STEW

SRH Total Return Fund

89 hedge funds and large institutions have $156M invested in SRH Total Return Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% 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
10
Increased
34
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
51
WestHill Financial Advisors
California
$193K
TC
52
Trilogy Capital
California
$190K +$1.34K +112 +0.7%
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$186K +$20K +1,671 +12%
MGWM
54
Marks Group Wealth Management
Minnesota
$179K
WANY
55
Wealthspire Advisors (New York)
New York
$175K +$175K +14,678 New
FFBTD
56
First Financial Bank - Trust Division
Ohio
$170K
SKK
57
Shepherd Kaplan Krochuk
Massachusetts
$147K
MOS
58
MGO One Seven
Ohio
$143K -$3.6K -301 -2%
MMG
59
Monetary Management Group
Missouri
$143K +$143K +12,000 New
SI
60
Stephens Inc
Arkansas
$138K
HFA
61
High Falls Advisors
New York
$138K +$1.2K +101 +0.9%
MPCG
62
Matrix Private Capital Group
New York
$137K -$66.8K -5,606 -33%
HWM
63
Horizon Wealth Management
Illinois
$137K +$137K +11,480 New
CA
64
Cetera Advisors
Colorado
$132K +$240 +20 +0.2%
CP
65
Camelot Portfolios
Ohio
$130K
9WM
66
9258 Wealth Management
Ohio
$125K +$394 +33 +0.3%
WAM
67
Wolverine Asset Management
Illinois
$98K +$98K +8,203 New
MA
68
Montag & Associates
Georgia
$96K
SBL
69
Sargent Bickham Lagudis
Colorado
$72K +$48 +4 +0.1%
SPIA
70
Steward Partners Investment Advisory
New York
$60K +$9.78K +817 +19%
ME
71
McIlrath & Eck
Washington
$60K +$60K +5,000 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$41K +$41K +3,497 New
IA
73
IFP Advisors
Florida
$29K
APA
74
American Portfolios Advisors
New York
$24.1K -$5.2K -435 -18%
AP
75
Atwood & Palmer
Missouri
$19K