Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
25 hedge funds and large institutions have $25.7M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
1% more capital invested
Capital invested by funds: $25.5M → $25.7M (+$174K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 28 → 25 (-3)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$743K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$470K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$362K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.26M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$709K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$554K |
| 4 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
-$210K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$184K |
GEQ Hedge Fund Activity: Q3 2014 in Review
25 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q3 2014, worth a combined $25.7M — up 0.68% from $25.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GEQ and 1 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Bank of America, adding an estimated $2.05M. The largest seller was Morgan Stanley, cutting an estimated $1.26M.
- 25 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q3 2014, down from 28 in Q2 2014.
- Funds reported $25.7M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q3 2014, up 0.68% quarter-over-quarter.
- 1 fund opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q3 2014 and 4 closed out, a net change of -3 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q3 2014 was Bank of America, an estimated $2.05M added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q3 2014 was Morgan Stanley, an estimated $1.26M sold.
Based on aggregated 13F filings for Q3 2014.