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.

New
Increased
Maintained
Reduced
Closed
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 %
NRG
101
Nemes Rush Group
Michigan
$58.3K +$513 +32 +0.9%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$35.2K – – –
Bessemer Group
103
Bessemer Group
New Jersey
$33K +$4.92K +306 +18%
AF
104
Advisornet Financial
Minnesota
$24K – – –
MA
105
MCF Advisors
Kentucky
$17K – – –
TSMHT
106
Thurston Springer Miller Herd & Titak
Indiana
$11.2K – – –
WA
107
WPG Advisers
Maryland
$8.06K +$8.06K +503 New
ANBT
108
American National Bank & Trust
Texas
$7.9K – – –
ADL
109
Asset Dedication LLC
California
$2.95K – – –
AssetMark Inc
110
AssetMark Inc
California
$2.68K – – –
GWM
111
Geneos Wealth Management
Colorado
$1.81K -$6.71K -419 -79%
FFA
112
Farther Finance Advisors
California
$288 – – –
NS
113
NBC Securities
Alabama
$152 -$160K -9,447 -100%
AF
114
Allworth Financial
California
$128 – – –
CYG
115
Clean Yield Group
Vermont
$1 -$1 – –
Creative Planning
116
Creative Planning
Kansas
– -$232K -14,664 Closed
KAS
117
Kestra Advisory Services
Texas
– -$216K -13,688 Closed
SF
118
Synovus Financial
Georgia
– -$202K -12,794 Closed
MSAM
119
Moloney Securities Asset Management
Missouri
– -$168K -10,640 Closed
CWM
120
Connecticut Wealth Management
Connecticut
– -$160K -10,128 Closed
CA
121
Claris Advisors
Missouri
– -$71.3K -4,515 Closed
TIM
122
Tortoise Investment Management
New York
– -$26.3K -1,667 Closed
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
– -$25K -1,608 Closed
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