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.
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$13.5K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$12.3K |
| 3 |
3
Morgan Stanley
New York
|
$39.2K |
Top Sellers
| 1 |
NS
1
NBC Securities
Birmingham,
Alabama
|
$3 |
| 2 |
UCI
2
Uncommon Cents Investing
Janesville,
Wisconsin
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $66K | 60,000 | – | – |
|
|
2
Morgan Stanley
New York
| $39.2K | 35,666 | +1 | +0% |
|
|
CL
3
CSS LLC
Chicago,
Illinois
| $25.3K | 22,999 | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $13.5K | 12,250 | +12,250 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $12.3K | 11,169 | +10,493 | +1,552% |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $10K | 9,102 | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $2.75K | 2,497 | – | – |
|
|
NS
8
NBC Securities
Birmingham,
Alabama
| $3 | 2 | -2,798 | -100% |
|
9
Wells Fargo
San Francisco,
California
| $1 | 1 | – | – |
|
|
UCI
10
Uncommon Cents Investing
Janesville,
Wisconsin
| – | – | -1,822 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|