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STEW

SRH Total Return Fund
STEW

116 hedge funds and large institutions have $258M invested in SRH Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

13% more capital invested

Capital invested by funds: $229M → $258M (+$28.9M)

5% more funds holding

Funds holding: 111 → 116 (+5)

1.75% more ownership

Funds ownership: 14.9% → 16.65% (+1.8%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
17
Increased
42
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.88M
2
CPRC
Consolidated Portfolio Review Corp
New York
+$2.28M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$1.76M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.47M
5
AC
Almitas Capital
California
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.5M
2
Morgan Stanley
Morgan Stanley
New York
-$2.59M
3
Cohen & Steers
Cohen & Steers
New York
-$2.46M
4
SWM
Sugarloaf Wealth Management
Georgia
-$589K
5
LCM
Landscape Capital Management
New Jersey
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$90.5K +$659 +41 +0.7%
Comerica Bank
102
Comerica Bank
Texas
$67.3K -$819 -51 -1%
NRG
103
Nemes Rush Group
Michigan
$58.3K +$514 +32 +0.9%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$35.2K – – –
Bessemer Group
105
Bessemer Group
New Jersey
$33K +$4.92K +306 +18%
AF
106
Advisornet Financial
Minnesota
$24K – – –
MA
107
MCF Advisors
Kentucky
$17K – – –
TSMHT
108
Thurston Springer Miller Herd & Titak
Indiana
$11.2K – – –
WA
109
WPG Advisers
Maryland
$8.06K +$8.08K +503 New
ANBT
110
American National Bank & Trust
Texas
$7.9K – – –
ADL
111
Asset Dedication LLC
California
$2.95K – – –
AssetMark Inc
112
AssetMark Inc
California
$2.67K – – –
GWM
113
Geneos Wealth Management
Colorado
$1.81K -$6.73K -419 -79%
FFA
114
Farther Finance Advisors
California
$288 – – –
NS
115
NBC Securities
Alabama
$152 -$152K -9,447 -100%
AF
116
Allworth Financial
California
$128 – – –
CYG
117
Clean Yield Group
Vermont
$1 – – –
NAS
118
NWF Advisory Services
California
– -$281K -17,800 Closed
Creative Planning
119
Creative Planning
Kansas
– -$232K -14,664 Closed
KAS
120
Kestra Advisory Services
Texas
– -$216K -13,688 Closed
SF
121
Synovus Financial
Georgia
– -$202K -12,794 Closed
MSAM
122
Moloney Securities Asset Management
Missouri
– -$168K -10,640 Closed
CWM
123
Connecticut Wealth Management
Connecticut
– -$160K -10,128 Closed
CA
124
Claris Advisors
Missouri
– -$71.3K -4,515 Closed
TIM
125
Tortoise Investment Management
New York
– -$26.3K -1,667 Closed
2 3 4
5
6

STEW Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q4 2024, worth a combined $258M — up 13% from $229M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STEW positions and 9 closed out — a net gain of 8 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.88M. The largest seller was Allspring Global Investments, cutting an estimated $4.5M.

  • 116 institutional investors held SRH Total Return Fund (STEW) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $258M of SRH Total Return Fund stock for Q4 2024, up 13% quarter-over-quarter.
  • 17 funds opened new SRH Total Return Fund positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest SRH Total Return Fund buyer in Q4 2024 was Karpus Investment Management, an estimated $3.88M added.
  • The largest SRH Total Return Fund seller in Q4 2024 was Allspring Global Investments, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2024.