Who Owns STEW?
SRH Total Return Fund, Inc. — Institutional Ownership & 13F Holdings
$17.68
+0.04 (+0.26%)
Market Cap
$1.7B
Shares Outstanding
96,441,500
Institutional Holders
106
Total Inst. Value
$350.5M
% of Float Held
—
QoQ Holder Change
+35
Institutional data as of Q1 2025
New Positions
21
Closed Positions
11
Increased
32
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $135.7M | 7,864 |
| 2 | MORGAN STANLEY | $42.9M | 2,489,052 |
| 3 | Bulldog Investors, LLP | $21.0M | 1,214,710 |
| 4 | JP Wealth Management, Inc.New | $16.7M | 968,445 |
| 5 | 1607 Capital Partners, LLC | $13.5M | 785,460 |
| 6 | CSS LLC/IL | $10.8M | 624,652 |
| 7 | Allspring Global Investments Holdings, LLC | $9.3M | 541,448 |
| 8 | Karpus Management, Inc. | $8.8M | 509,215 |
| 9 | AQR Arbitrage LLC | $7.6M | 444,748 |
| 10 | Almitas Capital LLC | $5.2M | 301,991 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JP Wealth Management, Inc.New | +968K | $16.7M |
| Allspring Global Investments Holdings, LLC | +7K | $9.3M |
| Karpus Management, Inc. | +65K | $8.8M |
| BANK OF AMERICA CORP /DE/ | +89K | $4.3M |
| Consolidated Portfolio Review Corp | +60K | $3.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Shaker Financial Services, LLC | -446K | $4.8M |
| WOLVERINE ASSET MANAGEMENT LLC | -133K | $2.7M |
| MORGAN STANLEY | -76K | $42.9M |
| CSS LLC/IL | -41K | $10.8M |
| COHEN & STEERS, INC. | -38K | $2.8M |
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Frequently Asked Questions
How many institutional investors hold STEW?
As of Q1 2025, 106 institutional investors report holding STEW (SRH Total Return Fund, Inc.) in their 13F filings.
Which hedge fund owns the most STEW?
The largest institutional holder of STEW is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $135.7M in shares.
Are institutions buying or selling STEW?
This quarter, 21 institutions opened new positions in STEW and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.