Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Autohome Inc (ATHM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -20
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — ATHM

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ATHM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
142 funds currently hold this stock — 78% of the 3.0-year high of 182 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
40 fewer hedge funds hold ATHM compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

73 buying108 selling
Last quarter: 108 funds reduced or exited vs 73 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new ATHM position: 24 → 20 → 25 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 15% new
91 out of 142 hedge funds have held ATHM 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.
💎

Buying through price weakness — shares -5%, value -35%

Value
-35%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

30 → 24 → 20 → 25 → 35 new funds/Q
New funds entering each quarter: 24 → 20 → 25 → 35. A growing number of institutions are discovering ATHM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 17% new
Of 143 current holders: 102 (71%) 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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
43 of 142 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ATHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — ATHM

In 2026 Q1, 73 hedge funds were net buyers of ATHM (35 opened a new position, 38 added to an existing one), while 108 reduced or exited (53 trimmed, 55 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in ATHM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 142.

Hedge Fund Ownership: ATHM

How many hedge funds hold ATHM — quarterly history vs. share price
Quarterly hedge fund ownership of ATHM vs. share price

Market Analysis: ATHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATHM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much ATHM has moved relative to its sector benchmark (XLC) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
ATHM
+1.2%
XLC
+0.7%

ATHM outperformed XLC by +0.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
ATHM
+3.0%
XLC
-3.8%

Since the filing became public, ATHM outperformed XLC by +6.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: ATHM
141 + Investors

Track Smart Money conviction in ATHM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 141 162 -12.96%
13F Shares 48M 51M -5.13%
Total Value $743M $1.15B -35.27%
New Positions 34 25 +9
Increased Positions 39 57 -18
Closed Positions 55 23 +32
Reduced Positions 52 52 -
Total Calls 0 1 -100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ATHM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

141 + investors

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

QUARTER:
Top 25 ATHM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North of South Capital LLP 5.77% 3,700,631 $64.3M
2 Long Corridor Asset Management Ltd 3.03% 718,038 $12.5M
3 Verdad Advisers, LP 2.37% 121,317 $2.1M
4 Krane Funds Advisors LLC 1.98% 2,765,600 $48.1M
5 Oasis Management Co Ltd. 0.37% 367,978 $6.4M
6 Positano Wealth Management Ltd 0.33% 25,388 $441K
7 M&G Plc 0.30% 3,473,398 $59.0M
8 Nano Cap New Millennium Growth Fund L P 0.24% 15,000 $261K
9 Oldfield Partners LLP 0.18% 41,400 $719K
10 E Fund Management (Hong Kong) Co., Ltd. 0.14% 18,052 $314K
11 E Fund Management Co., Ltd. 0.14% 270,314 $4.7M
12 Aster Capital Management (DIFC) Ltd 0.11% 12,280 $340K
13 Guinness Atkinson Asset Management Inc 0.11% 12,300 $214K
14 Federated Hermes, INC. 0.10% 3,652,835 $63.4M
15 Abn Amro Investment Solutions 0.07% 308,171 $5.4M
16 Ping Capital Management, INC. 0.06% 13,000 $226K
17 BlueCrest Capital Management Ltd 0.06% 55,500 $964K
18 FIL Ltd 0.06% 4,187,221 $72.7M
19 Catalyst Funds Management Pty Ltd 0.05% 17,500 $304K
20 Axq Capital, LP 0.04% 18,358 $319K
21 Fideuram Asset Management (Ireland) dac 0.04% 15,926 $306K
22 Marex Group plc 0.04% 50,000 $1.4M
23 Schroder Investment Management Group 0.03% 2,232,118 $38.8M
24 XTX Topco Ltd 0.03% 95,540 $1.7M
25 Campbell & CO Investment Adviser LLC 0.02% 22,569 $392K
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 — Autohome Inc (ATHM)

What does the Smart Money Trend signal show for ATHM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ATHM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ATHM?

More sellers than buyers — 40% buying: Last quarter: 108 funds reduced or exited vs 73 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ATHM holders?

Elite ownership — 40% AUM from top-100 funds: 43 of 142 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ATHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ATHM?

64% of holders stayed for 2+ years: 91 out of 142 hedge funds have held ATHM 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 Autohome Inc (ATHM) following the 2026 Q1 hedge fund 13F filings?

As of today, ATHM has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.8% for the XLC sector ETF — an outperformance of +6.8%. Since the quarter end (March 31, 2026), ATHM has gained +1.2% vs +0.7% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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