Equus Total Return
9 hedge funds and large institutions have $319K invested in Equus Total Return in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 9 → 9 (0)
0.3% less ownership
Funds ownership: 1.92% → 1.62% (-0.3%)
16% less capital invested
Capital invested by funds: $378K → $319K (-$58.9K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$743 |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$55 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$26.5K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$17.5K |
| 3 |
MG
Marex Group
London,
|
-$14.5K |
EQS Hedge Fund Activity: Q1 2024 in Review
9 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q1 2024, worth a combined $319K — down 16% from $378K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EQS positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $743. The largest seller was Shufro Rose & Co, cutting an estimated $26.5K.
- 9 institutional investors held Equus Total Return (EQS) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $319K of Equus Total Return stock for Q1 2024, down 16% quarter-over-quarter.
- 2 funds opened new Equus Total Return positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Equus Total Return buyer in Q1 2024 was Osaic Holdings, an estimated $743 added.
- The largest Equus Total Return seller in Q1 2024 was Shufro Rose & Co, an estimated $26.5K sold.
Based on aggregated 13F filings for Q1 2024.