STEW

SRH Total Return Fund

95 hedge funds and large institutions have $218M invested in SRH Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
36
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.19M +$520K +35,049 +77%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.19M +$32.2K +2,171 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.04M -$31.7K -2,134 -3%
DA
29
DCF Advisers
Connecticut
$964K -$267K -18,000 -22%
ASN
30
Advisory Services Network
Georgia
$949K -$10.2K -686 -1%
MML Investors Services
31
MML Investors Services
Massachusetts
$946K +$29.4K +1,982 +3%
LPL Financial
32
LPL Financial
California
$875K -$69.6K -4,689 -7%
SWM
33
Sugarloaf Wealth Management
Georgia
$858K +$1.08K +73 +0.1%
TFCP
34
Twin Focus Capital Partners
Massachusetts
$816K +$41K +2,764 +5%
Bank of America
35
Bank of America
North Carolina
$714K -$16.2K -1,093 -2%
AAM
36
Advisors Asset Management
Colorado
$644K -$15.9K -1,068 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$563K +$10.3K +694 +2%
GWI
38
Grace & White Inc
New York
$542K
WA
39
WealthTrust Axiom
Pennsylvania
$539K +$59 +4 +0%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$518K -$158K -8,975 -23%
RC
41
Roundview Capital
New Jersey
$482K -$2.97K -200 -0.6%
CAN
42
Cetera Advisor Networks
California
$393K -$250K -16,859 -39%
SC
43
Stolper & Co
Oklahoma
$393K +$1.65K +111 +0.4%
SWP
44
Stratos Wealth Partners
Ohio
$354K -$74.1K -5,000 -17%
Mariner
45
Mariner
Kansas
$331K +$331K +22,300 New
JWCA
46
J.W. Cole Advisors
Florida
$326K -$14.9K -1,000 -4%
RJT
47
Raymond James Trust
Florida
$319K -$103K -6,914 -24%
BS
48
Boenning & Scattergood
Pennsylvania
$305K -$13.8K -931 -4%
RWG
49
Ratio Wealth Group
Colorado
$291K
PFS
50
Prospera Financial Services
Texas
$288K +$288K +19,448 New