SRH TOTAL RETURN FUND INC (STEW) Institutional Ownership Changes & 13F Activity

SRH TOTAL RETURN FUND INC (STEW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rockefeller Capital Management L.P., Allspring Global Investments Holdings, Llc, Morgan Stanley, Newedge Advisors, Llc, and Bulldog Investors, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-863-0.8%105,885$1.90MQ2 2026Sep 23, 2026
1607 Capital Partners, LlcBuy+13,500+1.5%899,421$16.10MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+12,426—12,426$222.42KQ2 2026Aug 19, 2026
Almitas Capital LlcBuy+17,018+14.6%133,773$2.39MQ2 2026Aug 17, 2026
Bulldog Investors, LlpBuy+60,000+4.7%1,347,582$24.12MQ2 2026Aug 14, 2026
Peak Asset Management, LlcBuy+51,285—51,285$918.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-41,698-24.5%128,474$2.30MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Sell-40,000-13.5%256,158$4.58MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+31,896—31,896$570.94KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+22,101+14.6%173,852$3.11MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+20,680+78.4%47,042$842.05KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-18,256-8.2%204,363$3.66MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+11,368—11,368$203.49KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,368+2.6%286,235$5.12MQ2 2026Aug 14, 2026
Ancora Advisors LlcSell-3,000-16.2%15,481$277.11KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-1,793-4.4%38,509$689.33KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,702—1,702$30.47KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+363+3.0%12,575$223.33KQ2 2026Aug 14, 2026
Readystate Asset Management LpSell-226-0.6%35,396$633.59KQ2 2026Aug 14, 2026
&PartnersSell-125-0.2%78,118$1.40MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+50+0.3%15,302$273.91KQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+43+1.1%3,869$69.25KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+153,880+8951.7%155,599$2.79MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+131,729+18.3%853,372$15.28MQ2 2026Aug 13, 2026
Morgan StanleySell-92,019-4.2%2,074,631$37.14MQ2 2026Aug 13, 2026
Mariner, LlcBuy+17,388—17,388$311.25KQ2 2026Aug 13, 2026
Ubs Group AgSell-2,673-3.4%76,169$1.36MQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+75,697—75,697$1.35MQ2 2026Aug 12, 2026
Monetary Management Group IncBuy+21,200+71.4%50,900$911.11KQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-12,626-7.9%146,354$2.62MQ2 2026Aug 12, 2026
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Frequently asked questions about STEW activity

  • Which institutional owners are buying STEW?

    Institutional owners buying STEW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in STEW activity?

    "Buy" means an investor increased their reported position in STEW compared to the prior reporting period. This reflects growing exposure to SRH TOTAL RETURN FUND INC (STEW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in STEW increasing?

    Institutional interest in STEW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.