Equus Total Return
9 hedge funds and large institutions have $181K invested in Equus Total Return in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.6% less ownership
Funds ownership: 1.6% → 1% (-0.6%)
10% less funds holding
Funds holding: 10 → 9 (-1)
37% less capital invested
Capital invested by funds: $286K → $181K (-$105K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$2.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
-$92K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.9K |
| 4 |
Morgan Stanley
New York
|
-$1 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $79.2K | – | – | – |
|
|
2
Morgan Stanley
New York
| $48.5K | -$1 | -1 | -0% |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $31.3K | – | – | – |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $12.4K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $3.4K | – | – | – |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $3K | – | – | – |
|
|
UCI
7
Uncommon Cents Investing
Janesville,
Wisconsin
| $2.48K | +$2.47K | +1,822 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $919 | -$1.9K | -1,405 | -68% |
|
9
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
FIA
10
FNY Investment Advisers
New York
| – | -$92K | -69,852 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$16.1K | -12,222 | Closed |
|
EQS Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q3 2024, worth a combined $181K — down 37% from $286K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EQS and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was Uncommon Cents Investing, opening a new position worth an estimated $2.47K. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $92K sold.
- 9 institutional investors held Equus Total Return (EQS) as of Q3 2024, down from 10 in Q2 2024.
- Funds reported $181K of Equus Total Return stock for Q3 2024, down 37% quarter-over-quarter.
- 1 fund opened new Equus Total Return positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest Equus Total Return buyer in Q3 2024 was Uncommon Cents Investing, an estimated $2.47K added.
- The largest Equus Total Return seller in Q3 2024 was FNY Investment Advisers, an estimated $92K sold.
Based on aggregated 13F filings for Q3 2024.