Equus Total Return
9 hedge funds and large institutions have $191K invested in Equus Total Return in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 0 closing their positions.
Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Osaic Holdings
Scottsdale,
Arizona
|
$725 |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$54 |
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$52.1K |
| 2 |
SRC
2
Shufro Rose & Co
New York
|
$87.6K |
| 3 |
FIA
3
FNY Investment Advisers
New York
|
$128 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $87.6K | 60,000 | -17,735 | -23% |
|
|
2
Morgan Stanley
New York
| $52.1K | 35,666 | -35,666 | -50% |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $33.6K | 22,999 | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $13.3K | 9,102 | – | – |
|
|
NS
5
NBC Securities
Birmingham,
Alabama
| $4K | 2,800 | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $725 | 497 | +497 | New |
|
|
FIA
7
FNY Investment Advisers
New York
| $128 | 88,264 | -11,736 | -12% |
|
|
8
UBS Group
Zurich,
Switzerland
| $54 | 37 | +37 | New |
|
9
Wells Fargo
San Francisco,
California
| $1 | 1 | – | – |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|