STEW

SRH Total Return Fund

99 hedge funds and large institutions have $198M invested in SRH Total Return Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
10
Increased
34
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Walleye Trading
51
Walleye Trading
New York
$288K 22,887 -2,853 -11%
RWG
52
Ratio Wealth Group
Colorado
$247K 19,603
BS
53
Boenning & Scattergood
Pennsylvania
$245K 19,514 +3,646 +23%
AA
54
Advisory Alpha
Michigan
$241K 19,127 -8,279 -30%
Truist Financial
55
Truist Financial
North Carolina
$230K 18,291 -1,240 -6%
HCM
56
Highlander Capital Management
New Jersey
$219K 17,430 +75 +0.4%
WFA
57
WestHill Financial Advisors
California
$203K 16,168
KAS
58
Kestra Advisory Services
Texas
$202K 16,071 -6,806 -30%
TC
59
Trilogy Capital
California
$194K 15,409 +113 +0.7%
MGWM
60
Marks Group Wealth Management
Minnesota
$189K 15,000
LWA
61
Lenox Wealth Advisors
New York
$185K 14,678
MOS
62
MGO One Seven
Ohio
$183K 14,584 -275 -2%
MPCG
63
Matrix Private Capital Group
New York
$183K 14,550 +4,350 +43%
SF
64
Synovus Financial
Georgia
$158K 12,506 +104 +0.8%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$153K 12,163 +13 +0.1%
FIA
66
FNY Investment Advisers
New York
$153K 12,236 +12,236 New
ICMP
67
Integrated Capital Management (Pennsylvania)
Pennsylvania
$148K 11,793 +734 +7%
BCA
68
Bay Colony Advisors
Massachusetts
$148K 11,783 +1,099 +10%
SI
69
Stephens Inc
Arkansas
$146K 11,583
RCM
70
RB Capital Management
Nevada
$141K 11,246 -1,302 -10%
HFA
71
High Falls Advisors
New York
$140K 11,128 +102 +0.9%
CA
72
Cetera Advisors
Colorado
$137K 10,929 -1,761 -14%
CP
73
Camelot Portfolios
Ohio
$137K 10,851
9WM
74
9258 Wealth Management
Ohio
$129K 10,283 +53 +0.5%
MA
75
Montag & Associates
Georgia
$101K 8,009