STEW

SRH Total Return Fund
STEW

Overview Fund Activity

114 hedge funds and large institutions have $253M invested in SRH Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$7.12M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$2.28M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$1.76M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.46M
5
AC
5
Almitas Capital
California
$4.84M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$8.56M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.24M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$102K
5
LCM
5
Landscape Capital Management
New Jersey
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$229K – – –
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$225K -$80 -5 -0%
HA
78
Hanover Advisors
South Carolina
$224K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$216K +$113K +7,065 +110%
HFA
80
High Falls Advisors
New York
$204K +$1.78K +111 +0.9%
HWM
81
Horizon Wealth Management
Illinois
$200K – – –
TJHA
82
Thomas J. Herzfeld Advisors
Florida
$198K +$48 +3 +0%
AIA
83
Absolute Investment Advisers
Florida
$197K +$197K +12,300 New
HVP
84
Hudson Value Partners
Florida
$196K – – –
NFG
85
Nations Financial Group
Iowa
$192K – – –
MMG
86
Monetary Management Group
Missouri
$192K – – –
SI
87
Stephens Inc
Arkansas
$186K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$183K +$123K +7,692 +208%
CP
89
Camelot Portfolios
Ohio
$174K – – –
CSC
90
Caldwell Sutter Capital
California
$172K – – –
BMM
91
Buffington Mohr McNeal
Idaho
$171K +$171K +10,703 New
Jones Financial Companies
92
Jones Financial Companies
Missouri
$148K +$3.89K +243 +3%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$126K +$31.8K +1,984 +34%
CAM
94
Creekmur Asset Management
Illinois
$111K -$1.91K -119 -2%
SWM
95
Sugarloaf Wealth Management
Georgia
$102K -$587K -36,633 -85%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$101K – – –
GPFA
97
Game Plan Financial Advisors
Ohio
$95.9K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$92K – – –
GRP
99
Global Retirement Partners
California
$90.5K +$657 +41 +0.7%
Comerica Bank
100
Comerica Bank
Texas
$67.3K -$817 -51 -1%
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