STEW

SRH Total Return Fund
STEW

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in SRH Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
15
Increased
33
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.24M
2
WAM
2
Wolverine Asset Management
Illinois
$2.6M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$4.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.8M
5
6M
5
6 Meridian
Kansas
$1.29M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.91M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$290K -$14.5K -1,300 -5%
Walleye Trading
52
Walleye Trading
New York
$287K -$22.2K -1,990 -7%
FFBTD
53
First Financial Bank - Trust Division
Ohio
$269K – – –
KAS
54
Kestra Advisory Services
Texas
$253K +$16.2K +1,467 +7%
COLIM
55
City of London Investment Management
United Kingdom
$238K – – –
RWG
56
Ratio Wealth Group
Colorado
$218K +$218K +19,603 New
Truist Financial
57
Truist Financial
North Carolina
$218K -$45.5K -4,077 -17%
HCM
58
Highlander Capital Management
New Jersey
$193K -$8.46K -761 -4%
WFA
59
WestHill Financial Advisors
California
$180K +$180K +16,168 New
BS
60
Boenning & Scattergood
Pennsylvania
$177K +$10K +898 +6%
TC
61
Trilogy Capital
California
$170K +$1.46K +131 +0.9%
MGWM
62
Marks Group Wealth Management
Minnesota
$167K – – –
MOS
63
MGO One Seven
Ohio
$166K -$7.41K -663 -4%
LWA
64
Lenox Wealth Advisors
New York
$164K -$1.04K -93 -0.6%
CA
65
Cetera Advisors
Colorado
$141K -$6.16K -554 -4%
RCM
66
RB Capital Management
Nevada
$140K -$48K -4,306 -26%
SF
67
Synovus Financial
Georgia
$138K +$1.34K +120 +1%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$135K -$38.1K -3,433 -22%
SI
69
Stephens Inc
Arkansas
$129K -$1.33K -119 -1%
MWM
70
Modera Wealth Management
New Jersey
$127K – – –
HFA
71
High Falls Advisors
New York
$123K +$1.31K +117 +1%
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$123K +$3.23K +290 +3%
CP
73
Camelot Portfolios
Ohio
$121K – – –
CCP
74
Cardan Capital Partners
Colorado
$119K – – –
BCA
75
Bay Colony Advisors
Massachusetts
$119K +$1.14K +102 +1%
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3
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