SRH Total Return Fund
STEW
116 hedge funds and large institutions have $258M invested in SRH Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
13% more capital invested
Capital invested by funds: $229M → $258M (+$28.9M)
5% more funds holding
Funds holding: 111 → 116 (+5)
1.75% more ownership
Funds ownership: 14.9% → 16.65% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.88M |
| 2 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$2.28M |
| 3 |
Capstone Investment Advisors
New York
|
+$1.76M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.47M |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.5M |
| 2 |
Morgan Stanley
New York
|
-$2.59M |
| 3 |
Cohen & Steers
New York
|
-$2.46M |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$589K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$567K |
STEW Hedge Fund Activity: Q4 2024 in Review
116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SRH Total Return Fund (STEW) for Q4 2024, worth a combined $258M — up 13% from $229M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new STEW positions and 9 closed out — a net gain of 8 holders — while 42 added to existing stakes and 24 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $3.88M. The largest seller was Allspring Global Investments, cutting an estimated $4.5M.
- 116 institutional investors held SRH Total Return Fund (STEW) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $258M of SRH Total Return Fund stock for Q4 2024, up 13% quarter-over-quarter.
- 17 funds opened new SRH Total Return Fund positions in Q4 2024 and 9 closed out, a net change of +8 holders.
- The largest SRH Total Return Fund buyer in Q4 2024 was Karpus Investment Management, an estimated $3.88M added.
- The largest SRH Total Return Fund seller in Q4 2024 was Allspring Global Investments, an estimated $4.5M sold.
Based on aggregated 13F filings for Q4 2024.