STEW

SRH Total Return Fund
STEW

Overview Fund Activity

103 hedge funds and large institutions have $222M invested in SRH Total Return Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.66%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
34
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.98M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$8.59M
3
WPA
3
Winning Points Advisors
Florida
$2.09M
4
SFS
4
Shaker Financial Services
Virginia
$5.56M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$806K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.7M
2
Wells Fargo
2
Wells Fargo
California
$2.55M
3
Stifel Financial
3
Stifel Financial
Missouri
$898K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$5.36M
5
QC
5
Quantedge Capital
Singapore
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Stephens Inc
Arkansas
$147K – – –
CP
77
Camelot Portfolios
Ohio
$138K -$18.9K -1,488 -12%
MOS
78
MGO One Seven
Ohio
$134K -$17.1K -1,350 -11%
GC
79
Guggenheim Capital
Illinois
$133K -$1.73K -136 -1%
TA
80
Tactive Advisors
Florida
$132K +$132K +10,402 New
MPCG
81
Matrix Private Capital Group
New York
$131K – – –
MA
82
Montag & Associates
Georgia
$102K – – –
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$94K +$94K +7,368 New
EC
84
Elequin Capital
New York
$87.1K +$87.1K +6,856 New
SBL
85
Sargent Bickham Lagudis
Colorado
$76.7K +$63 +5 +0.1%
GRP
86
Global Retirement Partners
California
$67.4K +$55.4K +4,362 +462%
SPIA
87
Steward Partners Investment Advisory
New York
$64.1K +$241 +19 +0.4%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$37K +$362 +29 +1%
IA
89
IFP Advisors
Florida
$29K -$119 -11 -0.4%
AP
90
Atwood & Palmer
Missouri
$19.9K – – –
AF
91
Advisornet Financial
Minnesota
$18K – – –
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$16.7K +$16.7K +1,313 New
Bessemer Group
93
Bessemer Group
New Jersey
$16K +$2.57K +198 +19%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
MA
95
MCF Advisors
Kentucky
$13.5K – – –
FWM
96
Focused Wealth Management
New York
$11.1K +$102 +8 +0.9%
MPCL
97
My Personal CFO LLC
Washington
$6.16K +$6.16K +485 New
AWM
98
Accel Wealth Management
Iowa
$2.74K +$25 +2 +0.9%
ADL
99
Asset Dedication LLC
California
$2K – – –
EWA
100
EverSource Wealth Advisors
Alabama
$1.8K – – –
1 2 3
4
5