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Equus Total Return
EQS

9 hedge funds and large institutions have $378K invested in Equus Total Return in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

70% more capital invested

Capital invested by funds: $222K → $378K (+$156K)

29% more funds holding

Funds holding: 7 → 9 (+2)

0.81% more ownership

Funds ownership: 1.11% → 1.92% (+0.81%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
+$147K
2
MG
Marex Group
+$14.7K
3
BWM
Baystate Wealth Management
Massachusetts
+$1.47K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.14K
2
Osaic Holdings
Osaic Holdings
Arizona
-$735

EQS Hedge Fund Activity: Q4 2023 in Review

9 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2023, worth a combined $378K — up 70% 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 0 added to existing stakes and 1 trimmed.

The largest buyer was FNY Investment Advisers, opening a new position worth an estimated $147K. The largest seller was Morgan Stanley, cutting an estimated $2.14K.

  • 9 institutional investors held Equus Total Return (EQS) as of Q4 2023, up from 7 in Q3 2023.
  • Funds reported $378K of Equus Total Return stock for Q4 2023, up 70% 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 Morgan Stanley, an estimated $2.14K sold.

Based on aggregated 13F filings for Q4 2023.