Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
24 hedge funds and large institutions have $24.3M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $22.5M → $24.3M (+$1.83M)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
+$2.02M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$255K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$213K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$207K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$802K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$459K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$68.6K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$53.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$46.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$19K | -1,000 | Closed |
|
GEQ Hedge Fund Activity: Q1 2014 in Review
24 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q1 2014, worth a combined $24.3M — up 8.1% from $22.5M a quarter earlier.
Fund positioning in GEQ was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was D'Orazio & Associates, adding an estimated $2.02M. The largest seller was Wolverine Asset Management, cutting an estimated $802K.
- 24 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $24.3M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q1 2014, up 8.1% quarter-over-quarter.
- 2 funds opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q1 2014 was D'Orazio & Associates, an estimated $2.02M added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q1 2014 was Wolverine Asset Management, an estimated $802K sold.
Based on aggregated 13F filings for Q1 2014.