STEW

SRH Total Return Fund

97 hedge funds and large institutions have $237M invested in SRH Total Return Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
38
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$420K +$149K +11,492 +55%
RJT
52
Raymond James Trust
Florida
$419K
RC
53
Roundview Capital
New Jersey
$405K -$13.8K -1,066 -3%
CAN
54
Cetera Advisor Networks
California
$386K +$1.36K +105 +0.4%
Mariner
55
Mariner
Kansas
$315K +$8.92K +687 +3%
HCM
56
Highlander Capital Management
New Jersey
$301K +$60.2K +4,639 +25%
AA
57
Ancora Advisors
Ohio
$300K
SWP
58
Stratos Wealth Partners
Ohio
$270K +$2.43K +187 +0.9%
SC
59
Stolper & Co
Oklahoma
$248K
PAG
60
Private Advisor Group
New Jersey
$242K +$13 +1 +0%
EC
61
Elequin Capital
New York
$237K +$215K +16,559 +953%
BHIC
62
Bassett Hargrove Investment Counsel
Delaware
$224K
LFAS
63
Level Four Advisory Services
Texas
$221K +$33.4K +2,577 +18%
NFG
64
Nations Financial Group
Iowa
$216K +$21.6K +1,665 +11%
WFA
65
WestHill Financial Advisors
California
$210K
GC
66
Guggenheim Capital
Illinois
$203K -$8.98K -692 -4%
WANY
67
Wealthspire Advisors (New York)
New York
$191K
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$186K -$19.5K -1,500 -9%
FFBTD
69
First Financial Bank - Trust Division
Ohio
$184K
CSC
70
Caldwell Sutter Capital
California
$182K
Creative Planning
71
Creative Planning
Kansas
$177K
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$163K -$5.44K -419 -3%
HFA
73
High Falls Advisors
New York
$158K +$1.43K +110 +0.9%
HWM
74
Horizon Wealth Management
Illinois
$156K +$1.4K +108 +0.9%
MMG
75
Monetary Management Group
Missouri
$156K