Guru Ownership Trend
Guru Analysis for Total Return Securities, Inc (SWZ)
Total Return Securities, Inc (SWZ), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $0.
Top institutional holders include Tom Russo and Mario Gabelli.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $97,968.66 net outflow during the quarter.
Recent activity highlights Mario Gabelli who opened a new position. Conversely, Tom Russo reduced exposure by 33.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Total Return Securities, Inc (SWZ)
Major holders include Tom Russo ($579,163), Mario Gabelli ($190,329). According to the latest reported data, 2 tracked investment managers collectively hold approximately 129,763 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $97,968.66, with 1 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SWZ. The total reported sell value was $288,297.66.
Yes, 1 managers opened new positions in SWZ, and 0 increased their existing holdings. The total reported buy value was $190,329.