STEW
SRH Total Return Fund
STEW
STEW
111 hedge funds and large institutions have $229M invested in SRH Total Return Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
3.7% less ownership
Funds ownership: 18.6% → 14.9% (-3.7%)
13% less capital invested
Capital invested by funds: $263M → $229M (-$34.1M)
Holders
111
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.28M | |
| 2 | +$1.95M | |
| 3 | +$1.28M | |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.25M |
| 5 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$988K |
Top Sellers
| 1 | -$50M | |
| 2 | -$4.58M | |
| 3 | -$2.98M | |
| 4 |
Cohen & Steers
New York
|
-$2.23M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.1M |