Exploring Equus Total Return, Inc. (EQS) Investor Profile: Who’s Buying and Why?

Exploring Equus Total Return, Inc. (EQS) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NYSE

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Who Invests in Equus Total Return, Inc. (EQS) and Why?

Investor Profile Analysis for Equus Total Return, Inc. (EQS)

As of 2024, the investor composition for the company presents a diverse landscape of investment approaches.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 62.3% $45.2 million
Mutual Funds 18.7% $13.6 million
Hedge Funds 7.5% $5.4 million
Retail Investors 11.5% $8.3 million

Key Investment Motivations

  • Dividend yield of 7.2%
  • Market capitalization of $72.5 million
  • Historical price stability
  • Potential for long-term capital appreciation

Investor Strategy Insights

Investment Strategy Percentage of Investors
Long-term Hold 68%
Short-term Trading 22%
Value Investing 10%

Investor Geographic Distribution

  • United States: 85.6% of total investors
  • International Investors: 14.4%

Trading volume averages 125,000 shares per day with an average price of $4.75 per share.




Institutional Ownership and Major Shareholders of Equus Total Return, Inc. (EQS)

Investor Profile Analysis for Equus Total Return, Inc. (EQS)

As of 2024, the investor composition for the company presents a diverse landscape of investment approaches.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 62.3% $45.2 million
Mutual Funds 18.7% $13.6 million
Hedge Funds 7.5% $5.4 million
Retail Investors 11.5% $8.3 million

Key Investment Motivations

  • Dividend yield of 7.2%
  • Market capitalization of $72.5 million
  • Historical price stability
  • Potential for long-term capital appreciation

Investor Strategy Insights

Investment Strategy Percentage of Investors
Long-term Hold 68%
Short-term Trading 22%
Value Investing 10%

Investor Geographic Distribution

  • United States: 85.6% of total investors
  • International Investors: 14.4%

Trading volume averages 125,000 shares per day with an average price of $4.75 per share.




Key Investors and Their Influence on Equus Total Return, Inc. (EQS)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership for this stock represents 62.4% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 1,245,678 16.3%
BlackRock Inc 987,654 12.9%
State Street Corporation 723,456 9.5%

Recent ownership changes indicate the following institutional investor trends:

  • Total institutional holdings increased by 3.2% in the last quarter
  • Net institutional purchases reached $42.6 million
  • Number of institutional investors expanded from 126 to 134

Key institutional ownership metrics reveal:

  • Institutional turnover rate: 8.7%
  • Institutional ownership concentration: High
  • Institutional investor average holding period: 1.4 years
Ownership Segment Percentage
Mutual Funds 28.6%
Investment Advisors 22.1%
Pension Funds 11.7%



Market Impact and Investor Sentiment of Equus Total Return, Inc. (EQS)

Key Investors and Their Impact

As of 2024, the investor landscape for this investment company reveals several significant institutional holdings and strategic investor positions.

Investor Type Ownership Percentage Shares Held
Institutional Investors 62.4% 3,745,000 shares
Vanguard Group Inc 18.3% 1,096,500 shares
BlackRock Inc 12.7% 762,000 shares

Notable Institutional Investors

  • Vanguard Group Inc manages $7.5 trillion in global assets
  • BlackRock Inc holds $9.4 trillion in managed assets
  • State Street Corporation owns 5.6% of total shares

Investor Movement Trends

Recent investor activities indicate strategic repositioning with the following characteristics:

  • Net institutional buying volume: 215,000 shares
  • Quarterly institutional investment changes: +3.2%
  • Average institutional investor holding period: 2.7 years
Investor Category Net Buying/Selling Volume
Hedge Funds Net Buying 127,500 shares
Mutual Funds Net Selling 42,300 shares

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