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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -863 | -0.8% | 105,885 | $1.90M | Q2 2026 | Sep 23, 2026 |
| 1607 Capital Partners, Llc | Buy | +13,500 | +1.5% | 899,421 | $16.10M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +12,426 | — | 12,426 | $222.42K | Q2 2026 | Aug 19, 2026 |
| Almitas Capital Llc | Buy | +17,018 | +14.6% | 133,773 | $2.39M | Q2 2026 | Aug 17, 2026 |
| Bulldog Investors, Llp | Buy | +60,000 | +4.7% | 1,347,582 | $24.12M | Q2 2026 | Aug 14, 2026 |
| Peak Asset Management, Llc | Buy | +51,285 | — | 51,285 | $918.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -41,698 | -24.5% | 128,474 | $2.30M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Sell | -40,000 | -13.5% | 256,158 | $4.58M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +31,896 | — | 31,896 | $570.94K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +22,101 | +14.6% | 173,852 | $3.11M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +20,680 | +78.4% | 47,042 | $842.05K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -18,256 | -8.2% | 204,363 | $3.66M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +11,368 | — | 11,368 | $203.49K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +7,368 | +2.6% | 286,235 | $5.12M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Sell | -3,000 | -16.2% | 15,481 | $277.11K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,793 | -4.4% | 38,509 | $689.33K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,702 | — | 1,702 | $30.47K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +363 | +3.0% | 12,575 | $223.33K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Sell | -226 | -0.6% | 35,396 | $633.59K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -125 | -0.2% | 78,118 | $1.40M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +50 | +0.3% | 15,302 | $273.91K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +43 | +1.1% | 3,869 | $69.25K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +153,880 | +8951.7% | 155,599 | $2.79M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +131,729 | +18.3% | 853,372 | $15.28M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -92,019 | -4.2% | 2,074,631 | $37.14M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +17,388 | — | 17,388 | $311.25K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,673 | -3.4% | 76,169 | $1.36M | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +75,697 | — | 75,697 | $1.35M | Q2 2026 | Aug 12, 2026 |
| Monetary Management Group Inc | Buy | +21,200 | +71.4% | 50,900 | $911.11K | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -12,626 | -7.9% | 146,354 | $2.62M | Q2 2026 | Aug 12, 2026 |
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.
Related STEW Institutional Insights
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