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STEW

SRH Total Return Fund

70 hedge funds and large institutions have $210M invested in SRH Total Return Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more capital invested

Capital invested by funds: $210M → $210M (+$262K)

1.35% less ownership

Funds ownership: 25.2%23.85% (-1.4%)

7% less funds holding

Funds holding: 7570 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
4
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$26.9M -$2.29M -287,398 -8%
KIM
2
Karpus Investment Management
New York
$24.9M -$470K -58,893 -2%
RJA
3
Raymond James & Associates
Florida
$24.8M -$36.3K -4,543 -0.1%
Lazard Asset Management
4
Lazard Asset Management
New York
$17.5M -$6.96M -872,199 -29%
Morgan Stanley
5
Morgan Stanley
New York
$13.7M -$700K -87,633 -5%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$12.8M +$438K +54,883 +4%
GFM
7
Gramercy Funds Management
Connecticut
$12M -$5.03K -630 -0%
MC
8
Matisse Capital
Oregon
$11.5M
MIG
9
Mariner Investment Group
New York
$10.3M
CL
10
CSS LLC
Illinois
$5.51M -$53.9K -6,749 -1%
SFS
11
Shaker Financial Services
Virginia
$5.35M -$5.04K -631 -0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.4M
Goldman Sachs
13
Goldman Sachs
New York
$4.35M -$156K -19,483 -4%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$3.68M
BI
15
Bulldog Investors
New Jersey
$3.46M
MFS
16
MSI Financial Services
Massachusetts
$2.5M +$76.7K +9,610 +3%
WA
17
WFG Advisors
Texas
$2.27M +$415K +52,024 +23%
BC
18
Brinker Capital
Pennsylvania
$2.09M -$210K -26,351 -9%
ST
19
Sentinel Trust
Texas
$2.04M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.91M +$15.2K +1,899 +0.8%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$1.48M +$46.8K +5,866 +3%
SA
22
SRH Advisors
Kansas
$1.3M -$84.6K -10,593 -6%
WAM
23
Wolverine Asset Management
Illinois
$1.06M +$224K +28,089 +27%
Wells Fargo
24
Wells Fargo
California
$1.02M +$295K +36,953 +41%
CCP
25
Centaur Capital Partners
Texas
$976K

STEW Hedge Fund Activity: Q2 2016 in Review

70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q2 2016, worth a combined $210M — up 0.13% from $210M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STEW and 4 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $438K. The largest seller was Lazard Asset Management, cutting an estimated $6.96M.

  • 70 institutional investors held SRH Total Return Fund (STEW) as of Q2 2016, down from 75 in Q1 2016.
  • Funds reported $210M of SRH Total Return Fund stock for Q2 2016, up 0.13% quarter-over-quarter.
  • 4 funds opened new SRH Total Return Fund positions in Q2 2016 and 9 closed out, a net change of -5 holders.
  • The largest SRH Total Return Fund buyer in Q2 2016 was Thomas J. Herzfeld Advisors, an estimated $438K added.
  • The largest SRH Total Return Fund seller in Q2 2016 was Lazard Asset Management, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2016.