STEW

SRH Total Return Fund

96 hedge funds and large institutions have $216M invested in SRH Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
32
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
51
Raymond James Trust
Florida
$297K -$50.8K -4,140 -15%
AA
52
Ancora Advisors
Ohio
$284K +$41K +3,337 +17%
Mariner
53
Mariner
Kansas
$271K +$18.2K +1,485 +7%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$262K +$262K +21,334 New
SWP
55
Stratos Wealth Partners
Ohio
$254K -$39.9K -3,246 -14%
PFS
56
Prospera Financial Services
Texas
$242K
SC
57
Stolper & Co
Oklahoma
$241K -$83.6K -6,797 -26%
HCM
58
Highlander Capital Management
New Jersey
$227K +$1.16K +94 +0.5%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$219K
BHIC
60
Bassett Hargrove Investment Counsel
Delaware
$212K
Creative Planning
61
Creative Planning
Kansas
$207K -$5.07K -413 -2%
GC
62
Guggenheim Capital
Illinois
$202K +$73.7K +6,001 +57%
WFA
63
WestHill Financial Advisors
California
$199K
LCM
64
Landscape Capital Management
New Jersey
$198K +$198K +16,156 New
PAG
65
Private Advisor Group
New Jersey
$193K +$44.1K +3,594 +30%
MGWM
66
Marks Group Wealth Management
Minnesota
$184K
NFG
67
Nations Financial Group
Iowa
$184K
FFBTD
68
First Financial Bank - Trust Division
Ohio
$174K
CSC
69
Caldwell Sutter Capital
California
$172K
LFAS
70
Level Four Advisory Services
Texas
$163K +$163K +13,284 New
PA
71
PFG Advisors
Arizona
$154K
MMG
72
Monetary Management Group
Missouri
$147K
HFA
73
High Falls Advisors
New York
$146K +$1.4K +114 +1%
HWM
74
Horizon Wealth Management
Illinois
$145K +$1.39K +113 +1%
SI
75
Stephens Inc
Arkansas
$142K