Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
27 hedge funds and large institutions have $26.5M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $23.3M → $26.5M (+$3.16M)
13% more funds holding
Funds holding: 24 → 27 (+3)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.96M |
| 2 |
RVPG
Relative Value Partners Group
|
+$2.3M |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$1.05M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$442K |
| 5 |
LPL Financial
San Diego,
California
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$929K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$689K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$418K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $18K | – | – | – |
|
27
JP Morgan Chase
New York
| $2K | – | – | – |
|
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$418K | -24,869 | Closed |
|
|
CCP
29
Clough Capital Partners
Boston,
Massachusetts
| – | -$200K | -11,900 | Closed |
|
|
HDIM
30
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$12K | -142 | Closed |
|
GEQ Hedge Fund Activity: Q4 2016 in Review
27 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q4 2016, worth a combined $26.5M — up 14% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GEQ positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.96M. The largest seller was Bank of America, cutting an estimated $1.16M.
- 27 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q4 2016, up from 24 in Q3 2016.
- Funds reported $26.5M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q4 2016, up 14% quarter-over-quarter.
- 6 funds opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q4 2016 and 3 closed out, a net change of +3 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q4 2016 was Shaker Financial Services, an estimated $2.96M added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q4 2016 was Bank of America, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2016.