STEW
SRH Total Return Fund
STEW
STEW
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 % |
|
|---|---|---|---|---|---|
101
Lido Advisors
Los Angeles,
California
| – | -$602K | -48,985 | Closed |
|
|
PFS
102
Prospera Financial Services
Dallas,
Texas
| – | -$242K | -19,726 | Closed |
|
|
MGWM
103
Marks Group Wealth Management
Minnetonka,
Minnesota
| – | -$184K | -15,000 | Closed |
|
|
ONST
104
Old North State Trust
Greensboro,
North Carolina
| – | -$79K | -6,400 | Closed |
|
|
BWA
105
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$15.7K | -1,281 | Closed |
|
|
AWM
106
Accel Wealth Management
Waverly,
Iowa
| – | -$2.67K | -218 | Closed |
|
|
NA
107
NewEdge Advisors
New Orleans,
Louisiana
| – | -$25 | -2 | Closed |
|