Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Belden Inc (BDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — BDC

Based on 377 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BDC 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
377 hedge funds hold BDC 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

211 buying158 selling
Last quarter: 211 funds bought or added vs 158 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.
➡️

Steady new buyers — ~68 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 43 → 63 → 68. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
232 out of 377 hedge funds have held BDC 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.
🚀

Acceleration phase — new buyers rushing in

51 → 44 → 43 → 63 → 68 new funds/Q
New funds entering each quarter: 44 → 43 → 63 → 68. 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.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 384 current holders: 251 (65%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
57 of 377 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — BDC

In 2026 Q1, 211 hedge funds were net buyers of BDC (68 opened a new position, 143 added to an existing one), while 158 reduced or exited (117 trimmed, 41 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in BDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 377.

Hedge Fund Ownership: BDC

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

Market Analysis: BDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BDC

-- --

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

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

Signal Freshness measures how much BDC has moved relative to its sector benchmark (XLK) 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 · 79d ago
BDC
+7.3%
XLK
+44.0%

BDC outperformed XLK by -36.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BDC
+13.1%
XLK
+8.6%

Since the filing became public, BDC outperformed XLK by +4.5% .

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.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: BDC
377 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 377 350 7.71%
13F Shares 40M 40M -0.95%
Total Value $3.99B $4.47B -10.71%
New Positions 68 63 +5
Increased Positions 142 104 +38
Closed Positions 41 45 -4
Reduced Positions 115 139 -24
Total Calls 5 3 66.67%
Total Puts 3 3 -
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: BDC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

377 + investors

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

QUARTER:
Top 25 BDC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daventry Group, LP 10.71% 81,899 $9.4M
2 Hallstatt Advisors L.P. 5.59% 61,576 $7.1M
3 Southernsun Asset Management, LLC 4.30% 258,377 $29.7M
4 Channing Capital Management, LLC 2.09% 710,458 $81.6M
5 Rithm Capital Corp. 1.73% 10,150 $1.2M
6 Aristotle Capital Boston, LLC 1.37% 191,038 $22.0M
7 Waters Parkerson & CO., LLC 1.36% 230,003 $26.4M
8 Pier Capital, LLC 1.19% 62,914 $7.2M
9 Phocas Financial Corp. 0.79% 43,899 $5.0M
10 Leeward Investments, LLC - MA 0.78% 137,376 $15.8M
11 Kennondale Capital Management LLC 0.75% 9,069 $1.0M
12 Segall Bryant & Hamill, LLC 0.68% 341,360 $42.1M
13 Riverwater Partners LLC 0.61% 15,968 $1.8M
14 Ironwood Investment Management LLC 0.56% 11,751 $1.3M
15 Frontier Capital Management Co LLC 0.54% 455,338 $52.3M
16 Washington Capital Management, Inc 0.52% 5,410 $621K
17 Granite Investment Partners, LLC 0.51% 72,850 $8.4M
18 Twelve Points Wealth Management LLC 0.50% 19,710 $2.3M
19 Emerald Investment Advisers, LLC 0.50% 48,126 $5.5M
20 Watershed Asset Management, L.L.C. 0.44% 3,698 $425K
21 Ceredex Value Advisors LLC 0.41% 113,125 $13.0M
22 Fuller & Thaler Asset Management, INC. 0.41% 1,050,327 $120.6M
23 Kerrisdale Advisers, LLC 0.41% 9,280 $1.1M
24 Renaissance Group LLC 0.39% 80,844 $9.3M
25 Kennedy Capital Management LLC 0.31% 127,803 $14.7M
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 — Belden Inc (BDC)

What does the Smart Money Trend signal show for BDC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BDC 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 BDC?

Slight buying edge — 57% buying: Last quarter: 211 funds bought or added vs 158 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 BDC holders?

Elite ownership — 43% AUM from top-100 funds: 57 of 377 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BDC. 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 BDC?

62% of holders stayed for 2+ years: 232 out of 377 hedge funds have held BDC 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 Belden Inc (BDC) following the 2026 Q1 hedge fund 13F filings?

As of today, BDC has moved +13.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), BDC has gained +7.3% vs +44.0% for XLK. 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.

Full history →