STEW

SRH Total Return Fund

95 hedge funds and large institutions have $218M invested in SRH Total Return Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
36
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$62K +$237 +16 +0.4%
APA
77
American Portfolios Advisors
New York
$36.4K +$6.91K +466 +23%
IA
78
IFP Advisors
Florida
$29K +$29K +2,705 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$25K
AP
80
Atwood & Palmer
Missouri
$23K
AF
81
Advisornet Financial
Minnesota
$21K
Bessemer Group
82
Bessemer Group
New Jersey
$21K +$2.39K +163 +13%
GWM
83
Geneos Wealth Management
Colorado
$20K
MA
84
MCF Advisors
Kentucky
$16K +$16K +1,060 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$14K -$258 -18 -2%
FWM
86
Focused Wealth Management
New York
$13K +$107 +7 +0.8%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$12K
GRP
88
Global Retirement Partners
California
$12K +$12K +944 New
JPLA
89
Joseph P. Lucia & Associates
New York
$10K +$10K +670 New
US Bancorp
90
US Bancorp
Minnesota
$3K
AWM
91
Accel Wealth Management
Iowa
$3K +$29 +2 +1%
ADL
92
Asset Dedication LLC
California
$3K +$3K +184 New
FBT
93
First Bank & Trust
South Dakota
$1K
QC
94
Quantedge Capital
Singapore
-$3.54M -249,120 Closed
WAM
95
Wolverine Asset Management
Illinois
-$3.25M -228,583 Closed
CCP
96
Clough Capital Partners
Massachusetts
-$1.2M -84,312 Closed
Walleye Capital
97
Walleye Capital
New York
-$1.12M -78,736 Closed
MC
98
Matisse Capital
Oregon
-$581K -40,863 Closed
AA
99
Ancora Advisors
Ohio
-$386K -27,170 Closed
Walleye Trading
100
Walleye Trading
New York
-$198K -13,952 Closed