Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
29 hedge funds and large institutions have $20.6M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
26% more funds holding
Funds holding: 23 → 29 (+6)
18% more capital invested
Capital invested by funds: $17.5M → $20.6M (+$3.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.3M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$452K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$410K |
| 4 |
SG Americas Securities
New York
|
+$289K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$102K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$89.9K |
| 3 |
Morgan Stanley
New York
|
-$58.9K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$35.8K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HDIM
26
Hanson & Doremus Investment Management
Burlington,
Vermont
| $11K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | – | – | – |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4K | – | – | – |
|
29
JP Morgan Chase
New York
| $2K | +$2.08K | +123 | New |
|
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$25K | -1,520 | Closed |
|
GEQ Hedge Fund Activity: Q4 2015 in Review
29 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q4 2015, worth a combined $20.6M — up 18% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GEQ positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.3M. The largest seller was Advisors Asset Management, cutting an estimated $102K.
- 29 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q4 2015, up from 23 in Q3 2015.
- Funds reported $20.6M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q4 2015, up 18% quarter-over-quarter.
- 7 funds opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q4 2015 and 1 closed out, a net change of +6 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q4 2015 was Shaker Financial Services, an estimated $1.3M added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q4 2015 was Advisors Asset Management, an estimated $102K sold.
Based on aggregated 13F filings for Q4 2015.