Anterix Inc (ATEX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Anterix Inc (ATEX) following the 2026 Q1 hedge fund 13F filings?

As of today, ATEX has moved +44.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.8% for the XLC sector ETF — an outperformance of +48.4%. Since the quarter end (March 31, 2026), ATEX gained +116.0% vs +0.7% for XLC. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Anterix Inc (ATEX)

133 + Investors. Track Smart Money conviction in ATEX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ATEX

Based on 134 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added ATEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

134 hedge funds hold ATEX 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding ATEX is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 62% buying

84 buying52 selling

Last quarter: 84 funds were net buyers (39 opened a brand new position + 45 added to an existing one). Only 52 were sellers (31 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new ATEX position: 13 → 28 → 25 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 19% medium ■ 34% new

63 out of 134 hedge funds have held ATEX 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.

💰

Value +90% but shares only +9% — price-driven

Value

+90%

+9%

Last quarter: the total dollar value of institutional holdings rose +90%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

32 → 13 → 28 → 25 → 39 new funds/Q

New funds entering each quarter: 13 → 28 → 25 → 39. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 6% 1-2yr ■ 38% new

Of 144 current holders: 81 (56%) 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 — 20% AUM from major funds

20% from top-100 AUM funds

32 of 134 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	133	116	14.66%
13F Shares	18M	16M	9.0%
Total Value	$679M	$357M	90.0%
New Positions	38	25	+13
Increased Positions	44	37	+7
Closed Positions	21	24	-3
Reduced Positions	27	40	-13
Total Calls	7	2	250.0%
Total Puts	5	4	25.0%
PUT/CALL Ratio	0.71	2.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

133

116

14.66%

13F Shares

18M

16M

9.0%

Total Value

$679M

$357M

90.0%

New Positions

+13

Increased Positions

Closed Positions

-3

Reduced Positions

-13

Total Calls

250.0%

Total Puts

25.0%

PUT/CALL Ratio

0.71

2.0

Neutral

Institutional Holders (2026 Q1)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ATEX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ATEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Owl Creek Asset Management, L.P.	14.95%	5,411,776	$206.7M
2	Plustick Management LLC	9.21%	499,596	$19.1M
3	Potomac Capital Management, Inc.	5.77%	173,802	$6.6M
4	Potrero Capital Research LLC	5.38%	229,561	$8.8M
5	Panoramic Capital, LLC	3.62%	135,000	$5.2M
6	Heard Capital LLC	3.39%	1,716,738	$65.6M
7	Gratia Capital, LLC	3.36%	200,000	$7.6M
8	Garnet Equity Capital Holdings, INC.	2.04%	343,496	$13.1M
9	AYAL Capital Advisors Ltd	2.04%	197,119	$7.5M
10	Marble Bar Asset Management LLP	2.01%	53,509	$2.0M
11	DG Capital Management, LLC	1.97%	168,217	$6.4M
12	Beartown Capital Management, LLC	1.83%	100,000	$3.8M
13	Gratia Capital, LLC	1.47%	87,500	$3.3M
14	Teton Advisors, LLC	1.42%	53,000	$2.0M
15	QVT Financial LP	1.41%	503,941	$19.2M
16	Resolute Capital Asset Partners LLC	1.03%	51,106	$2.0M
17	Kirr Marbach & Co LLC /In/	0.79%	113,814	$4.3M
18	Ardsley Advisory Partners LP	0.54%	110,000	$4.2M
19	Jefferson Bridge Capital, LLC	0.49%	12,950	$495K
20	Waterfront Wealth Inc.	0.42%	59,955	$2.3M
21	Gem Investment Advisors, LLC	0.27%	7,183	$274K
22	CenterBook Partners LP	0.26%	127,674	$4.9M
23	Potomac Capital Management, Inc.	0.25%	7,500	$286K
24	Atom Investors LP	0.23%	84,179	$3.2M
25	Gamco Investors, INC. Et Al	0.16%	425,820	$16.3M

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 — Anterix Inc (ATEX)

What does the Smart Money Trend signal show for ATEX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ATEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ATEX?

More buyers than sellers — 62% buying: Last quarter: 84 funds were net buyers (39 opened a brand new position + 45 added to an existing one). Only 52 were sellers (31 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ATEX holders?

Strong quality — 20% AUM from major funds: 32 of 134 holders rank in the top 100 by AUM, accounting for 20% 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 ATEX?

47% of holders stayed for 2+ years: 63 out of 134 hedge funds have held ATEX 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 Anterix Inc (ATEX) following the 2026 Q1 hedge fund 13F filings?

As of today, ATEX has moved +44.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.8% for the XLC sector ETF — an outperformance of +48.4%. Since the quarter end (March 31, 2026), ATEX has gained +116.0% vs +0.7% for XLC. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

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Anterix Inc (ATEX)

Smart Money Signals — ATEX

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 62% buying

More new buyers each quarter (+14 vs last Q)

47% of holders stayed for 2+ years

Value +90% but shares only +9% — price-driven

Acceleration phase — new buyers rushing in

Deep conviction — 56% of holders stayed 2+ years

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — ATEX

Hedge Fund Ownership: ATEX

Market Analysis: ATEX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ATEX

Is It Too Late to Buy Anterix Inc (ATEX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ATEX

Statistics: ATEX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Anterix Inc (ATEX)

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