STEW
SRH Total Return Fund
STEW
STEW
110 hedge funds and large institutions have $264M invested in SRH Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
15% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 34
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
110
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$36.5M | |
| 2 | +$3.59M | |
| 3 | +$2.15M | |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.13M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.61M |
Top Sellers
| 1 | -$44.5M | |
| 2 | -$808K | |
| 3 | -$785K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$683K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$617K |