STEW

SRH Total Return Fund
STEW

Overview Fund Activity

96 hedge funds and large institutions have $133M invested in SRH Total Return Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
10
Increased
37
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.18M
3
PPA
3
Parametric Portfolio Associates
Washington
$11.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.05M
5
RJA
5
Raymond James & Associates
Florida
$19.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.73M
2
SFS
2
Shaker Financial Services
Virginia
$934K
3
6M
3
6 Meridian
Kansas
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$113K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
101
Cerity Partners
New York
– -$99K -10,500 Closed
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
– -$19K -2,041 Closed
VFA
103
Valeo Financial Advisors
Indiana
– -$11K -1,168 Closed
TFA
104
Transamerica Financial Advisors
Florida
– -$9K -929 Closed
OPS
105
Orion Portfolio Solutions
Nebraska
– -$1K -151 Closed
1 2 3 4
5