Gugnheim Eql Wght Enh Eqty In Fd
GEQ
GEQ was delisted on the 17th of March, 2017.
23 hedge funds and large institutions have $17.5M invested in Gugnheim Eql Wght Enh Eqty In Fd in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
10% more funds holding
Funds holding: 21 → 23 (+2)
0% more capital invested
Capital invested by funds: $17.4M → $17.5M (+$51K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$853K |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$383K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$374K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$365K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$249K |
| 2 |
LPL Financial
San Diego,
California
|
-$208K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$118K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$77K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$61.7K |
GEQ Hedge Fund Activity: Q3 2015 in Review
23 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Gugnheim Eql Wght Enh Eqty In Fd (GEQ) for Q3 2015, worth a combined $17.5M — up 0.29% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GEQ positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $853K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $249K sold.
- 23 institutional investors held Gugnheim Eql Wght Enh Eqty In Fd (GEQ) as of Q3 2015, up from 21 in Q2 2015.
- Funds reported $17.5M of Gugnheim Eql Wght Enh Eqty In Fd stock for Q3 2015, up 0.29% quarter-over-quarter.
- 5 funds opened new Gugnheim Eql Wght Enh Eqty In Fd positions in Q3 2015 and 2 closed out, a net change of +3 holders.
- The largest Gugnheim Eql Wght Enh Eqty In Fd buyer in Q3 2015 was Shaker Financial Services, an estimated $853K added.
- The largest Gugnheim Eql Wght Enh Eqty In Fd seller in Q3 2015 was Curi RMB Capital, an estimated $249K sold.
Based on aggregated 13F filings for Q3 2015.