STEW

SRH Total Return Fund

110 hedge funds and large institutions have $264M invested in SRH Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+13
Holders Change %
+13.4%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
29
Reduced
34
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
51
WealthTrust Axiom
Pennsylvania
$508K -$3.47K -250 -0.7%
GWI
52
Grace & White Inc
New York
$507K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$491K +$42.4K +3,058 +9%
AAM
54
Advisors Asset Management
Colorado
$488K -$21.4K -1,543 -4%
RJT
55
Raymond James Trust
Florida
$448K
ACM
56
Alta Capital Management
Utah
$433K +$433K +31,211 New
RC
57
Roundview Capital
New Jersey
$422K -$10.6K -764 -2%
CAN
58
Cetera Advisor Networks
California
$402K -$10.6K -762 -3%
OA
59
Oceanside Advisors
South Carolina
$358K +$358K +25,789 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$350K -$683K -49,205 -66%
Mariner
61
Mariner
Kansas
$304K -$33K -2,379 -10%
AA
62
Ancora Advisors
Ohio
$293K -$27.7K -2,000 -9%
HCM
63
Highlander Capital Management
New Jersey
$290K -$31.6K -2,278 -10%
SC
64
Stolper & Co
Oklahoma
$265K
LFAS
65
Level Four Advisory Services
Texas
$252K +$15.8K +1,142 +7%
SWP
66
Stratos Wealth Partners
Ohio
$236K -$53.3K -3,844 -18%
NFG
67
Nations Financial Group
Iowa
$231K
GC
68
Guggenheim Capital
Illinois
$226K +$9.25K +667 +4%
WFA
69
WestHill Financial Advisors
California
$224K
WANY
70
Wealthspire Advisors (New York)
New York
$204K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$199K
Nomura Holdings
72
Nomura Holdings
Japan
$198K +$198K +14,260 New
CSC
73
Caldwell Sutter Capital
California
$195K
HA
74
Hanover Advisors
South Carolina
$193K +$193K +13,926 New
Creative Planning
75
Creative Planning
Kansas
$190K