STEW

SRH Total Return Fund

96 hedge funds and large institutions have $237M invested in SRH Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
30
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
76
Stephens Inc
Arkansas
$154K
CP
77
Camelot Portfolios
Ohio
$144K
WS
78
Wedbush Securities
California
$141K -$2.97K -223 -2%
TA
79
Tactive Advisors
Florida
$138K
MPCG
80
Matrix Private Capital Group
New York
$137K
IC
81
IEQ Capital
California
$136K +$136K +10,259 New
MA
82
Montag & Associates
Georgia
$106K
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$83.9K -$252K -18,954 -75%
GRP
84
Global Retirement Partners
California
$71.6K
SPIA
85
Steward Partners Investment Advisory
New York
$41.2K
EC
86
Elequin Capital
New York
$23.1K -$79.5K -5,988 -78%
HNB
87
Huntington National Bank
Ohio
$23.1K -$21.3K
Bessemer Group
88
Bessemer Group
New Jersey
$18K -$469 -36 -3%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$17.4K
CAS
90
Coppell Advisory Solutions
Texas
$15.7K +$15.7K +1,200 New
MA
91
MCF Advisors
Kentucky
$14.1K
NSG
92
Nalls Sherbakoff Group
Tennessee
$12.9K
FWM
93
Focused Wealth Management
New York
$11.8K +$106 +8 +0.9%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +259 New
ADL
95
Asset Dedication LLC
California
$2K
EWA
96
EverSource Wealth Advisors
Alabama
$1.89K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$13 +$13 +1 New
CYG
98
Clean Yield Group
Vermont
$1 -$1
WPA
99
Winning Points Advisors
Florida
-$2.04M -166,004 Closed
1832 Asset Management
100
1832 Asset Management
Ontario, Canada
-$828K -67,451 Closed