STEW
SRH Total Return Fund
STEW
STEW
84 hedge funds and large institutions have $167M invested in SRH Total Return Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AIM
76
Anchor Investment Management
Columbia,
South Carolina
| $29.5K | – | – | – |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $28K | – | – | – |
|
78
AssetMark Inc
Concord,
California
| $24K | – | – | – |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| $15K | +$15K | +1,616 | New |
|
|
HCM
80
Highlander Capital Management
Short Hills,
New Jersey
| $14K | +$14K | +1,500 | New |
|
|
FWM
81
Focused Wealth Management
Newburgh,
New York
| $7K | +$79 | +8 | +1% |
|
|
LA
82
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $5K | +$5K | +609 | New |
|
|
LWM
83
LBA Wealth Management
Jacksonville,
Florida
| $2K | -$2K | – | – |
|
|
GFM
84
Gramercy Funds Management
Greenwich,
Connecticut
| – | -$7.19M | -804,310 | Closed |
|
|
RTS
85
Round Table Services
Westfield,
New Jersey
| – | -$231K | -25,800 | Closed |
|
86
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -343 | Closed |
|
|
JIC
87
Joel Isaacson & Co
New York
| – | -$1K | -87 | Closed |
|