TOTAL RETURN SECURITIES FUND (SWZ): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in SWZ. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$2.6M
Across holders
Last Price
$5.94
2026-08-24
Sector
—
GICS
Quarterly fund activity0 increased0 reduced1 exited
Full exits: Ancora Advisors, LLC
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. CIK 0001510281 | Hedge Fund | 404K | $2.4M | 92.6% | 0.1% | Unchanged | +$0 | Q2 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 32K | $191K | 7.4% | 0.0% | Unchanged | +$0 | Q2 2026 |
Loading recent insider activity…