STEW

SRH Total Return Fund

89 hedge funds and large institutions have $156M invested in SRH Total Return Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% 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
10
Increased
34
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
76
Ancora Advisors
Ohio
$19K +$19K +1,560 New
AF
77
Advisornet Financial
Minnesota
$17K
GWM
78
Geneos Wealth Management
Colorado
$16K
Bessemer Group
79
Bessemer Group
New Jersey
$14K -$2.88K -245 -17%
MA
80
MCF Advisors
Kentucky
$13K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.67K +144 +15%
GRP
82
Global Retirement Partners
California
$11K
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$10K
FWM
84
Focused Wealth Management
New York
$10K +$82 +7 +0.8%
AWM
85
Accel Wealth Management
Iowa
$3K +$14 +1 +0.5%
US Bancorp
86
US Bancorp
Minnesota
$2K
FBT
87
First Bank & Trust
South Dakota
$1K
HFS
88
Heritage Financial Services
Massachusetts
$1K +$1K +111 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$280 -$145 -10,046 -34%
AWS
90
Atria Wealth Solutions
New York
-$3.01M -203,087 Closed
WPA
91
Winning Points Advisors
Florida
-$2.35M -158,153 Closed
Mariner
92
Mariner
Kansas
-$331K -22,300 Closed
PFS
93
Prospera Financial Services
Texas
-$288K -19,448 Closed
BCA
94
Bay Colony Advisors
Massachusetts
-$242K -16,293 Closed
SF
95
Synovus Financial
Georgia
-$191K -12,869 Closed
RCM
96
RB Capital Management
Nevada
-$153K -10,313 Closed
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
-$89.7K -6,051 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
-$25K -1,675 Closed
JPLA
99
Joseph P. Lucia & Associates
New York
-$10K -670 Closed
ADL
100
Asset Dedication LLC
California
-$3K -184 Closed