STEW

Srh Total Return Fund INC

-$23.8M

Net Activity

Institutions Holding

125

Popularity Rank

#3978

Avg Weight

0.46%

Total Value

$269.1M

Ownership Trend

125 institutions currently hold STEW, with 57 net buyers and 48 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

48

Net Buying Institutions

57

Key Holders

View all 125 holding institutions

Quarterly Activity

Recent Activity

+$156.0M

Total Buy Value

$126.3M

Total Sell Value

New buy11
Trim36
Add46
Sold out12

57

Net Buyers

48

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SRH TOTAL RETURN FUND INC (STEW)?
Major stakeholders currently include Morgan Stanley ($37.0M), JP Wealth Management, Inc. ($26.6M), Bulldog Investors, LLP ($22.0M). Based on the latest 13F filings, there are a total of 125 tracked investment funds and institutions maintaining positions in STEW.
What is the overall institutional sentiment toward STEW recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $23.8M, driven by 57 managers accumulating shares while 48 reduced their exposure.
Which institutions have been selling or reducing their STEW positions?
In the latest period, 36 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $126.3M.
Are there any notable investors adding STEW to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 46 existing holders added to their shares. The total reported buy value for the quarter amounted to $156.0M.

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