Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Frontline plc (FRO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — FRO

Based on 238 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 FRO 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
238 hedge funds hold FRO 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.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

168 buying88 selling
Last quarter: 168 funds were net buyers (80 opened a brand new position + 88 added to an existing one). Only 88 were sellers (54 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new FRO position: 35 → 40 → 48 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 25% medium ■ 26% new
115 out of 238 hedge funds have held FRO 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.
💰

Value +97% but shares only +29% — price-driven

Value
+96%
Shares
+28%
Last quarter: the total dollar value of institutional holdings rose +97%, but actual share count only changed +29%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

34 → 35 → 40 → 48 → 80 new funds/Q
New funds entering each quarter: 35 → 40 → 48 → 80. 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.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 262 holders: 164 (63%) are 2+ year veterans, 29 entered 1–2 years ago, and 69 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
42 of 236 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FRO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FRO

In 2026 Q1, 168 hedge funds were net buyers of FRO (80 opened a new position, 88 added to an existing one), while 88 reduced or exited (54 trimmed, 34 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in FRO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 238.

Hedge Fund Ownership: FRO

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

Market Analysis: FRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRO

-- --

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

Is It Too Late to Buy Frontline plc (FRO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FRO has moved relative to its sector benchmark (XLE) 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 · 78d ago
FRO
+12.3%
XLE
+61033.3%

FRO outperformed XLE by -61021.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FRO
+11.5%
XLE
+49918.2%

Since the filing became public, FRO outperformed XLE by -49906.7% .

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.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FRO
237 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 237 192 23.44%
13F Shares 66M 51M 28.54%
Total Value $2.23B $1.13B 96.65%
New Positions 80 48 +32
Increased Positions 83 62 +21
Closed Positions 35 29 +6
Reduced Positions 49 55 -6
Total Calls 16 11 45.45%
Total Puts 10 8 25.0%
PUT/CALL Ratio 0.62 0.73 Bullish

Statistics: FRO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

237 + investors

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

QUARTER:
Top 25 FRO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global IMC LLC 6.73% 91,062 $3.2M
2 Folketrygdfondet 6.64% 10,732,371 $374.1M
3 Pinpoint Asset Management (Singapore) Pte. Ltd. 4.17% 517,070 $18.0M
4 Fearnley Asset Management As 3.19% 278,079 $9.7M
5 Acorn Financial Advisory Services Inc /Adv 1.84% 386,264 $13.5M
6 WIT Partners Advisory Pte. Ltd. 1.52% 149,560 $5.2M
7 Kiker Wealth Management, LLC 1.49% 89,360 $3.1M
8 SALT Holding Corp. 1.32% 62,700 $2.2M
9 GeoSphere Capital Management, LLC 1.22% 80,000 $2.8M
10 Range Financial Group LLC 0.97% 83,007 $2.9M
11 Oceanic Investment Management LTD 0.85% 28,807 $1.0M
12 Polymer Capital Management (HK) LTD 0.84% 280,005 $9.8M
13 Marnell Management LLC 0.72% 59,287 $2.1M
14 Dymon Asia Capital (singapore) PTE. LTD. 0.55% 155,085 $5.4M
15 Smead Capital Management, Inc. 0.47% 610,694 $21.4M
16 Chesapeake Capital Corp /Il/ 0.46% 18,109 $631K
17 Informed Momentum Co LLC 0.44% 110,281 $3.8M
18 Manatuck Hill Partners, LLC 0.41% 43,300 $1.5M
19 Glenorchy Capital Ltd 0.38% 186,865 $6.5M
20 Whalen Wealth Management Inc. 0.33% 17,935 $625K
21 Campbell & CO Investment Adviser LLC 0.31% 158,375 $5.5M
22 MQS Management LLC 0.30% 12,718 $443K
23 CastleKnight Management LP 0.29% 502,000 $17.5M
24 Quantum Portfolio Management LLC 0.28% 18,769 $654K
25 Numerai GP LLC 0.28% 79,362 $2.8M
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 — Frontline plc (FRO)

What does the Smart Money Trend signal show for FRO?

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

More buyers than sellers — 66% buying: Last quarter: 168 funds were net buyers (80 opened a brand new position + 88 added to an existing one). Only 88 were sellers (54 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FRO holders?

Elite ownership — 41% AUM from top-100 funds: 42 of 236 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FRO. 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 FRO?

48% of holders stayed for 2+ years: 115 out of 238 hedge funds have held FRO 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 Frontline plc (FRO) following the 2026 Q1 hedge fund 13F filings?

As of today, FRO has moved +11.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +49918.2% for the XLE sector ETF — an outperformance of -49906.7%. Since the quarter end (March 31, 2026), FRO has gained +12.3% vs +61033.3% for XLE. 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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