STEW

SRH Total Return Fund

96 hedge funds and large institutions have $237M invested in SRH Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
30
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.17M -$15.7K -1,180 -1%
AA
27
AQR Arbitrage
Connecticut
$1.1M +$728K +54,795 +195%
UBS Group
28
UBS Group
Switzerland
$1.03M -$282K -21,222 -21%
OC
29
Oppenheimer & Co
New York
$1M -$46.5K -3,505 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$984K +$5.09K +383 +0.5%
Osaic Holdings
31
Osaic Holdings
Arizona
$966K -$168K -12,682 -15%
MML Investors Services
32
MML Investors Services
Massachusetts
$917K +$27K +2,032 +3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$878K -$12.9K -975 -1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$849K +$4.65K +350 +0.6%
LPL Financial
35
LPL Financial
California
$813K -$24.2K -1,820 -3%
ASN
36
Advisory Services Network
Georgia
$810K -$22.5K -1,698 -3%
Bank of America
37
Bank of America
North Carolina
$807K +$15.6K +1,178 +2%
EP
38
Eudaimonia Partners
Tennessee
$796K +$21.6K +1,629 +3%
Stifel Financial
39
Stifel Financial
Missouri
$794K -$146K -11,020 -16%
DA
40
DCF Advisers
Connecticut
$784K
AAM
41
Advisors Asset Management
Colorado
$754K -$282K -21,233 -27%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$731K
CCFM
43
Clear Creek Financial Management
Washington
$680K +$254K +19,100 +60%
SIA
44
SkyView Investment Advisors
New Jersey
$664K +$664K +50,000 New
SWM
45
Sugarloaf Wealth Management
Georgia
$597K -$83.1K -6,258 -12%
KWA
46
Kingswood Wealth Advisors
California
$565K +$565K +42,550 New
WA
47
WealthTrust Axiom
Pennsylvania
$490K
GWI
48
Grace & White Inc
New York
$486K
RJT
49
Raymond James Trust
Florida
$429K +$107K +8,084 +33%
RC
50
Roundview Capital
New Jersey
$428K +$6.65K +501 +2%