Based on 10 hedge funds · latest filing: 2026 Q1 · updated quarterly
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Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added BBEM 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.
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High ownership — 91% of 3.0Y peak
91% of all-time peak
10 funds currently hold this stock — 91% of the 3.0-year high of 11 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
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Fast accumulation — +43% more funds vs a year ago
fund count last 6Q
+3 new funds entered over the past year (+43% 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.
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More buyers than sellers — 75% buying
9 buying3 selling
Last quarter: 9 funds were net buyers (4 opened a brand new position + 5 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
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Steady new buyers — ~4 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
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Mostly new holders — 50% entered in last year
■ 20% conviction (2yr+)
■ 30% medium
■ 50% new
Only 2 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️
Steady discovery — ~4 new funds/quarter
2 → 3 → 2 → 3 → 4 new funds/Q
New funds entering each quarter: 3 → 2 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
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Early stage — 60% of holders entered in last year
■ 40% veterans
■ 0% 1-2yr
■ 60% new
Of 10 current holders: 6 (60%) entered in the past year, only 4 (40%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
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Elite ownership — 61% AUM from top-100 funds
61% from top-100 AUM funds
4 of 10 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BBEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.