Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flagstar Bank National Assoc (FLG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — FLG

Based on 387 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 FLG 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
387 hedge funds hold FLG 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FLG is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

209 buying170 selling
Last quarter: 209 funds bought or added vs 170 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 — ~64 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 58 → 45 → 64 → 64. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 7% conviction (2yr+) ■ 68% medium ■ 25% new
Only 26 funds (7%) 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.
📈

Growing discovery — still being found

62 → 58 → 45 → 64 → 64 new funds/Q
New funds entering each quarter: 58 → 45 → 64 → 64. A growing number of institutions are discovering FLG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 4% veterans, 32% new entrants

■ 4% veterans ■ 64% 1-2yr ■ 32% new
Of 414 current holders: 16 (4%) held 2+ years, 267 held 1–2 years, 131 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
49 of 382 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — FLG

In 2026 Q1, 209 hedge funds were net buyers of FLG (64 opened a new position, 145 added to an existing one), while 170 reduced or exited (117 trimmed, 53 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 23% of total institutional value in FLG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 387.

Hedge Fund Ownership: FLG

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

Market Analysis: FLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLG

-- --

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

Is It Too Late to Buy Flagstar Bank National Assoc (FLG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLG has moved relative to its sector benchmark (XLF) 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 · 80d ago
FLG
+11.2%
XLF
+9.5%

FLG outperformed XLF by +1.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
FLG
+10.8%
XLF
+5.8%

Since the filing became public, FLG outperformed XLF by +5.0% .

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.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: FLG
383 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 383 376 1.86%
13F Shares 407M 390M 4.57%
Total Value $5.11B $4.89B 4.44%
New Positions 60 64 -4
Increased Positions 137 105 +32
Closed Positions 53 58 -5
Reduced Positions 109 142 -33
Total Calls 17 20 -15.0%
Total Puts 15 18 -16.67%
PUT/CALL Ratio 0.88 0.9 Neutral

Statistics: FLG

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)

383 + investors

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

QUARTER:
Top 25 FLG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reverence Capital Partners, L.P. 100.00% 35,981,113 $473.9M
2 Liberty 77 Capital L.P. 67.81% 74,999,994 $987.7M
3 Kahn Brothers Group Inc 9.53% 4,083,618 $53.8M
4 Tiptree Advisors, LLC 3.44% 450,000 $5.9M
5 PL Capital Advisors, LLC 3.32% 835,335 $11.0M
6 Certuity, LLC 1.83% 2,124,280 $28.0M
7 Hudson Bay Capital Management LP 1.58% 34,689,439 $456.9M
8 Steadfast Capital Management LP 1.56% 3,459,500 $45.6M
9 Sippican Capital Advisors 1.51% 167,615 $2.2M
10 North Reef Capital Management LP 1.26% 2,790,000 $36.7M
11 Round Hill Asset Management 1.21% 140,670 $1.9M
12 Private Management Group Inc 1.17% 3,096,913 $40.8M
13 Longaeva Partners L.P. 1.12% 2,302,534 $30.3M
14 Collar Capital Management, LLC 1.01% 118,185 $1.6M
15 Thompson Investment Management, INC. 0.89% 521,937 $6.9M
16 Bayview Asset Management, LLC 0.84% 166,666 $2.2M
17 Neo Ivy Capital Management 0.81% 233,945 $3.1M
18 Third Avenue Management LLC 0.71% 331,241 $4.4M
19 Hourglass Capital, LLC 0.63% 230,000 $3.0M
20 Sage Investment Counsel LLC 0.60% 41,400 $545K
21 Elizabeth Park Capital Advisors, Ltd. 0.60% 58,700 $773K
22 Cinctive Capital Management LP 0.59% 691,908 $9.1M
23 JCSD Capital, LLC 0.57% 41,000 $540K
24 Bastion Asset Management Inc. 0.56% 139,902 $1.8M
25 Fieldview Capital Management, LLC 0.51% 133,737 $1.8M
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 — Flagstar Bank National Assoc (FLG)

What does the Smart Money Trend signal show for FLG?

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

Slight buying edge — 55% buying: Last quarter: 209 funds bought or added vs 170 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 FLG holders?

Strong quality — 23% AUM from major funds: 49 of 382 holders rank in the top 100 by AUM, accounting for 23% 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 FLG?

Mostly new holders — 25% entered in last year: Only 26 funds (7%) 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.

Is it too late to buy Flagstar Bank National Assoc (FLG) following the 2026 Q1 hedge fund 13F filings?

As of today, FLG has moved +10.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), FLG has gained +11.2% vs +9.5% for XLF. 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 →