STEW

SRH Total Return Fund
STEW

Overview Fund Activity

114 hedge funds and large institutions have $253M invested in SRH Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$7.12M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$2.28M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$1.76M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.46M
5
AC
5
Almitas Capital
California
$4.84M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.56M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.24M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$102K
5
LCM
5
Landscape Capital Management
New Jersey
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$780K -$17.6K -1,100 -2%
Walleye Capital
52
Walleye Capital
New York
$762K -$246K -15,325 -24%
GWI
53
Grace & White Inc
New York
$586K – – –
WA
54
WealthTrust Axiom
Pennsylvania
$579K -$8.01K -500 -1%
Osaic Holdings
55
Osaic Holdings
Arizona
$533K +$76.1K +4,750 +17%
HWMO
56
Heritage Wealth Management (Ohio)
Ohio
$504K -$4.01K -250 -0.8%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$492K -$48 -3 -0%
RAM
58
Readystate Asset Management
Illinois
$449K +$449K +28,020 New
Mariner
59
Mariner
Kansas
$355K -$80.7K -5,037 -19%
P
60
&Partners
Tennessee
$341K +$341K +21,300 New
AA
61
Ancora Advisors
Ohio
$339K – – –
Millennium Management
62
Millennium Management
New York
$337K +$337K +21,044 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$336K +$2.45K +153 +0.7%
PAG
64
Private Advisor Group
New Jersey
$336K +$44.9K +2,805 +15%
RC
65
Roundview Capital
New Jersey
$315K +$192 +12 +0.1%
DWM
66
Dakota Wealth Management
Florida
$308K +$308K +19,220 New
SFG
67
Sather Financial Group
Texas
$307K – – –
LFAS
68
Level Four Advisory Services
Texas
$296K +$13.7K +854 +5%
SC
69
Stolper & Co
Oklahoma
$289K -$5.65K -353 -2%
Calamos Advisors
70
Calamos Advisors
Illinois
$272K +$272K +17,002 New
CLA
71
Carnegie Lake Advisors
New Jersey
$267K – – –
WFA
72
WestHill Financial Advisors
California
$259K – – –
WA
73
Waverly Advisors
Alabama
$241K +$241K +15,035 New
WANY
74
Wealthspire Advisors (New York)
New York
$235K – – –
SWP
75
Stratos Wealth Partners
Ohio
$231K +$1.22K +76 +0.5%
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3
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