Equus Total Return
7 hedge funds and large institutions have $222K invested in Equus Total Return in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
3% more capital invested
Capital invested by funds: $216K → $222K (+$6.2K)
0.02% more ownership
Funds ownership: 1.1% → 1.11% (+0.02%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$879 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $115K | – | – | – |
|
2
Morgan Stanley
New York
| $54.9K | – | – | – |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $34K | – | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $13.5K | -$879 | -586 | -6% |
|
|
NS
5
NBC Securities
Birmingham,
Alabama
| $4K | +$4.2K | +2,800 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $735 | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
EQS Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q3 2023, worth a combined $222K — up 2.9% from $216K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EQS positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest seller was Blue Bell Private Wealth Management, cutting an estimated $879.
- 7 institutional investors held Equus Total Return (EQS) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $222K of Equus Total Return stock for Q3 2023, up 2.9% quarter-over-quarter.
- 1 fund opened new Equus Total Return positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest Equus Total Return seller in Q3 2023 was Blue Bell Private Wealth Management, an estimated $879 sold.
Based on aggregated 13F filings for Q3 2023.