Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Srh Total Return Fund Inc (STEW)

122 + 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
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — STEW

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
123 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 — +17% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

59 buying46 selling
Last quarter: 59 funds bought or added vs 46 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: 13 → 7 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 15% medium ■ 20% new
80 out of 123 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

5 → 13 → 7 → 19 → 14 new funds/Q
New funds entering each quarter: 13 → 7 → 19 → 14. A growing number of institutions are discovering STEW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Of 123 current holders: 83 (67%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
12 of 123 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 59 hedge funds were net buyers of STEW (14 opened a new position, 45 added to an existing one), while 46 reduced or exited (32 trimmed, 14 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 23% of total institutional value in STEW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 123.

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.

Is It Too Late to Buy Srh Total Return Fund Inc (STEW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STEW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
STEW
nan%
XLF
+1220.3%

STEW outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
STEW
nan%
XLF
+4.8%

Since the filing became public, STEW outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: STEW
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 123 -0.81%
13F Shares 16M 15M 0.43%
Total Value $256M $290M -11.54%
New Positions 14 19 -5
Increased Positions 45 38 +7
Closed Positions 15 8 +7
Reduced Positions 32 33 -1
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)

122 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JP Wealth Management, Inc. 18.04% 1,555,695 $26.6M
2 Rpo LLC 9.46% 178,990 $3.1M
3 Bulldog Investors, LLP 4.95% 1,287,582 $22.0M
4 GatePass Capital, LLC 3.44% 430,595 $7.4M
5 Quantedge Capital Pte Ltd 2.39% 255,603 $4.4M
6 Shaker Financial Services, LLC 1.71% 286,488 $4.9M
7 Matisse Capital 1.58% 216,000 $3.7M
8 1607 Capital Partners, LLC 1.09% 885,921 $15.1M
9 Advisory Advocates, LLC 1.03% 55,597 $1.0M
10 Srh Advisors, LLC 0.92% 188,926 $3.2M
11 Blue Bell Private Wealth Management, LLC 0.86% 350,678 $6.0M
12 Kingdom Financial Group LLC. 0.76% 154,836 $2.6M
13 Lloyd Advisory Services, LLC. 0.76% 154,836 $2.6M
14 Thomas J. Herzfeld Advisors, Inc. 0.63% 107,778 $1.8M
15 Almitas Capital LLC 0.45% 116,755 $2.0M
16 B. Riley Wealth Advisors, Inc. 0.43% 403,720 $6.7M
17 Closed-End Fund Advisors, Inc. 0.42% 24,040 $411K
18 Css LLC/Il 0.38% 461,965 $7.9M
19 Decision Investments, Inc 0.23% 11,811 $202K
20 DCF Advisers, LLC 0.23% 50,000 $855K
21 WealthTrust Axiom LLC 0.21% 49,082 $839K
22 Integrated Capital Management, INC. 0.19% 16,710 $286K
23 Nitor Capital Management LLC 0.19% 14,151 $242K
24 Flagship Harbor Advisors, LLC 0.16% 207,230 $3.5M
25 Evolve Private Wealth, LLC 0.15% 158,980 $2.7M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for STEW?

Slight buying edge — 56% buying: Last quarter: 59 funds bought or added vs 46 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 — 23% AUM from major funds: 12 of 123 holders rank in the top 100 by AUM, accounting for 23% 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: 80 out of 123 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.

Is it too late to buy Srh Total Return Fund Inc (STEW) following the 2026 Q1 hedge fund 13F filings?

As of today, STEW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), STEW has gained nan% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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