SRH Total Return Fund
STEW
112 hedge funds and large institutions have $263M invested in SRH Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 30
20% more capital invested
Capital invested by funds: $220M → $263M (+$43M)
6% more funds holding
Funds holding: 106 → 112 (+6)
3.53% more ownership
Funds ownership: 15.07% → 18.6% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$49.9M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.05M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.24M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$1.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.82M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.53M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.14M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.66M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$1.28M |
STEW Hedge Fund Activity: Q2 2024 in Review
112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q2 2024, worth a combined $263M — up 20% from $220M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new STEW positions and 3 closed out — a net gain of 9 holders — while 45 added to existing stakes and 30 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $49.9M. The largest seller was Morgan Stanley, cutting an estimated $2.82M.
- 112 institutional investors held SRH Total Return Fund (STEW) as of Q2 2024, up from 106 in Q1 2024.
- Funds reported $263M of SRH Total Return Fund stock for Q2 2024, up 20% quarter-over-quarter.
- 12 funds opened new SRH Total Return Fund positions in Q2 2024 and 3 closed out, a net change of +9 holders.
- The largest SRH Total Return Fund buyer in Q2 2024 was Atlas Wealth, an estimated $49.9M added.
- The largest SRH Total Return Fund seller in Q2 2024 was Morgan Stanley, an estimated $2.82M sold.
Based on aggregated 13F filings for Q2 2024.