STEW
SRH Total Return Fund
STEW
STEW
109 hedge funds and large institutions have $262M invested in SRH Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
6% less funds holding
Funds holding: 116 → 109 (-7)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Holders
109
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$3.31M | |
| 2 | +$1.73M | |
| 3 | +$1.54M | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.12M |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$1.03M |
Top Sellers
| 1 | -$7.69M | |
| 2 | -$2.29M | |
| 3 | -$1.47M | |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.46M |
| 5 |
Morgan Stanley
New York
|
-$1.31M |