Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flagstar Bank National Assoc (FLG)

394 + Investors. Track Smart Money conviction in FLG. 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
↑ +13
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — FLG

Based on 403 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
403 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

225 buying153 selling
Last quarter: 225 funds were net buyers (61 opened a brand new position + 164 added to an existing one). Only 153 were sellers (105 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 64 → 65 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 26% entered in last year

■ 10% conviction (2yr+) ■ 64% medium ■ 26% new
Only 41 funds (10%) 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.
💰

Price up while funds trimmed (+13% value, -5% shares)

Value
+12%
Shares
-5%
Last quarter: total value of institutional FLG holdings rose +13% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

59 → 45 → 64 → 65 → 61 new funds/Q
New funds entering each quarter: 45 → 64 → 65 → 61. 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, 29% new entrants

■ 4% veterans ■ 67% 1-2yr ■ 29% new
Of 425 current holders: 16 (4%) held 2+ years, 286 held 1–2 years, 123 (29%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
54 of 398 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FLG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — FLG

In 2026 Q2, 225 hedge funds were net buyers of FLG (61 opened a new position, 164 added to an existing one), while 153 reduced or exited (105 trimmed, 48 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in FLG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 403.

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 Q2 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 June 30, 2026 · 88d ago
FLG
-17.2%
XLF
+2.1%

FLG outperformed XLF by -19.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
FLG
-13.1%
XLF
-5.8%

Since the filing became public, FLG outperformed XLF by -7.3% .

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.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: FLG
394 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 394 390 1.03%
13F Shares 383M 409M -6.37%
Total Value $5.41B $5.12B 5.66%
New Positions 59 65 -6
Increased Positions 155 137 +18
Closed Positions 50 52 -2
Reduced Positions 99 110 -11
Total Calls 15 17 -11.76%
Total Puts 12 15 -20.0%
PUT/CALL Ratio 0.8 0.88 Neutral

Statistics: FLG

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Institutional Holders (2026 Q2)

394 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reverence Capital Partners, L.P. 100.00% 35,981,113 $537.6M
2 Liberty 77 Capital L.P. 63.93% 74,999,994 $1.12B
3 Kahn Brothers Group Inc 9.53% 4,083,618 $53.8M
4 PMC FIG Opportunities LLC 9.33% 391,587 $5.9M
5 Tiptree Advisors, LLC 4.16% 450,000 $6.7M
6 PL Capital Advisors, LLC 3.47% 835,335 $12.5M
7 North Reef Capital Management LP 1.75% 3,050,000 $45.6M
8 Sippican Capital Advisors 1.58% 173,565 $2.6M
9 Certuity, LLC 1.56% 2,124,280 $31.7M
10 Elizabeth Park Capital Advisors, Ltd. 1.39% 134,700 $2.0M
11 Round Hill Asset Management 1.31% 139,740 $2.1M
12 Private Management Group Inc 1.21% 3,070,840 $45.9M
13 Steadfast Capital Management LP 1.11% 2,422,933 $36.2M
14 Collar Capital Management, LLC 1.01% 115,085 $1.7M
15 Phocas Financial Corp. 0.97% 469,335 $7.0M
16 One William Street Capital Management, L.P. 0.96% 156,000 $2.3M
17 Thompson Investment Management, INC. 0.90% 525,323 $7.8M
18 Third Avenue Management LLC 0.79% 331,241 $4.9M
19 Hourglass Capital, LLC 0.77% 235,100 $3.5M
20 Longaeva Partners L.P. 0.72% 2,203,795 $32.9M
21 Fieldview Capital Management, LLC 0.66% 154,296 $2.3M
22 Sage Investment Counsel LLC 0.62% 41,400 $619K
23 Cinctive Capital Management LP 0.62% 1,125,229 $16.8M
24 Bayview Asset Management, LLC 0.50% 166,666 $2.5M
25 Promethium Advisors,LLC 0.49% 67,675 $1.0M
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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 60% buying: Last quarter: 225 funds were net buyers (61 opened a brand new position + 164 added to an existing one). Only 153 were sellers (105 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLG holders?

Elite ownership — 43% AUM from top-100 funds: 54 of 398 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FLG. 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 FLG?

Mostly new holders — 26% entered in last year: Only 41 funds (10%) 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 Q2 hedge fund 13F filings?

As of today, FLG has moved -13.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLF sector ETF — an outperformance of -7.3%. Since the quarter end (June 30, 2026), FLG has gained -17.2% vs +2.1% 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.

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