Equus Total Return
9 hedge funds and large institutions have $169K invested in Equus Total Return in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.13% more ownership
Funds ownership: 1% → 1.13% (+0.13%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7% less capital invested
Capital invested by funds: $181K → $169K (-$12.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$15.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13K |
| 3 |
Morgan Stanley
New York
|
+$1 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$3.47K |
| 2 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
-$2.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $66K | – | – | – |
|
|
2
Morgan Stanley
New York
| $39.2K | +$1 | +1 | +0% |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $25.3K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $13.5K | +$15.2K | +12,250 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $12.3K | +$13K | +10,493 | +1,552% |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $10K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $2.75K | – | – | – |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $3 | -$3.47K | -2,798 | -100% |
|
9
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
UCI
10
Uncommon Cents Investing
Janesville,
Wisconsin
| – | -$2.48K | -1,822 | Closed |
|
EQS Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Equus Total Return (EQS) for Q4 2024, worth a combined $169K — down 6.7% from $181K a quarter earlier.
Fund positioning in EQS was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $15.2K. The largest seller was NBC Securities, cutting an estimated $3.47K.
- 9 institutional investors held Equus Total Return (EQS) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $169K of Equus Total Return stock for Q4 2024, down 6.7% quarter-over-quarter.
- 1 fund opened new Equus Total Return positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Equus Total Return buyer in Q4 2024 was Citadel Advisors, an estimated $15.2K added.
- The largest Equus Total Return seller in Q4 2024 was NBC Securities, an estimated $3.47K sold.
Based on aggregated 13F filings for Q4 2024.