STEW

SRH Total Return Fund

94 hedge funds and large institutions have $207M invested in SRH Total Return Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
38
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWG
51
Ratio Wealth Group
Colorado
$265K
BS
52
Boenning & Scattergood
Pennsylvania
$262K -$1.88K -139 -0.7%
Walleye Trading
53
Walleye Trading
New York
$258K -$52.3K -3,858 -17%
MPCG
54
Matrix Private Capital Group
New York
$253K +$56.1K +4,150 +29%
HCM
55
Highlander Capital Management
New Jersey
$244K +$7.65K +564 +3%
BHIC
56
Bassett Hargrove Investment Counsel
Delaware
$234K +$234K +17,250 New
KAS
57
Kestra Advisory Services
Texas
$219K +$1.04K +77 +0.5%
TC
58
Trilogy Capital
California
$213K +$1.31K +95 +0.6%
MGWM
59
Marks Group Wealth Management
Minnesota
$203K
LWA
60
Lenox Wealth Advisors
New York
$199K
BCA
61
Bay Colony Advisors
Massachusetts
$197K +$37.7K +2,787 +24%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K +$17.9K +1,325 +11%
SF
63
Synovus Financial
Georgia
$171K +$1.21K +89 +0.7%
MOS
64
MGO One Seven
Ohio
$170K -$27.1K -2,003 -14%
FIA
65
FNY Investment Advisers
New York
$165K -$487 -36 -0.3%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$159K -$5.73K -423 -3%
SI
67
Stephens Inc
Arkansas
$157K
HFA
68
High Falls Advisors
New York
$152K +$1.17K +86 +0.8%
BIC
69
Beach Investment Counsel
Pennsylvania
$151K +$151K +11,117 New
RCM
70
RB Capital Management
Nevada
$148K -$4.13K -305 -3%
CA
71
Cetera Advisors
Colorado
$148K +$230 +17 +0.2%
CP
72
Camelot Portfolios
Ohio
$147K
LPL Financial
73
LPL Financial
California
$146K +$146K +10,749 New
9WM
74
9258 Wealth Management
Ohio
$140K +$596 +44 +0.4%
MA
75
Montag & Associates
Georgia
$108K