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STEW

SRH Total Return Fund

62 hedge funds and large institutions have $198M invested in SRH Total Return Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.32% less ownership

Funds ownership: 22.03%21.71% (-0.32%)

4% less capital invested

Capital invested by funds: $207M → $198M (-$9.23M)

5% less funds holding

Funds holding: 6562 (-3)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
5
Increased
20
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$32.7M -$9 -1 -0%
KIM
2
Karpus Investment Management
New York
$26.4M +$2.56M +295,500 +10%
RJA
3
Raymond James & Associates
Florida
$23.1M +$554K +64,068 +2%
BI
4
Bulldog Investors
New Jersey
$14.2M -$9 -1 -0%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$13M +$1.38M +159,779 +12%
GFM
6
Gramercy Funds Management
Connecticut
$12.3M -$2.09M -241,991 -14%
Morgan Stanley
7
Morgan Stanley
New York
$11.9M -$197K -22,779 -2%
Goldman Sachs
8
Goldman Sachs
New York
$10.5M -$1.56M -180,848 -13%
MIG
9
Mariner Investment Group
New York
$9.63M +$2.01M +232,681 +26%
CL
10
CSS LLC
Illinois
$5.71M
HSBC Holdings
11
HSBC Holdings
United Kingdom
$3.82M +$2.33M +268,978 +146%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.38M
SFS
13
Shaker Financial Services
Virginia
$3.3M -$1.37M -158,224 -29%
MFS
14
MSI Financial Services
Massachusetts
$2.4M -$23.6K -2,727 -0.9%
ST
15
Sentinel Trust
Texas
$2.12M -$17 -2 -0%
SG Americas Securities
16
SG Americas Securities
New York
$1.89M -$638K -73,710 -25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.49M +$31.3K +3,621 +2%
SA
18
SRH Advisors
Kansas
$1.43M +$119K +13,787 +9%
COLIM
19
City of London Investment Management
United Kingdom
$1.43M
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$1.2M +$6.06K +700 +0.5%
WA
21
WFG Advisors
Texas
$1.13M +$909K +105,008 +366%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$998K
WAM
23
Wolverine Asset Management
Illinois
$953K +$84.4K +9,754 +9%
RA
24
Raffles Associates
New York
$868K
BP
25
Boston Provident
New Jersey
$843K +$4.62K +534 +0.5%

STEW Hedge Fund Activity: Q2 2015 in Review

62 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q2 2015, worth a combined $198M — down 4.5% from $207M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of STEW and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.56M. The largest seller was Sculptor Capital, cutting an estimated $6.1M.

  • 62 institutional investors held SRH Total Return Fund (STEW) as of Q2 2015, down from 65 in Q1 2015.
  • Funds reported $198M of SRH Total Return Fund stock for Q2 2015, down 4.5% quarter-over-quarter.
  • 5 funds opened new SRH Total Return Fund positions in Q2 2015 and 7 closed out, a net change of -2 holders.
  • The largest SRH Total Return Fund buyer in Q2 2015 was Karpus Investment Management, an estimated $2.56M added.
  • The largest SRH Total Return Fund seller in Q2 2015 was Sculptor Capital, an estimated $6.1M sold.

Based on aggregated 13F filings for Q2 2015.