Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
24 hedge funds and large institutions have $22.5M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
39% more capital invested
Capital invested by funds: $16.1M → $22.5M (+$6.34M)
9% more funds holding
Funds holding: 22 → 24 (+2)
0.39% less ownership
Funds ownership: 10.57% → 10.18% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$954K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$649K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$324K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$163K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$59.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.48M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$591K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$402K |
| 4 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
-$236K |
| 5 |
Morgan Stanley
New York
|
-$168K |
GEQ Hedge Fund Activity: Q4 2013 in Review
24 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q4 2013, worth a combined $22.5M — up 39% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GEQ positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $954K. The largest seller was Shaker Financial Services, cutting an estimated $1.48M.
- 24 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q4 2013, up from 22 in Q3 2013.
- Funds reported $22.5M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q4 2013, up 39% quarter-over-quarter.
- 3 funds opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q4 2013 was Cornerstone Advisors, an estimated $954K added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q4 2013 was Shaker Financial Services, an estimated $1.48M sold.
Based on aggregated 13F filings for Q4 2013.