STEW

SRH Total Return Fund
STEW

Overview Fund Activity

96 hedge funds and large institutions have $216M invested in SRH Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
32
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$8M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$7.38M
3
BI
3
Bulldog Investors
New Jersey
$13.4M
4
WAM
4
Wolverine Asset Management
Illinois
$2.13M
5
AC
5
Almitas Capital
California
$1.45M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$828K
2
Morgan Stanley
2
Morgan Stanley
New York
$61.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.08M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
101
Wealthspire Advisors (New York)
New York
– -$186K -14,678 Closed
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$182K -14,358 Closed
IWC
103
Integrated Wealth Concepts
Massachusetts
– -$165K -12,994 Closed
MOS
104
MGO One Seven
Ohio
– -$134K -10,522 Closed
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
– -$37K -2,967 Closed
IA
106
IFP Advisors
Florida
– -$29K -2,671 Closed
AP
107
Atwood & Palmer
Missouri
– -$19.9K -1,568 Closed
AF
108
Advisornet Financial
Minnesota
– -$18K -1,419 Closed
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
– -$14K -1,121 Closed
MPCL
110
My Personal CFO LLC
Washington
– -$6.16K -485 Closed
US Bancorp
111
US Bancorp
Minnesota
– -$1.27K -100 Closed
1 2 3 4
5