STEW

SRH Total Return Fund

95 hedge funds and large institutions have $183M invested in SRH Total Return Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
16
Increased
32
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
26
IFP Advisors
Florida
$1.21M 109,173 -743 -0.7%
AA
27
Ancora Advisors
Ohio
$1.04M 93,698 -7,682 -8%
BC
28
Brinker Capital
Pennsylvania
$894K 80,614 -31,939 -28%
OC
29
Oppenheimer & Co
New York
$764K 68,864 +5,851 +9%
UBS Group
30
UBS Group
Switzerland
$762K 68,745 +51,335 +295%
AG
31
Advisor Group
Arizona
$755K 68,026 -5,461 -7%
RCM
32
Rivernorth Capital Management
Florida
$724K 65,326 -405,004 -86%
SJIC
33
St. James Investment Company
Texas
$693K 62,482
DADC
34
D.A. Davidson & Co
Montana
$658K 59,348 +4,877 +9%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$586K 52,903 +8,819 +20%
KLI
36
Kelman-Lazarov Inc
Tennessee
$541K 48,800 +13,440 +38%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$513K 46,258 -1,959 -4%
SWP
38
Stratos Wealth Partners
Ohio
$512K 46,130 -975 -2%
FIMG
39
Financial & Investment Management Group
Michigan
$506K 45,594 -799 -2%
ACM
40
AlphaStar Capital Management
North Carolina
$479K 43,173 +43,173 New
WAM
41
Weiss Asset Management
Massachusetts
$461K 41,592 +41,592 New
WS
42
Wedbush Securities
California
$440K 39,635 +7,584 +24%
CAM
43
Close Asset Management
United Kingdom
$411K 37,000
GWI
44
Grace & White Inc
New York
$405K 36,560
PPA
45
Parametric Portfolio Associates
Washington
$402K 36,283 +3,313 +10%
ASN
46
Advisory Services Network
Georgia
$353K 31,844 +6,829 +27%
FAIM
47
Financial Advocates Investment Management
Washington
$342K 30,800 +30,800 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$341K 30,783 -43 -0.1%
LPL Financial
49
LPL Financial
California
$337K 30,365 +30,365 New
IHL
50
Investment House LLC
California
$336K 30,325