STEW

SRH Total Return Fund
STEW

Overview Fund Activity

110 hedge funds and large institutions have $260M invested in SRH Total Return Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 3 closing their positions.

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
44
Reduced
30
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$50M
2
1CP
2
1607 Capital Partners
Virginia
$9.37M
3
SA
3
Sanctuary Advisors
Indiana
$2.37M
4
KIM
4
Karpus Investment Management
New York
$2.36M
5
AA
5
AQR Arbitrage
Connecticut
$5.84M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.9M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$12.2M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$5.78M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$179K
5
AWS
5
Atria Wealth Solutions
New York
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMO
51
Heritage Wealth Management (Ohio)
Ohio
$462K 31,709 +31,709 New
ACM
52
Alta Capital Management
Utah
$454K 31,211 – –
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$427K 29,314 -4,170 -12%
Osaic Holdings
54
Osaic Holdings
Arizona
$417K 28,677 -32,498 -53%
Mariner
55
Mariner
Kansas
$405K 27,838 -1,899 -6%
AIA
56
Absolute Investment Advisers
Florida
$342K 23,500 +23,500 New
RJT
57
Raymond James Trust
Florida
$323K 22,193 -1,500 -6%
AA
58
Ancora Advisors
Ohio
$308K 21,141 – –
RC
59
Roundview Capital
New Jersey
$300K 20,618 -2,154 -9%
PAG
60
Private Advisor Group
New Jersey
$271K 18,596 -259 -1%
SC
61
Stolper & Co
Oklahoma
$269K 18,516 -589 -3%
BFM
62
Boothbay Fund Management
New York
$250K 17,149 +17,149 New
SWP
63
Stratos Wealth Partners
Ohio
$246K 16,886 +107 +0.6%
WFA
64
WestHill Financial Advisors
California
$235K 16,168 – –
WANY
65
Wealthspire Advisors (New York)
New York
$214K 14,678 – –
Creative Planning
66
Creative Planning
Kansas
$213K 14,664 +1,000 +7%
LFAS
67
Level Four Advisory Services
Texas
$212K 14,551 -3,647 -20%
NFG
68
Nations Financial Group
Iowa
$211K 14,500 -1,165 -7%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$208K 14,323 – –
HA
70
Hanover Advisors
South Carolina
$203K 13,976 +50 +0.4%
ICMP
71
Integrated Capital Management (Pennsylvania)
Pennsylvania
$202K 13,881 +1,690 +14%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$186K 12,754 +799 +7%
CL
73
Choreo LLC
Illinois
$185K 12,775 +12,775 New
HFA
74
High Falls Advisors
New York
$182K 12,520 +119 +1%
HWM
75
Horizon Wealth Management
Illinois
$180K 12,393 +117 +1%
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3
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