Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Srh Total Return Fund Inc (STEW)

127 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — STEW

Based on 128 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
128 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 — +14% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

58 buying43 selling
Last quarter: 58 funds bought or added vs 43 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.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 19 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
82 out of 128 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.
➡️

Steady discovery — ~14 new funds/quarter

14 → 7 → 19 → 14 → 14 new funds/Q
New funds entering each quarter: 7 → 19 → 14 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 128 holders: 88 (69%) are 2+ year veterans, 14 entered 1–2 years ago, and 26 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
11 of 127 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — STEW

In 2026 Q2, 58 hedge funds were net buyers of STEW (14 opened a new position, 44 added to an existing one), while 43 reduced or exited (33 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 128.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: STEW
127 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 127 124 2.42%
13F Shares 20M 16M 24.23%
Total Value $340M $259M 31.08%
New Positions 14 14 -
Increased Positions 44 45 -1
Closed Positions 10 14 -4
Reduced Positions 33 33 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STEW

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Institutional Holders (2026 Q2)

127 + investors

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

QUARTER:
Top 25 STEW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JP Wealth Management, Inc. 17.73% 1,573,433 $28.2M
2 Rpo LLC 10.54% 178,990 $3.2M
3 Atlas Wealth LLC 8.96% 3,511,313 $62.9M
4 Bulldog Investors, LLP 5.30% 1,347,582 $24.1M
5 Quantedge Capital Pte Ltd 3.33% 245,103 $4.4M
6 Winning Points Advisors, LLC 3.12% 182,123 $3.1M
7 GatePass Capital, LLC 3.01% 443,600 $7.9M
8 Shaker Financial Services, LLC 1.67% 298,716 $5.3M
9 Matisse Capital 1.62% 226,000 $4.0M
10 1607 Capital Partners, LLC 1.40% 899,421 $16.1M
11 Advisory Advocates, LLC 0.95% 61,910 $1.1M
12 Blue Bell Private Wealth Management, LLC 0.83% 373,762 $6.7M
13 Srh Advisors, LLC 0.75% 164,822 $3.0M
14 Kingdom Financial Group LLC. 0.75% 163,061 $2.9M
15 Almitas Capital LLC 0.57% 133,773 $2.4M
16 Closed-End Fund Advisors, Inc. 0.40% 23,039 $412K
17 B. Riley Wealth Advisors, Inc. 0.39% 405,048 $7.2M
18 Css LLC/Il 0.32% 461,965 $8.3M
19 Beverly Hills Private Wealth, LLC 0.20% 59,365 $1.1M
20 Decision Investments, Inc 0.19% 11,641 $208K
21 WealthTrust Axiom LLC 0.19% 46,842 $838K
22 Monetary Management Group Inc 0.19% 50,900 $911K
23 Integrated Capital Management, INC. 0.19% 14,857 $266K
24 Nitor Capital Management LLC 0.17% 14,151 $253K
25 Evolve Private Wealth, LLC 0.16% 146,354 $2.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 57% buying: Last quarter: 58 funds bought or added vs 43 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?

Smaller funds dominant — 18% AUM from top-100: 11 of 127 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STEW?

64% of holders stayed for 2+ years: 82 out of 128 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.

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