STEW

SRH Total Return Fund

95 hedge funds and large institutions have $198M invested in SRH Total Return Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
5
Increased
38
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DA
26
DCF Advisers
Connecticut
$1.09M -$91.8K -7,000 -8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.04M -$17.5K -1,333 -2%
ASN
28
Advisory Services Network
Georgia
$966K +$61.2K +4,667 +7%
6M
29
6 Meridian
Kansas
$949K -$265K -20,180 -22%
Osaic Holdings
30
Osaic Holdings
Arizona
$932K -$209K -15,893 -18%
MML Investors Services
31
MML Investors Services
Massachusetts
$773K -$43K -3,281 -5%
SWM
32
Sugarloaf Wealth Management
Georgia
$757K +$839 +64 +0.1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$711K -$83.5K -5,273 -11%
LPL Financial
34
LPL Financial
California
$669K +$528K +40,305 +375%
Bank of America
35
Bank of America
North Carolina
$597K +$44K +3,355 +8%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$572K -$7.1K -542 -1%
TFCP
37
Twin Focus Capital Partners
Massachusetts
$570K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$526K -$22.8K -1,742 -4%
CAN
39
Cetera Advisor Networks
California
$502K +$154K +11,743 +44%
GWI
40
Grace & White Inc
New York
$479K
RC
41
Roundview Capital
New Jersey
$428K -$956 -73 -0.2%
BI
42
Bulldog Investors
New Jersey
$391K -$10.5M -802,280 -96%
WA
43
WealthTrust Axiom
Pennsylvania
$387K
SWP
44
Stratos Wealth Partners
Ohio
$379K
RJT
45
Raymond James Trust
Florida
$372K
AA
46
Ancora Advisors
Ohio
$356K -$26.2K -2,000 -7%
AAM
47
Advisors Asset Management
Colorado
$353K +$353K +26,890 New
SC
48
Stolper & Co
Oklahoma
$346K -$3.83K -292 -1%
JWCA
49
J.W. Cole Advisors
Florida
$329K -$13 -1 -0%
FFBTD
50
First Financial Bank - Trust Division
Ohio
$317K