STEW

SRH Total Return Fund

97 hedge funds and large institutions have $161M invested in SRH Total Return Fund in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
28
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SKK
76
Shepherd Kaplan Krochuk
Massachusetts
$119K 11,600
BAM
77
Belpointe Asset Management
Nevada
$118K 11,500 +11,500 New
CNB
78
Camden National Bank
Maine
$114K 11,090 +11,090 New
Northern Trust
79
Northern Trust
Illinois
$108K 10,464
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$108K 10,503
CRC
81
Curi RMB Capital
Illinois
$105K 10,228 +10,228 New
HCM
82
Highlander Capital Management
New Jersey
$80K 7,800
NEGWA
83
New England Guild Wealth Advisors
Connecticut
$49K 10,581
GWM
84
Geneos Wealth Management
Colorado
$35K 3,480
AIM
85
Anchor Investment Management
South Carolina
$32.6K 3,169
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$32K 3,121
AssetMark Inc
87
AssetMark Inc
California
$26K 2,556
MCM
88
Mainstay Capital Management
Michigan
$25K 2,439 +2,439 New
SPIA
89
Steward Partners Investment Advisory
New York
$17K 1,662 +16 +1%
RIA
90
RPG Investment Advisory
California
$14K 1,400
CF
91
Centaurus Financial
California
$12K 1,200 +1,200 New
AF
92
Advisornet Financial
Minnesota
$10K 1,003 -18 -2%
FWM
93
Focused Wealth Management
New York
$8K 744 +7 +0.9%
BWM
94
Baystate Wealth Management
Massachusetts
$7K 689 +689 New
APA
95
American Portfolios Advisors
New York
$5.65K 550
SF
96
Synovus Financial
Georgia
$1K 84
HSBC Holdings
97
HSBC Holdings
United Kingdom
-161,748 Closed
PPA
98
Parametric Portfolio Associates
Washington
-38,470 Closed
WAM
99
Weiss Asset Management
Massachusetts
-37,934 Closed
FNBT
100
FineMark National Bank & Trust
Florida
-17,500 Closed