Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atmus Filtration Technologie (ATMU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -19
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — ATMU

Based on 331 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (95% of max)

95% of all-time peak
331 hedge funds hold ATMU 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

180 buying183 selling
Last quarter: 180 funds bought or added vs 183 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 55 → 74 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 331 current holders: 123 (37%) held >2 years, 104 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

35 → 47 → 55 → 74 → 60 new funds/Q
New funds entering each quarter: 47 → 55 → 74 → 60. A growing number of institutions are discovering ATMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 36% new entrants

■ 34% veterans ■ 30% 1-2yr ■ 36% new
Of 334 current holders: 114 (34%) held 2+ years, 100 held 1–2 years, 120 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
56 of 331 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in ATMU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — ATMU

In 2026 Q2, 180 hedge funds were net buyers of ATMU (60 opened a new position, 120 added to an existing one), while 183 reduced or exited (104 trimmed, 79 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 61% of total institutional value in ATMU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -19 funds (more exits than new entries). Total institutional holders: 331.

Hedge Fund Ownership: ATMU

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

Market Analysis: ATMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATMU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: ATMU
328 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 328 350 -6.29%
13F Shares 89M 83M 6.74%
Total Value $4.15B $4.31B -3.7%
New Positions 59 74 -15
Increased Positions 116 125 -9
Closed Positions 81 33 +48
Reduced Positions 104 104 -
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: ATMU

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Institutional Holders (2026 Q2)

328 + investors

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

QUARTER:
Top 25 ATMU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mangrove Partners IM, LLC 4.06% 1,211,236 $61.8M
2 Marathon Partners Equity Management, LLC 3.66% 77,000 $3.9M
3 Prentiss Smith & Co Inc 3.37% 120,486 $6.1M
4 Medina Value Partners, LLC 3.19% 318,986 $16.3M
5 Port Capital LLC 2.15% 1,034,293 $52.7M
6 Channing Capital Management, LLC 2.03% 1,725,956 $88.0M
7 Eminence Capital, LP 1.67% 1,281,995 $72.8M
8 Charter Oak Advisors LP 0.74% 26,464 $1.3M
9 Riverwater Partners LLC 0.66% 43,911 $2.2M
10 Moody Aldrich Partners LLC 0.66% 72,398 $3.7M
11 Altrinsic Global Advisors LLC 0.56% 296,885 $15.1M
12 Frontier Capital Management Co LLC 0.55% 1,157,930 $59.0M
13 Westwood Holdings Group Inc 0.54% 1,397,165 $71.2M
14 Royce & Associates LP 0.41% 995,247 $50.7M
15 Chesapeake Capital Corp /Il/ 0.38% 14,121 $720K
16 Integrated Quantitative Investments LLC 0.36% 42,623 $2.2M
17 Twinbeech Capital LP 0.31% 33,379 $1.7M
18 Boston Trust Walden Corp 0.28% 709,764 $36.2M
19 Silvercrest Asset Management Group LLC 0.23% 702,658 $35.8M
20 Emerald Investment Advisers, LLC 0.21% 62,996 $3.2M
21 Tema Etfs LLC 0.17% 105,917 $5.4M
22 Ancora Advisors LLC 0.14% 138,859 $7.1M
23 Prescott Group Capital Management, L.L.C. 0.13% 30,000 $1.5M
24 Atom Investors LP 0.13% 28,401 $1.4M
25 Knights of Columbus Asset Advisors LLC 0.10% 40,863 $2.1M
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 — Atmus Filtration Technologie (ATMU)

What does the Smart Money Trend signal show for ATMU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ATMU 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 ATMU?

Slight buying edge — 50% buying: Last quarter: 180 funds bought or added vs 183 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ATMU holders?

Elite ownership — 61% AUM from top-100 funds: 56 of 331 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in ATMU. 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 ATMU?

Mixed — 37% long-term, 31% new: Of the 331 current holders: 123 (37%) held >2 years, 104 held 1–2 years, and 104 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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