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STEW

SRH Total Return Fund

37 hedge funds and large institutions have $67.9M invested in SRH Total Return Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $63.6M → $67.9M (+$4.33M)

6% more funds holding

Funds holding: 3537 (+2)

1.21% more ownership

Funds ownership: 27.1%28.32% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
13
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$9.01M +$769K +86,883 +10%
KIM
2
Karpus Investment Management
New York
$7.02M +$1.93M +218,428 +39%
GFM
3
Gramercy Funds Management
Connecticut
$6.99M -$292K -33,010 -4%
RCM
4
Rivernorth Capital Management
Florida
$6.91M
BI
5
Bulldog Investors
New Jersey
$6.68M
MIG
6
Mariner Investment Group
New York
$5.73M -$113K -12,787 -2%
Morgan Stanley
7
Morgan Stanley
New York
$5.23M +$58.4K +6,604 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.58M
Goldman Sachs
9
Goldman Sachs
New York
$2.56M -$115K -13,000 -4%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.95M +$603K +68,190 +46%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$1.66M
MFS
12
MSI Financial Services
Massachusetts
$1.48M +$103K +11,671 +8%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$1.36M -$439K -49,600 -25%
DGHMC
14
Dalton, Greiner, Hartman, Maher & Co
New York
$1.28M
ST
15
Sentinel Trust
Texas
$1.16M -$368K -41,639 -25%
SG Americas Securities
16
SG Americas Securities
New York
$909K
Wells Fargo
17
Wells Fargo
California
$604K -$1.77K -200 -0.3%
PPA
18
Parametric Portfolio Associates
Washington
$550K +$14.8K +1,669 +3%
AA
19
Ancora Advisors
Ohio
$543K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$528K +$10.6K +1,200 +2%
WAM
21
Wolverine Asset Management
Illinois
$494K +$240K +27,156 +99%
SA
22
SRH Advisors
Kansas
$411K
CL
23
CSS LLC
Illinois
$384K
AIG
24
American International Group
New York
$353K
TC
25
TFS Capital
Pennsylvania
$352K +$40.1K +4,527 +13%

STEW Hedge Fund Activity: Q4 2014 in Review

37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q4 2014, worth a combined $67.9M — up 6.8% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new STEW positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.93M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $439K.

  • 37 institutional investors held SRH Total Return Fund (STEW) as of Q4 2014, up from 35 in Q3 2014.
  • Funds reported $67.9M of SRH Total Return Fund stock for Q4 2014, up 6.8% quarter-over-quarter.
  • 4 funds opened new SRH Total Return Fund positions in Q4 2014 and 2 closed out, a net change of +2 holders.
  • The largest SRH Total Return Fund buyer in Q4 2014 was Karpus Investment Management, an estimated $1.93M added.
  • The largest SRH Total Return Fund seller in Q4 2014 was BNP Paribas Financial Markets, an estimated $439K sold.

Based on aggregated 13F filings for Q4 2014.