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STEW

SRH Total Return Fund

111 hedge funds and large institutions have $264M invested in SRH Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

13% more funds holding

Funds holding: 98111 (+13)

11% more capital invested

Capital invested by funds: $238M → $264M (+$26.3M)

0.75% more ownership

Funds ownership: 18.8%19.55% (+0.75%)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
111
Holders Change
+13
Holders Change %
+13.27%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
29
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$104M +$34.7M +2,634,483 +54%
BI
2
Bulldog Investors
New Jersey
$18.8M +$2.03M +154,353 +13%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$14.7M +$3.41M +259,138 +32%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$14.3M +$13.6M +1,029,804 New
BRWA
5
B. Riley Wealth Advisors
Florida
$9.17M +$1.53M +116,150 +21%
SFS
6
Shaker Financial Services
Virginia
$8.58M +$87.4K +6,643 +1%
CL
7
CSS LLC
Illinois
$8.23M +$73.2K +5,562 +0.9%
Cohen & Steers
8
Cohen & Steers
New York
$6.74M
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$5.49M -$585K -44,453 -10%
PAIM
10
Punch & Associates Investment Management
Minnesota
$4.89M -$355K -26,951 -7%
RJA
11
Raymond James & Associates
Florida
$4.63M -$96.9K -7,366 -2%
AA
12
AQR Arbitrage
Connecticut
$3.24M +$772K +58,686 +34%
WAM
13
Wolverine Asset Management
Illinois
$3.08M -$214K -16,255 -7%
AWS
14
Atria Wealth Solutions
New York
$2.91M -$3.94K -299 -0.1%
FHA
15
Flagship Harbor Advisors
Massachusetts
$2.78M -$356K -27,068 -12%
1CP
16
1607 Capital Partners
Virginia
$2.67M +$515K +39,142 +26%
SA
17
SRH Advisors
Kansas
$2.62M +$11.4K +863 +0.5%
Wells Fargo
18
Wells Fargo
California
$2.35M +$102K +7,747 +5%
AC
19
Almitas Capital
California
$2.25M +$387K +29,386 +22%
MC
20
Matisse Capital
Oregon
$2.15M +$2.04M +155,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.09M -$166K -12,621 -8%
QC
22
Quantedge Capital
Singapore
$1.88M +$30.3K +2,300 +2%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.62M -$20.2K -1,538 -1%
RL
24
RPO LLC
Connecticut
$1.57M
Bank of America
25
Bank of America
North Carolina
$1.43M +$310K +23,531 +30%

STEW Hedge Fund Activity: Q4 2023 in Review

111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q4 2023, worth a combined $264M — up 11% from $238M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new STEW positions and 6 closed out — a net gain of 15 holders — while 29 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.7M. The largest seller was Atlas Wealth, exiting entirely with an estimated $44.5M sold.

  • 111 institutional investors held SRH Total Return Fund (STEW) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $264M of SRH Total Return Fund stock for Q4 2023, up 11% quarter-over-quarter.
  • 21 funds opened new SRH Total Return Fund positions in Q4 2023 and 6 closed out, a net change of +15 holders.
  • The largest SRH Total Return Fund buyer in Q4 2023 was Morgan Stanley, an estimated $34.7M added.
  • The largest SRH Total Return Fund seller in Q4 2023 was Atlas Wealth, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2023.