STEW

SRH Total Return Fund

100 hedge funds and large institutions have $127M invested in SRH Total Return Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.21%
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
27
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$717K -$255K -27,659 -26%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$665K -$87.5K -9,509 -12%
AA
28
Ancora Advisors
Ohio
$647K -$25.1K -2,731 -4%
ASN
29
Advisory Services Network
Georgia
$625K +$9.7K +1,055 +2%
Goldman Sachs
30
Goldman Sachs
New York
$585K +$585K +63,636 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$554K -$61.2K -6,822 -10%
DA
32
DCF Advisers
Connecticut
$541K
SWM
33
Sugarloaf Wealth Management
Georgia
$528K +$3.61K +392 +0.7%
Walleye Capital
34
Walleye Capital
New York
$496K +$146K +15,900 +42%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$475K +$83.1K +9,039 +21%
Bank of America
36
Bank of America
North Carolina
$464K -$165K -17,961 -26%
EP
37
Eudaimonia Partners
Tennessee
$456K +$456K +49,585 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$438K -$59.2K -6,434 -12%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$401K -$51K -5,536 -11%
SWP
40
Stratos Wealth Partners
Ohio
$362K -$1.84K -200 -0.5%
CAM
41
Close Asset Management
United Kingdom
$340K
GWI
42
Grace & White Inc
New York
$336K
TFCP
43
Twin Focus Capital Partners
Massachusetts
$319K -$370K -40,212 -54%
RJT
44
Raymond James Trust
Florida
$316K
IHL
45
Investment House LLC
California
$279K
RC
46
Roundview Capital
New Jersey
$276K +$32.1K +3,497 +13%
CAN
47
Cetera Advisor Networks
California
$268K +$24.9K +2,708 +10%
Citigroup
48
Citigroup
New York
$258K +$46.3K +5,032 +22%
SC
49
Stolper & Co
Oklahoma
$241K +$241K +26,225 New
Cerity Partners
50
Cerity Partners
New York
$239K -$16.9K -1,840 -7%