Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BEAZER HOMES USA INC (BZH)

182 + Investors. Track Smart Money conviction in BZH. 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
↓ -14
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — BZH

Based on 172 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BZH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
172 funds currently hold this stock — 86% of the 3.0-year high of 199 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold BZH compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

84 buying99 selling
Last quarter: 99 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 32 → 20 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 23% medium 11% new
113 out of 172 hedge funds have held BZH 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.
💎

Buying through price weakness — shares +1%, value -16%

Value
-16%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

31 → 30 → 32 → 20 → 19 new funds/Q
New funds entering each quarter: 30 → 32 → 20 → 19. BZH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 9% 1-2yr 18% new
Of 182 current holders: 133 (73%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
35 of 172 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BZH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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: BZH

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

Market Analysis: BZH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BZH

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

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: BZH
2026 Q1 Stats Unlock in 23 days 182 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 182 198 -8.08%
13F Shares 26M 26M 1.01%
Total Value $525M $628M -16.41%
New Positions 19 20 -1
Increased Positions 82 77 +5
Closed Positions 34 31 +3
Reduced Positions 75 91 -16
Total Calls 5 7 -28.57%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 1.4 1.14 Bearish

Statistics: BZH

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

182 + investors

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

Top 25 institutional holders of BZH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Register Financial Advisors LLC 0.57% 80,717 $1.6M
2 JAMISON PRIVATE WEALTH MANAGEMENT, INC. 0.24% 104,498 $2.0M
3 Daytona Street Capital LLC 0.19% 12,000 $241K
4 PEREGRINE CAPITAL MANAGEMENT LLC 0.15% 206,971 $4.0M
5 Abacus Wealth Partners, LLC 0.07% 41,755 $803K
6 JAMES INVESTMENT RESEARCH, INC. 0.04% 16,882 $325K
7 WESBANCO BANK INC 0.04% 66,500 $1.3M
8 Badgley Phelps Wealth Managers, LLC 0.02% 53,068 $1.0M
9 Ares Financial Consulting, LLC 0.01% 867 $17K
10 RITHOLTZ WEALTH MANAGEMENT 0.01% 25,093 $483K
11 HB Wealth Management, LLC 0.01% 58,615 $1.1M
12 EXCHANGE TRADED CONCEPTS, LLC 0.01% 50,523 $972K
13 Versant Capital Management, Inc 0.00% 1,582 $30K
14 GAMMA Investing LLC 0.00% 1,137 $22K
15 Assenagon Asset Management S.A. 0.00% 33,996 $654K
16 SG Americas Securities, LLC 0.00% 17,320
17 Sterling Capital Management LLC 0.00% 920 $18K
18 State of Alaska, Department of Revenue 0.00% 1,524
19 SIGNATUREFD, LLC 0.00% 593 $11K
20 MATHER GROUP, LLC. 0.00% 697 $13K
21 Farther Finance Advisors, LLC 0.00% 403 $8K
22 Root Financial Partners, LLC 0.00% 50
23 IFP Advisors, Inc 0.00% 21
24 True Wealth Design, LLC 0.00% 1
25 SJS Investment Consulting Inc. 0.00% 2
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 — BEAZER HOMES USA INC (BZH)

What does the Smart Money Trend signal show for BZH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BZH 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 BZH?

More sellers than buyers — 46% buying: Last quarter: 99 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BZH holders?

Elite ownership — 40% AUM from top-100 funds: 35 of 172 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BZH. 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 BZH?

66% of holders stayed for 2+ years: 113 out of 172 hedge funds have held BZH 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.