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 Q4 2025, a total of 1 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $0.
Top institutional holders include Tom Russo.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.79 M net outflow during the quarter.
On the selling side, Tom Russo reduced exposure by 66.3%.
FAQs for Total Return Securities, Inc (SWZ)
Major holders include Tom Russo ($909,884). According to the latest reported data, 1 tracked investment managers collectively hold approximately 146,284 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.79 M, with 0 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 $1.79 M.
No tracked managers opened new positions or increased their holdings in SWZ during the most recent reporting period.