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STEW

SRH Total Return Fund

97 hedge funds and large institutions have $131M invested in SRH Total Return Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

3% more capital invested

Capital invested by funds: $127M → $131M (+$3.72M)

0.06% more ownership

Funds ownership: 13.4%13.45% (+0.06%)

3% less funds holding

Funds holding: 10097 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
10
Increased
37
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.1M -$1.82M -192,332 -8%
RJA
2
Raymond James & Associates
Florida
$17.9M +$24.4K +2,582 +0.1%
PPA
3
Parametric Portfolio Associates
Washington
$10M +$2.55M +269,506 +34%
PAIM
4
Punch & Associates Investment Management
Minnesota
$9.35M -$129K -13,623 -1%
BI
5
Bulldog Investors
New Jersey
$7.89M +$566K +59,734 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.19M -$72.5K -7,653 -1%
CL
7
CSS LLC
Illinois
$5.87M -$375K -39,596 -6%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$4.97M -$2.2M -232,165 -31%
Wells Fargo
9
Wells Fargo
California
$4.52M +$840K +88,666 +23%
MC
10
Matisse Capital
Oregon
$4.15M +$1.09M +115,207 +35%
BRWA
11
B. Riley Wealth Advisors
Florida
$3.57M -$1.59M -168,384 -31%
SFS
12
Shaker Financial Services
Virginia
$3.52M +$2.68M +282,836 +310%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$2.08M
WPA
14
Winning Points Advisors
Florida
$2.06M -$454K -47,950 -18%
6M
15
6 Meridian
Kansas
$2.02M +$1.18M +124,376 +139%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.87M -$24.2K -2,553 -1%
SA
17
SRH Advisors
Kansas
$1.68M +$7.8K +824 +0.5%
FHA
18
Flagship Harbor Advisors
Massachusetts
$1.59M -$141K -14,941 -8%
PCP
19
Proficio Capital Partners
Massachusetts
$1.35M
Stifel Financial
20
Stifel Financial
Missouri
$1.19M -$8.14K -860 -0.7%
DADC
21
D.A. Davidson & Co
Montana
$892K +$40.2K +4,242 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$873K -$26.6K -2,813 -3%
OC
23
Oppenheimer & Co
New York
$843K -$72.4K -7,644 -8%
DA
24
DCF Advisers
Connecticut
$835K +$283K +29,900 +51%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$795K -$298K -31,465 -27%

STEW Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q2 2020, worth a combined $131M — up 2.9% from $127M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of STEW and 10 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was Shaker Financial Services, adding an estimated $2.68M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.2M.

  • 97 institutional investors held SRH Total Return Fund (STEW) as of Q2 2020, down from 100 in Q1 2020.
  • Funds reported $131M of SRH Total Return Fund stock for Q2 2020, up 2.9% quarter-over-quarter.
  • 10 funds opened new SRH Total Return Fund positions in Q2 2020 and 13 closed out, a net change of -3 holders.
  • The largest SRH Total Return Fund buyer in Q2 2020 was Shaker Financial Services, an estimated $2.68M added.
  • The largest SRH Total Return Fund seller in Q2 2020 was Thomas J. Herzfeld Advisors, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2020.