STEW

SRH Total Return Fund

95 hedge funds and large institutions have $183M invested in SRH Total Return Fund in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
2.16%
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
32
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCP
51
Cardan Capital Partners
Colorado
$311K 28,098 +3,477 +14%
CAN
52
Claraphi Advisory Network
United States
$305K 27,524 +27,524 New
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$302K 27,278 +2,898 +12%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$286K 25,780 -4,875 -16%
CA
55
Cetera Advisors
Colorado
$258K 23,091 +650 +3%
VCWA
56
Vanguard Capital Wealth Advisors
Colorado
$253K 22,783 +22,783 New
BTS
57
BB&T Securities
Virginia
$239K 21,624 +7,823 +57%
CAN
58
Cetera Advisor Networks
California
$234K 21,015 -7,730 -27%
Millennium Management
59
Millennium Management
New York
$224K 20,162 +1,462 +8%
Citigroup
60
Citigroup
New York
$222K 20,077
S
61
SignatureFD
Georgia
$217K 19,582
RC
62
Roundview Capital
New Jersey
$212K 19,119 -235 -1%
HighTower Advisors
63
HighTower Advisors
Illinois
$209K 18,849 +2,575 +16%
CP
64
Camelot Portfolios
Ohio
$203K 18,308 -525 -3%
FNBT
65
FineMark National Bank & Trust
Florida
$194K 17,500
MWM
66
Modera Wealth Management
New Jersey
$186K 16,769
RCM
67
RB Capital Management
Nevada
$185K 16,653 +158 +1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$164K 14,745 +255 +2%
MHS
69
M Holdings Securities
Oregon
$159K 14,344
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$158K 14,203 +2,700 +23%
RTS
71
Round Table Services
New Jersey
$143K 12,900
Goldman Sachs
72
Goldman Sachs
New York
$140K 12,611 -15,491 -55%
SKK
73
Shepherd Kaplan Krochuk
Massachusetts
$129K 11,600
NEGWA
74
New England Guild Wealth Advisors
Connecticut
$129K 17,369 +17,369 New
Northern Trust
75
Northern Trust
Illinois
$116K 10,464