STEW

SRH Total Return Fund
STEW

Overview Fund Activity

89 hedge funds and large institutions have $156M invested in SRH Total Return Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-6
Holders Change %
-6.32%
% 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
10
Increased
34
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.3M
2
QC
2
Quantedge Capital
Singapore
$1.93M
3
SFS
3
Shaker Financial Services
Virginia
$2.72M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.07M
5
Ameriprise
5
Ameriprise
Minnesota
$382K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$4.5M
2
AWS
2
Atria Wealth Solutions
New York
$0
3
WPA
3
Winning Points Advisors
Florida
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.9M
5
Mariner
5
Mariner
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
H6H
26
Hightower 6M Holding
Kansas
$806K -$280K -23,424 -26%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$804K -$157K -13,157 -16%
MML Investors Services
28
MML Investors Services
Massachusetts
$789K +$26.2K +2,188 +3%
ASN
29
Advisory Services Network
Georgia
$767K +$2.39K +200 +0.3%
DA
30
DCF Advisers
Connecticut
$705K -$71.7K -6,000 -9%
SWM
31
Sugarloaf Wealth Management
Georgia
$692K +$920 +77 +0.1%
LPL Financial
32
LPL Financial
California
$671K -$33.4K -2,793 -5%
TFCP
33
Twin Focus Capital Partners
Massachusetts
$657K – – –
Bank of America
34
Bank of America
North Carolina
$618K +$42.1K +3,518 +7%
AAM
35
Advisors Asset Management
Colorado
$510K -$9.04K -756 -2%
GWI
36
Grace & White Inc
New York
$437K – – –
WA
37
WealthTrust Axiom
Pennsylvania
$434K – – –
RJT
38
Raymond James Trust
Florida
$393K +$136K +11,387 +53%
RC
39
Roundview Capital
New Jersey
$382K -$5.97K -500 -2%
Ameriprise
40
Ameriprise
Minnesota
$382K +$382K +31,936 New
CAN
41
Cetera Advisor Networks
California
$316K – – –
SC
42
Stolper & Co
Oklahoma
$316K – – –
SWP
43
Stratos Wealth Partners
Ohio
$286K – – –
BS
44
Boenning & Scattergood
Pennsylvania
$270K +$24.7K +2,070 +10%
JWCA
45
J.W. Cole Advisors
Florida
$262K – – –
RWG
46
Ratio Wealth Group
Colorado
$234K – – –
NFG
47
Nations Financial Group
Iowa
$227K – – –
HCM
48
Highlander Capital Management
New Jersey
$217K +$978 +82 +0.5%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$213K -$13K -1,087 -6%
KAS
50
Kestra Advisory Services
Texas
$195K +$45.7K +3,825 +31%
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