRC
2
Shufro Rose & Co
New York
| $221K | +$171K | +68,149 | +384% |
|
|
3
Morgan Stanley
New York
| $91K | -$194 | -77 | -0.2% |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $37K | – | – | – |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $25K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $4K | +$3.72K | +1,477 | +707% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$5 | -2 | Closed |
|
EQS Hedge Fund Activity: Q1 2022 in Review
8 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q1 2022, worth a combined $2.11M — up 1,040% from $185K a quarter earlier.
Fund positioning in EQS was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Shufro Rose & Co, adding an estimated $171K. The largest seller was Morgan Stanley, cutting an estimated $194.
- 8 institutional investors held Equus Total Return (EQS) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $2.11M of Equus Total Return stock for Q1 2022, up 1,040% quarter-over-quarter.
- 1 fund opened new Equus Total Return positions in Q1 2022 and 1 closed out, a net change of 0 holders.
- The largest Equus Total Return buyer in Q1 2022 was Shufro Rose & Co, an estimated $171K added.
- The largest Equus Total Return seller in Q1 2022 was Morgan Stanley, an estimated $194 sold.
Based on aggregated 13F filings for Q1 2022.