STEW

SRH Total Return Fund

100 hedge funds and large institutions have $127M invested in SRH Total Return Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
2.21%
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
27
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
51
Cardan Capital Partners
Colorado
$227K -$47.8K -5,186 -17%
Truist Financial
52
Truist Financial
North Carolina
$221K -$3.98K -433 -2%
WS
53
Wedbush Securities
California
$211K -$163K -17,644 -44%
Walleye Trading
54
Walleye Trading
New York
$206K -$8.28K -900 -4%
COLIM
55
City of London Investment Management
United Kingdom
$197K +$23.5K +2,546 +14%
RCM
56
RB Capital Management
Nevada
$185K +$1.57K +175 +0.9%
GPFA
57
Game Plan Financial Advisors
Ohio
$171K +$69.3K +7,500 +68%
BCA
58
Bay Colony Advisors
Massachusetts
$163K -$11.1K -1,201 -6%
HCM
59
Highlander Capital Management
New Jersey
$158K +$617 +67 +0.4%
9WM
60
9258 Wealth Management
Ohio
$143K -$6.03K -633 -4%
TC
61
Trilogy Capital
California
$142K -$18.9K -1,981 -12%
WA
62
WealthTrust Axiom
Pennsylvania
$139K +$139K +15,150 New
MGWM
63
Marks Group Wealth Management
Minnesota
$138K
MWM
64
Modera Wealth Management
New Jersey
$137K
LWA
65
Lenox Wealth Advisors
New York
$135K
MOS
66
MGO One Seven
Ohio
$135K +$135K +14,705 New
BS
67
Boenning & Scattergood
Pennsylvania
$132K +$132K +14,317 New
SCM
68
Southport Capital Management
Tennessee
$132K +$132K +14,344 New
FAIM
69
Financial Advocates Investment Management
Washington
$129K +$129K +14,056 New
MPCG
70
Matrix Private Capital Group
New York
$125K
WT
71
Whittier Trust
California
$125K
AA
72
AQR Arbitrage
Connecticut
$121K +$121K +13,120 New
CA
73
Cetera Advisors
Colorado
$119K -$27.9K -3,039 -19%
LPL Financial
74
LPL Financial
California
$109K -$66.7K -7,248 -38%
SI
75
Stephens Inc
Arkansas
$107K -$13.9K -1,500 -11%