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STEW
SRH Total Return Fund
STEW
STEW
125 hedge funds and large institutions have $270M invested in SRH Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
34% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 35
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0.02% more ownership
Funds ownership: 16.37% → 16.39% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less funds holding
Funds holding: 128 → 125 (-3)
8% less capital invested
Capital invested by funds: $293M → $270M (-$22.5M)
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
47
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.16M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$2.75M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.57M |
| 4 |
JWM
JP Wealth Management
Mt. Pleasant,
South Carolina
|
+$1.42M |
| 5 |
Cohen & Steers
New York
|
+$1.24M |
Top Sellers
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$4.88M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.37M |
| 3 |
Morgan Stanley
New York
|
-$3.48M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.54M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$654K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
126
AQR Arbitrage
Greenwich,
Connecticut
| – | -$2.54M | -137,083 | Closed |
|
|
IA
127
IFG Advisory
Atlanta,
Georgia
| – | -$654K | -35,248 | Closed |
|
128
Calamos Advisors
Naperville,
Illinois
| – | -$449K | -24,196 | Closed |
|
|
HWMO
129
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| – | -$368K | -19,856 | Closed |
|
|
DWM
130
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$318K | -17,145 | Closed |
|
131
Mariner
Overland Park,
Kansas
| – | -$186K | -10,058 | Closed |
|
132
JP Morgan Chase
New York
| – | -$117K | -6,320 | Closed |
|
|
OC
133
Optima Capital
Beaverton,
Oregon
| – | -$18.5K | -1,000 | Closed |
|
|
IIM
134
IFC & Insurance Marketing
Auburn,
California
| – | -$17K | -898 | Closed |
|
|
SIS
135
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$1.85K | -100 | Closed |
|
|
FIA
136
FNY Investment Advisers
New York
| – | +$356 | +20 | New |
|