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STEW

SRH Total Return Fund

78 hedge funds and large institutions have $176M invested in SRH Total Return Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7878 (0)

3.54% less ownership

Funds ownership: 22.11%18.57% (-3.5%)

11% less capital invested

Capital invested by funds: $197M → $176M (-$21.3M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
9
Increased
25
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$28.1M +$491K +57,470 +2%
KIM
2
Karpus Investment Management
New York
$19.5M -$5.59M -653,700 -23%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M +$2.27M +265,436 +16%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$15.4M +$679K +79,367 +5%
RCM
5
Rivernorth Capital Management
Florida
$13.2M -$14.6M -1,703,284 -54%
MC
6
Matisse Capital
Oregon
$12.6M -$12K -1,400 -0.1%
GFM
7
Gramercy Funds Management
Connecticut
$7.19M -$5.73M -670,505 -45%
CL
8
CSS LLC
Illinois
$6.06M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.5M -$149K -17,409 -3%
WA
10
WFG Advisors
Texas
$4.21M +$345K +40,351 +9%
BI
11
Bulldog Investors
New Jersey
$3.81M
HSBC Holdings
12
HSBC Holdings
United Kingdom
$3.34M -$325K -38,000 -9%
Goldman Sachs
13
Goldman Sachs
New York
$3.01M -$249K -29,169 -8%
MFS
14
MSI Financial Services
Massachusetts
$2.95M +$148K +17,266 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.29M +$183K +21,368 +9%
MIG
16
Mariner Investment Group
New York
$1.97M -$4.62M -540,449 -71%
WPA
17
Winning Points Advisors
Florida
$1.87M +$1.79M +209,600 New
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$1.81M +$183K +21,353 +12%
ST
19
Sentinel Trust
Texas
$1.8M -$430K -50,276 -20%
SFS
20
Shaker Financial Services
Virginia
$1.76M -$3.27M -382,584 -66%
Wells Fargo
21
Wells Fargo
California
$1.75M +$304K +35,537 +22%
SA
22
SRH Advisors
Kansas
$1.43M
BC
23
Brinker Capital
Pennsylvania
$1.39M -$103K -11,999 -7%
BCA
24
Benchmark Capital Advisors
New York
$1.26M +$1.21M +141,000 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$1.21M +$1.16M +135,595 New

STEW Hedge Fund Activity: Q4 2016 in Review

78 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q4 2016, worth a combined $176M — down 11% from $197M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new STEW positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.27M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.6M.

  • 78 institutional investors held SRH Total Return Fund (STEW) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $176M of SRH Total Return Fund stock for Q4 2016, down 11% quarter-over-quarter.
  • 9 funds opened new SRH Total Return Fund positions in Q4 2016 and 8 closed out, a net change of +1 holder.
  • The largest SRH Total Return Fund buyer in Q4 2016 was Morgan Stanley, an estimated $2.27M added.
  • The largest SRH Total Return Fund seller in Q4 2016 was Rivernorth Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2016.