STEW

SRH Total Return Fund
STEW

Overview Fund Activity

97 hedge funds and large institutions have $216M invested in SRH Total Return Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
44
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$12.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.29M
3
WPA
3
Winning Points Advisors
Florida
$3.19M
4
CCP
4
Clough Capital Partners
Massachusetts
$1.2M
5
Cohen & Steers
5
Cohen & Steers
New York
$4.23M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.33M
2
MC
2
Matisse Capital
Oregon
$581K
3
SFS
3
Shaker Financial Services
Virginia
$4.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$37M
5
WAM
5
Wolverine Asset Management
Illinois
$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
101
FNY Investment Advisers
New York
– -$75K -5,750 Closed
HI
102
Harbour Investments
Wisconsin
– -$20K -1,488 Closed
MA
103
MCF Advisors
Kentucky
– -$14K -1,060 Closed
GRP
104
Global Retirement Partners
California
– -$12K -944 Closed
Citigroup
105
Citigroup
New York
– -$1K -74 Closed
1 2 3 4
5