Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atmus Filtration Technologie (ATMU)

346 + 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
↑ +41
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — ATMU

Based on 349 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ATMU 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
349 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 — +30% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+30% 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 — 59% buying

200 buying138 selling
Last quarter: 200 funds bought or added vs 138 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.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new ATMU position: 34 → 47 → 55 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 32% new

■ 29% conviction (2yr+) ■ 39% medium ■ 32% new
Of the 349 current holders: 100 (29%) held >2 years, 136 held 1–2 years, and 113 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.
🚀

Acceleration phase — new buyers rushing in

39 → 34 → 47 → 55 → 74 new funds/Q
New funds entering each quarter: 34 → 47 → 55 → 74. 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.
📊

Mixed cohorts — 24% veterans, 38% new entrants

■ 24% veterans ■ 39% 1-2yr ■ 38% new
Of 352 current holders: 83 (24%) held 2+ years, 137 held 1–2 years, 132 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
53 of 349 holders are among the 100 largest funds by AUM, controlling 49% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 200 hedge funds were net buyers of ATMU (74 opened a new position, 126 added to an existing one), while 138 reduced or exited (105 trimmed, 33 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in ATMU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 349.

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

-- --

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

Is It Too Late to Buy Atmus Filtration Technologie (ATMU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ATMU has moved relative to its sector benchmark (XLY) 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 · 81d ago
ATMU
nan%
XLY
nan%

ATMU outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
ATMU
nan%
XLY
nan%

Since the filing became public, ATMU outperformed XLY by nan% .

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.

27 top-rated funds 4 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ATMU
346 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 346 308 12.34%
13F Shares 83M 82M 1.13%
Total Value $4.31B $4.02B 6.98%
New Positions 73 55 +18
Increased Positions 123 112 +11
Closed Positions 35 34 +1
Reduced Positions 104 100 +4
Total Calls 2 5 -60.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 0.6 Bullish

Statistics: ATMU

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

346 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mangrove Partners IM, LLC 6.04% 1,315,227 $74.7M
2 Parsifal Capital Management, LP 5.28% 788,987 $44.8M
3 Marathon Partners Equity Management, LLC 4.82% 75,000 $4.3M
4 Prentiss Smith & Co Inc 3.52% 106,664 $6.1M
5 Gallo Partners, LP 2.70% 24,846 $1.4M
6 Medina Value Partners, LLC 2.69% 226,439 $12.9M
7 Port Capital LLC 2.29% 908,680 $51.6M
8 Channing Capital Management, LLC 2.01% 1,385,924 $78.7M
9 Renaissance Capital LLC 1.79% 38,890 $2.5M
10 Eminence Capital, LP 1.67% 1,281,995 $72.8M
11 Riverwater Partners LLC 1.01% 53,145 $3.0M
12 Moody Aldrich Partners LLC 0.94% 92,132 $5.2M
13 Charter Oak Advisors LP 0.91% 26,464 $1.5M
14 Fieldview Capital Management, LLC 0.72% 43,682 $2.5M
15 nVerses Capital, LLC 0.65% 12,615 $716K
16 Dark Forest Capital Management LP 0.59% 116,279 $6.6M
17 Chesapeake Capital Corp /Il/ 0.52% 12,726 $722K
18 Turas Capital Management LP 0.52% 35,900 $2.0M
19 Westwood Holdings Group Inc 0.51% 1,239,186 $70.3M
20 Altrinsic Global Advisors LLC 0.48% 234,723 $13.3M
21 Informed Momentum Co LLC 0.44% 66,780 $3.8M
22 Royce & Associates LP 0.44% 777,735 $44.2M
23 Frontier Capital Management Co LLC 0.43% 742,221 $42.1M
24 Stirlingshire Investments, Inc. 0.42% 8,396 $477K
25 Tema Etfs LLC 0.39% 101,957 $5.8M
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ATMU 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 ATMU?

Slight buying edge — 59% buying: Last quarter: 200 funds bought or added vs 138 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 — 49% AUM from top-100 funds: 53 of 349 holders are among the 100 largest funds by AUM, controlling 49% 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 — 29% long-term, 32% new: Of the 349 current holders: 100 (29%) held >2 years, 136 held 1–2 years, and 113 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.

Is it too late to buy Atmus Filtration Technologie (ATMU) following the 2026 Q1 hedge fund 13F filings?

As of today, ATMU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ATMU has gained nan% vs nan% for XLY. 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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