STEW

SRH Total Return Fund
STEW

Overview Fund Activity

95 hedge funds and large institutions have $218M invested in SRH Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
36
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.51M
2
BI
2
Bulldog Investors
New Jersey
$13.5M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$5.38M
4
PPA
4
Parametric Portfolio Associates
Washington
$43.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.19M

Top Sellers

1
QC
1
Quantedge Capital
Singapore
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SFS
3
Shaker Financial Services
Virginia
$2.3M
4
WPA
4
Winning Points Advisors
Florida
$2.35M
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
51
Nations Financial Group
Iowa
$282K -$1.66K -112 -0.6%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$280K +$4.44K +300 +2%
HCM
53
Highlander Capital Management
New Jersey
$268K -$429 -29 -0.2%
BHIC
54
Bassett Hargrove Investment Counsel
Delaware
$256K – – –
MPCG
55
Matrix Private Capital Group
New York
$254K -$43K -2,898 -14%
BCA
56
Bay Colony Advisors
Massachusetts
$242K +$5.35K +360 +2%
WFA
57
WestHill Financial Advisors
California
$240K – – –
TC
58
Trilogy Capital
California
$234K +$1.61K +109 +0.7%
MGWM
59
Marks Group Wealth Management
Minnesota
$222K – – –
LWA
60
Lenox Wealth Advisors
New York
$214K -$16.2K -1,111 -7%
FFBTD
61
First Financial Bank - Trust Division
Ohio
$210K – – –
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$206K -$23.8K -1,608 -10%
SF
63
Synovus Financial
Georgia
$191K +$1.5K +101 +0.8%
KAS
64
Kestra Advisory Services
Texas
$185K -$76K -5,130 -29%
MOS
65
MGO One Seven
Ohio
$182K -$7.34K -494 -4%
SKK
66
Shepherd Kaplan Krochuk
Massachusetts
$182K – – –
SI
67
Stephens Inc
Arkansas
$172K – – –
HFA
68
High Falls Advisors
New York
$170K +$1.47K +99 +0.9%
CA
69
Cetera Advisors
Colorado
$163K +$282 +19 +0.2%
CP
70
Camelot Portfolios
Ohio
$161K – – –
9WM
71
9258 Wealth Management
Ohio
$155K +$504 +34 +0.3%
RCM
72
RB Capital Management
Nevada
$153K -$3.9K -263 -2%
MA
73
Montag & Associates
Georgia
$119K – – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$89.7K +$89.7K +6,051 New
SBL
75
Sargent Bickham Lagudis
Colorado
$89K +$59 +4 +0.1%
1 2
3
4 5