Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SRH TOTAL RETURN FUND INC (STEW)

121 + Investors. Track Smart Money conviction in STEW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — STEW

Based on 121 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STEW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
121 hedge funds hold STEW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

56 buying40 selling
Last quarter: 56 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new STEW position: 4 → 13 → 7 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
79 out of 121 hedge funds have held STEW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

14 → 4 → 13 → 7 → 18 new funds/Q
New funds entering each quarter: 4 → 13 → 7 → 18. A growing number of institutions are discovering STEW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Of 121 current holders: 79 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
11 of 121 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: STEW

How many hedge funds hold STEW — quarterly history vs. share price
Quarterly hedge fund ownership of STEW vs. share price

Market Analysis: STEW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STEW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: STEW
2026 Q1 Stats Unlock in 11 days 121 + Investors

Track Smart Money conviction in STEW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 121 111 9.01%
13F Shares 15M 15M 1.6%
Total Value $290M $276M 4.91%
New Positions 18 7 +11
Increased Positions 38 38 -
Closed Positions 8 6 +2
Reduced Positions 32 30 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STEW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

121 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STEW. Verified SEC 13F-HR filings.

Top 25 institutional holders of STEW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JP Wealth Management, Inc. 18.04% 1,555,695 $26.6M
2 Bulldog Investors, LLP 4.95% 1,287,582 $22.0M
3 GatePass Capital, LLC 3.44% 430,595 $7.4M
4 Matisse Capital 1.58% 216,000 $3.7M
5 Advisory Advocates, LLC 1.03% 55,597 $1.0M
6 SRH ADVISORS, LLC 0.92% 188,926 $3.2M
7 B. Riley Wealth Advisors, Inc. 0.43% 403,720 $6.7M
8 DECISION INVESTMENTS, INC 0.23% 11,811 $202K
9 INTEGRATED CAPITAL MANAGEMENT, INC. 0.19% 16,710 $286K
10 FLAGSHIP HARBOR ADVISORS, LLC 0.16% 207,230 $3.5M
11 EVOLVE PRIVATE WEALTH, LLC 0.15% 158,980 $2.7M
12 Beverly Hills Private Wealth, LLC 0.14% 50,831 $869K
13 Camelot Portfolios, LLC 0.14% 10,851 $186K
14 GRACE & WHITE INC /NY 0.11% 36,560 $625K
15 UHLMANN PRICE SECURITIES, LLC 0.11% 89,699 $1.6M
16 Basepoint Wealth LLC 0.10% 10,478 $179K
17 HANOVER ADVISORS INC 0.10% 13,976 $239K
18 Z3 Capital Partners, LLC 0.09% 19,525 $362K
19 Stolper Co 0.09% 17,596 —
20 SouthState Bank Corp 0.08% 100,000 $1.7M
21 Carnegie Lake Advisors LLC 0.07% 10,745 $184K
22 CALDWELL SUTTER CAPITAL, INC. 0.07% 9,389 $161K
23 KINGSWOOD WEALTH ADVISORS, LLC 0.06% 72,775 $1.2M
24 Clear Creek Financial Management, LLC 0.06% 44,800 $766K
25 WestHill Financial Advisors, Inc. 0.05% 16,168 $276K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SRH TOTAL RETURN FUND INC (STEW)

What does the Smart Money Trend signal show for STEW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STEW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STEW?

Slight buying edge — 58% buying: Last quarter: 56 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STEW holders?

Strong quality — 24% AUM from major funds: 11 of 121 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STEW?

65% of holders stayed for 2+ years: 79 out of 121 hedge funds have held STEW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.