Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BAIN CAP SPECIALTY FIN INC (BCSF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — BCSF

Based on 136 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BCSF 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
136 funds currently hold this stock — 93% of the 3.0-year high of 146 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BCSF is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

69 buying64 selling
Last quarter: 69 funds bought or added vs 64 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new BCSF position: 30 → 15 → 14 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 23% medium 24% new
73 out of 136 hedge funds have held BCSF 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.
➡️

Steady discovery — ~25 new funds/quarter

26 → 30 → 15 → 14 → 25 new funds/Q
New funds entering each quarter: 30 → 15 → 14 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 15% 1-2yr 27% new
Of 140 current holders: 81 (58%) 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 — 22% AUM from major funds

22% from top-100 AUM funds
17 of 136 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Hedge Fund Ownership: BCSF

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

Market Analysis: BCSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCSF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: BCSF
2026 Q1 Stats Unlock in 20 days 140 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 140 133 5.26%
13F Shares 34M 33M 3.21%
Total Value $470M $467M 0.72%
New Positions 25 14 +11
Increased Positions 48 57 -9
Closed Positions 20 19 +1
Reduced Positions 48 42 +6
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: BCSF

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

140 + investors

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

Top 25 institutional holders of BCSF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 3.48% 801,257 $9.9M
2 Garner Asset Management Corp 0.35% 71,206 $883K
3 M.E. ALLISON & CO., INC. 0.20% 24,527 $304K
4 Curated Wealth Partners LLC 0.16% 100,000 $1.2M
5 United Advisor Group, LLC 0.11% 73,793 $915K
6 Seelaus Asset Management LLC 0.11% 12,050 $149K
7 Cottage Street Advisors LLC 0.09% 17,000 $211K
8 NORDEN GROUP LLC 0.08% 70,222 $871K
9 MERIDIAN INVESTMENT COUNSEL INC. 0.06% 19,566 $243K
10 Cordoba Advisory Partners LLC 0.04% 10,878 $135K
11 Prairiewood Capital, LLC 0.04% 10,130 $126K
12 Formidable Asset Management, LLC 0.03% 15,247 $212K
13 SeaCrest Wealth Management, LLC 0.03% 24,650 $306K
14 Onyx Bridge Wealth Group LLC 0.03% 24,432 $303K
15 Foster Victor Wealth Advisors, LLC 0.02% 32,278 $420K
16 Register Financial Advisors LLC 0.02% 4,975 $62K
17 BI Asset Management Fondsmaeglerselskab A/S 0.02% 161,044 $2K
18 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% 86,684 $1.1M
19 B. Riley Wealth Advisors, Inc. 0.01% 10,829 $133K
20 U.S. Capital Wealth Advisors, LLC 0.01% 26,715 $331K
21 Security National Bank 0.01% 4,353 $54K
22 Lansforsakringar Fondforvaltning AB (publ) 0.01% 119,266 $1.5M
23 Sumitomo Mitsui Trust Group, Inc. 0.00% 601,097 $7.5M
24 Farther Finance Advisors, LLC 0.00% 34,580 $425K
25 Nicholas Hoffman & Company, LLC. 0.00% 12,000 $149K
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 — BAIN CAP SPECIALTY FIN INC (BCSF)

What does the Smart Money Trend signal show for BCSF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BCSF 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 BCSF?

Slight buying edge — 52% buying: Last quarter: 69 funds bought or added vs 64 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 BCSF holders?

Strong quality — 22% AUM from major funds: 17 of 136 holders rank in the top 100 by AUM, accounting for 22% 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 BCSF?

54% of holders stayed for 2+ years: 73 out of 136 hedge funds have held BCSF 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.

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.