SWZ Total Return Securities Fund: institutional ownership and insider trading
41 funds reported holding $32.2M of Total Return Securities Fund in their latest 13F filings; in Q2 2026 funds net bought $2.60M, with 6 new positions and 7 funds selling out; over the last 12 months insiders bought $1.51M and sold $347K on the open market.
Famous investors holding SWZ
- Tom Russo (Gardner Russo & Quinn): $580K, 0.0% of the portfolio
Largest institutional holders of SWZ
- 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
Recent SWZ insider trades
- Oct 8, 2026: Goldstein Phillip bought 5,000 shares ($28.6K)
- Sep 28, 2026: Sell Moritz A bought 2,000 shares ($11.5K)
- Sep 28, 2026: Dakos Andrew bought 20,000 shares ($116K)
- Aug 31, 2026: Sell Moritz A bought 3,000 shares ($17.9K)
5%+ owners
- CSS LLC/IL: 7.9% (Schedule 13G/A, filed Apr 17, 2026)
- BANK OF AMERICA CORP /DE/: 6.7% (Schedule 13G, filed Aug 3, 2026)