Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
21 hedge funds and large institutions have $14.9M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.71% less ownership
Funds ownership: 9.42% → 8.71% (-0.71%)
12% less capital invested
Capital invested by funds: $16.9M → $14.9M (-$1.97M)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$954K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$388K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$128K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$68.5K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$34.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.2M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$581K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$231K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$204K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$196K |
GEQ Hedge Fund Activity: Q1 2015 in Review
21 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q1 2015, worth a combined $14.9M — down 12% from $16.9M a quarter earlier.
Fund positioning in GEQ was balanced in Q1 2015: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 10 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $954K. The largest seller was Cornerstone Advisors, cutting an estimated $1.2M.
- 21 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $14.9M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q1 2015, down 12% quarter-over-quarter.
- 3 funds opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q1 2015 and 3 closed out, a net change of 0 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q1 2015 was Shaker Financial Services, an estimated $954K added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q1 2015 was Cornerstone Advisors, an estimated $1.2M sold.
Based on aggregated 13F filings for Q1 2015.