STEW

SRH Total Return Fund

96 hedge funds and large institutions have $148M invested in SRH Total Return Fund in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
76
Montag & Associates
Georgia
$87K 8,009
SBL
77
Sargent Bickham Lagudis
Colorado
$66K 6,031 +5 +0.1%
SPIA
78
Steward Partners Investment Advisory
New York
$55K 5,028 +18 +0.4%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$31K 2,938 -559 -16%
IA
80
IFP Advisors
Florida
$29K 2,682 -23 -0.9%
APA
81
American Portfolios Advisors
New York
$22.2K 2,038 +18 +0.9%
AP
82
Atwood & Palmer
Missouri
$17K 1,568
AF
83
Advisornet Financial
Minnesota
$15K 1,419
GRP
84
Global Retirement Partners
California
$12K 944
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$12K 1,121
MA
86
MCF Advisors
Kentucky
$12K 1,060
Bessemer Group
87
Bessemer Group
New Jersey
$11K 1,034 -156 -13%
FWM
88
Focused Wealth Management
New York
$9K 864 +9 +1%
GI
89
Gradient Investments
Minnesota
$9K 821 +821 New
US Bancorp
90
US Bancorp
Minnesota
$2K 200
AWM
91
Accel Wealth Management
Iowa
$2K 213 +2 +0.9%
EWA
92
EverSource Wealth Advisors
Alabama
$2K 142 +142 New
ADL
93
Asset Dedication LLC
California
$2K 184 +184 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$140 10,390 -9,051 -47%
MOS
95
MGO One Seven
Ohio
$129 11,872 -85 -0.7%
KAS
96
Kestra Advisory Services
Texas
-16,305 Closed
TC
97
Trilogy Capital
California
-15,913 Closed
SKK
98
Shepherd Kaplan Krochuk
Massachusetts
-12,260 Closed
MMG
99
Monetary Management Group
Missouri
-12,000 Closed
CA
100
Cetera Advisors
Colorado
-11,019 Closed