STEW

SRH Total Return Fund

96 hedge funds and large institutions have $133M invested in SRH Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
10
Increased
37
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$216K +$216K +21,410 New
COLIM
52
City of London Investment Management
United Kingdom
$214K
WA
53
WealthTrust Axiom
Pennsylvania
$203K +$35K +3,502 +21%
AAS
54
Avantax Advisory Services
Texas
$201K +$201K +20,106 New
HCM
55
Highlander Capital Management
New Jersey
$181K +$23.8K +2,382 +15%
RCM
56
RB Capital Management
Nevada
$170K -$14.5K -1,435 -8%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$156K -$115K -11,482 -42%
MOS
58
MGO One Seven
Ohio
$155K -$11.1K -1,107 -7%
TC
59
Trilogy Capital
California
$152K +$1.24K +124 +0.8%
MGWM
60
Marks Group Wealth Management
Minnesota
$150K
BS
61
Boenning & Scattergood
Pennsylvania
$150K +$5.78K +577 +4%
LWA
62
Lenox Wealth Advisors
New York
$148K +$932 +93 +0.6%
SCM
63
Southport Capital Management
Tennessee
$143K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$139K +$4.99K +500 +4%
CA
65
Cetera Advisors
Colorado
$132K +$1.45K +145 +1%
SF
66
Synovus Financial
Georgia
$123K +$1.16K +116 +1%
SI
67
Stephens Inc
Arkansas
$117K +$1.19K +119 +1%
MWM
68
Modera Wealth Management
New Jersey
$114K
Stifel Financial
69
Stifel Financial
Missouri
$113K -$1.14M -114,470 -91%
CP
70
Camelot Portfolios
Ohio
$109K
ICMP
71
Integrated Capital Management (Pennsylvania)
Pennsylvania
$108K -$119K -11,851 -52%
CCP
72
Cardan Capital Partners
Colorado
$107K -$60.6K -6,075 -36%
BCA
73
Bay Colony Advisors
Massachusetts
$106K +$106K +10,582 New
MPCG
74
Matrix Private Capital Group
New York
$101K
9WM
75
9258 Wealth Management
Ohio
$97K -$46K -4,850 -32%