TOTAL RETURN SECURITIES FUND (SWZ) — institutional ownership
41 funds reported holding TOTAL RETURN SECURITIES FUND in their latest 13F filings, worth $32.2M in total (CUSIP 870875101).
Largest holders
- CSS LLC/IL — $6.18M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $5.15M
- Matisse Capital — $3.62M
- ICON ADVISERS INC/CO — $2.65M
- Shaker Financial Services, LLC — $2.42M
- Saba Capital Management, L.P. — $2.40M
- Logan Stone Capital, LLC — $1.18M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $1.00M
- EVOLVE PRIVATE WEALTH, LLC — $827K
- Yakira Capital Management, Inc. — $746K
Famous investors holding it
- Tom Russo portfolio (Gardner Russo & Quinn)
Insider buying and selling at TOTAL RETURN SECURITIES FUND
Who owns the most SWZ stock?
The largest institutional holders in the latest 13F filings are CSS LLC/IL ($6.18M), BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) ($5.15M), Matisse Capital ($3.62M).
How many funds own SWZ?
41 funds reported holding it, worth $32.2M in total.