Equus Total Return
9 hedge funds and large institutions have $430K invested in Equus Total Return in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
93% more capital invested
Capital invested by funds: $222K → $430K (+$208K)
29% more funds holding
Funds holding: 7 → 9 (+2)
1.07% more ownership
Funds ownership: 1.11% → 2.18% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
+$147K |
| 2 |
Morgan Stanley
New York
|
+$50.3K |
| 3 |
MG
Marex Group
London,
|
+$14.7K |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$1.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$735 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
FNY Investment Advisers
New York
| $145K | +$147K | +100,000 | New |
|
|
SRC
2
Shufro Rose & Co
New York
| $115K | – | – | – |
|
|
3
Morgan Stanley
New York
| $103K | +$50.3K | +34,207 | +92% |
|
|
CL
4
CSS LLC
Chicago,
Illinois
| $33.4K | – | – | – |
|
|
MG
5
Marex Group
London,
| $14.5K | +$14.7K | +10,000 | New |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $13.2K | – | – | – |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $4K | – | – | – |
|
|
BWM
8
Baystate Wealth Management
Boston,
Massachusetts
| $1.45K | +$1.47K | +1,000 | New |
|
9
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | -$735 | -497 | Closed |
|
EQS Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2023, worth a combined $430K — up 93% from $222K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EQS positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was FNY Investment Advisers, opening a new position worth an estimated $147K. The largest seller was Osaic Holdings, exiting entirely with an estimated $735 sold.
- 9 institutional investors held Equus Total Return (EQS) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $430K of Equus Total Return stock for Q4 2023, up 93% quarter-over-quarter.
- 3 funds opened new Equus Total Return positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Equus Total Return buyer in Q4 2023 was FNY Investment Advisers, an estimated $147K added.
- The largest Equus Total Return seller in Q4 2023 was Osaic Holdings, an estimated $735 sold.
Based on aggregated 13F filings for Q4 2023.