Equus Total Return
6 hedge funds and large institutions have $216K invested in Equus Total Return in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.09% less ownership
Funds ownership: 1.19% → 1.1% (-0.09%)
14% less capital invested
Capital invested by funds: $251K → $216K (-$34.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $113K | – | – | – |
|
2
Morgan Stanley
New York
| $53.8K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $34.7K | – | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $14K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $720 | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $1 | +$2 | +1 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$20K | -12,792 | Closed |
|
EQS Hedge Fund Activity: Q2 2023 in Review
6 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q2 2023, worth a combined $216K — down 14% from $251K a quarter earlier.
Fund positioning in EQS was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $2. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20K sold.
- 6 institutional investors held Equus Total Return (EQS) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $216K of Equus Total Return stock for Q2 2023, down 14% quarter-over-quarter.
- 1 fund opened new Equus Total Return positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Equus Total Return buyer in Q2 2023 was Wells Fargo, an estimated $2 added.
- The largest Equus Total Return seller in Q2 2023 was Susquehanna International Group, an estimated $20K sold.
Based on aggregated 13F filings for Q2 2023.