Equus Total Return
6 hedge funds and large institutions have $385K invested in Equus Total Return in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0.45% less ownership
Funds ownership: 1.54% → 1.09% (-0.45%)
25% less funds holding
Funds holding: 8 → 6 (-2)
82% less capital invested
Capital invested by funds: $2.11M → $385K (-$1.72M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$114 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSU
Mizuho Securities USA
New York
|
-$1.73M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $224K | – | – | – |
|
2
Morgan Stanley
New York
| $92K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $38K | – | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $25K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $5K | +$114 | +45 | +3% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
|
MSU
7
Mizuho Securities USA
New York
| – | -$1.73M | -60,616 | Closed |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1K | -223 | Closed |
|
EQS Hedge Fund Activity: Q2 2022 in Review
6 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2022, worth a combined $385K — down 82% from $2.11M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EQS and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $114. The largest seller was Mizuho Securities USA, exiting entirely with an estimated $1.73M sold.
- 6 institutional investors held Equus Total Return (EQS) as of Q2 2022, down from 8 in Q1 2022.
- Funds reported $385K of Equus Total Return stock for Q2 2022, down 82% quarter-over-quarter.
- 0 funds opened new Equus Total Return positions in Q2 2022 and 2 closed out, a net change of -2 holders.
- The largest Equus Total Return buyer in Q2 2022 was UBS Group, an estimated $114 added.
- The largest Equus Total Return seller in Q2 2022 was Mizuho Securities USA, an estimated $1.73M sold.
Based on aggregated 13F filings for Q2 2022.