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GEQ

Gugnheim Eql Wght Enh Eqty In Fd
GEQ

Delisted

GEQ was delisted on the 17th of March, 2017.

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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.

New
Increased
Maintained
Reduced
Closed

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)

1.29% more ownership

Funds ownership: 10.8% → 12.09% (+1.3%)

0% more capital invested

Capital invested by funds: $17.4M → $17.5M (+$51K)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$853K
2
BTS
BB&T Securities
Virginia
+$383K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$374K
4
WAM
Wolverine Asset Management
Illinois
+$365K
5
UBS Group
UBS Group
Switzerland
+$343K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$249K
2
LPL Financial
LPL Financial
California
-$208K
3
AAM
Advisors Asset Management
Colorado
-$118K
4
DA
Doliver Advisors
Texas
-$77K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$61.7K

GEQ Hedge Fund Activity: Q3 2015 in Review

23 of the 3,590 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.