STEW

SRH Total Return Fund
STEW

Overview Fund Activity

99 hedge funds and large institutions have $158M invested in SRH Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
15
Increased
33
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.24M
2
WAM
2
Wolverine Asset Management
Illinois
$2.6M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$4.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.8M
5
6M
5
6 Meridian
Kansas
$1.29M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.91M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
76
9258 Wealth Management
Ohio
$114K – – –
MPCG
77
Matrix Private Capital Group
New York
$114K +$1.34K +120 +1%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$113K -$42.5K -3,805 -27%
MA
79
Montag & Associates
Georgia
$89K +$89K +8,009 New
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$84K +$84K +7,582 New
SBL
81
Sargent Bickham Lagudis
Colorado
$62K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$60K +$5.82K +519 +11%
S
83
SignatureFD
Georgia
$33K +$33K +3,000 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$28K +$307 +28 +1%
APA
85
American Portfolios Advisors
New York
$19.9K +$189 +17 +1%
GWM
86
Geneos Wealth Management
Colorado
$17K -$71.9K -5,882 -81%
AF
87
Advisornet Financial
Minnesota
$16K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$16K +$16K +1,449 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
MA
90
MCF Advisors
Kentucky
$12K – – –
GRP
91
Global Retirement Partners
California
$11K +$11K +944 New
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
FWM
93
Focused Wealth Management
New York
$9K +$88 +8 +1%
CCC
94
Crescent Capital Consulting
Louisiana
$6K +$6K +500 New
AWM
95
Accel Wealth Management
Iowa
$2K +$2K +201 New
SFS
96
Sowell Financial Services
Arkansas
$1K – – –
US Bancorp
97
US Bancorp
Minnesota
$1K – – –
Walleye Capital
98
Walleye Capital
New York
$628 -$33 -2,961 -5%
PCP
99
Proficio Capital Partners
Massachusetts
– -$1.43M -142,847 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$1.18M -117,967 Closed
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