SRH Total Return Fund
STEW
65 hedge funds and large institutions have $207M invested in SRH Total Return Fund in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 3 closing their positions.
933% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 3
575% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 4
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
205% more capital invested
Capital invested by funds: $67.9M → $207M (+$139M)
76% more funds holding
Funds holding: 37 → 65 (+28)
6.28% less ownership
Funds ownership: 28.32% → 22.03% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$27.2M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$18M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.7M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$10.1M |
| 5 |
Goldman Sachs
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$567K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$524K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$274K |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$167K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$41.6K |
STEW Hedge Fund Activity: Q1 2015 in Review
65 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q1 2015, worth a combined $207M — up 205% from $67.9M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new STEW positions and 3 closed out — a net gain of 28 holders — while 27 added to existing stakes and 4 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $27.2M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $567K.
- 65 institutional investors held SRH Total Return Fund (STEW) as of Q1 2015, up from 37 in Q4 2014.
- Funds reported $207M of SRH Total Return Fund stock for Q1 2015, up 205% quarter-over-quarter.
- 31 funds opened new SRH Total Return Fund positions in Q1 2015 and 3 closed out, a net change of +28 holders.
- The largest SRH Total Return Fund buyer in Q1 2015 was Rivernorth Capital Management, an estimated $27.2M added.
- The largest SRH Total Return Fund seller in Q1 2015 was BNP Paribas Financial Markets, an estimated $567K sold.
Based on aggregated 13F filings for Q1 2015.