Institutional Ownership of SWZ
Institutional investors managing over $100M must disclose their holdings to the SEC each quarter through Form 13F filings. Below are the most recently reported SWZ positions in Total Return Securities Fund, with each institution’s change versus its previous quarterly filing.
Institutions (recent filings)
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Reported Shares
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Reported Value
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Adding vs Reducing
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SWZ Stock Institutional Owners
Common-share positions from the latest 13F filings, newest first
| Investor | Shares | Change in Shares | Market Value | Date Reported |
|---|---|---|---|---|
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SWZ Derivatives Institutional Owners
PUT / CALL option positions on SWZ reported in the same filings
| Investor | Type | Underlying Shares | Market Value | Date Reported |
|---|---|---|---|---|
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Source: SEC EDGAR Form 13F filings. Only institutions that filed within the last ~4 months appear here; positions reflect each filer’s most recent quarterly disclosure.