Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mechanics Bancorp (HMST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — HMST

Based on 129 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HMST 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
129 hedge funds hold HMST 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 — +17% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 59% buying

78 buying55 selling
Last quarter: 78 funds bought or added vs 55 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 23 → 32 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
72 out of 129 hedge funds have held HMST 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

18 → 10 → 23 → 32 → 22 new funds/Q
New funds entering each quarter: 10 → 23 → 32 → 22. 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 — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Entry-cohort mix of 129 holders: 79 (61%) are 2+ year veterans, 14 entered 1–2 years ago, and 36 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
33 of 129 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — HMST

In 2026 Q1, 78 hedge funds were net buyers of HMST (22 opened a new position, 56 added to an existing one), while 55 reduced or exited (34 trimmed, 21 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in HMST is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 129.

Hedge Fund Ownership: HMST

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

Market Analysis: HMST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HMST

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: HMST
128 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 128 128 -
13F Shares 27M 30M -9.55%
Total Value $380M $436M -12.81%
New Positions 21 32 -11
Increased Positions 56 52 +4
Closed Positions 21 15 +6
Reduced Positions 34 23 +11
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HMST

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Financial Highlights

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Institutional Holders (2026 Q1)

128 + investors

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

QUARTER:
Top 25 HMST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 4.71% 347,733 $5.1M
2 Mechanics Bank Trust Department 4.70% 2,301,961 $34.0M
3 Philadelphia Financial Management of San Francisco, LLC 2.33% 545,321 $8.0M
4 Mendon Capital Advisors Corp 1.99% 347,614 $5.1M
5 Maltese Capital Management LLC 1.55% 532,690 $7.9M
6 Stieven Capital Advisors, L.P. 1.38% 438,635 $6.5M
7 Siena Capital Partners GP, LLC 1.35% 353,216 $5.2M
8 Pinnacle Holdings, LLC 1.21% 253,114 $3.7M
9 Gator Capital Management, LLC 0.77% 254,501 $3.8M
10 Capital Planning Advisors, LLC 0.73% 343,313 $5.1M
11 Ccg Wealth Management, LLC 0.68% 171,072 $2.5M
12 Caldwell Sutter Capital, INC. 0.62% 103,285 $1.5M
13 Philosophy Capital Management LLC 0.53% 582,001 $8.6M
14 CenterBook Partners LP 0.41% 515,725 $7.6M
15 J. Goldman & Co LP 0.29% 684,185 $10.1M
16 Composition Wealth, LLC 0.23% 1,115,781 $16.5M
17 ELCO Management Co., LLC 0.09% 12,724 $188K
18 Burns Matteson Capital Management, LLC 0.09% 16,243 $240K
19 Curi Capital, LLC 0.08% 318,769 $4.7M
20 Numerai GP LLC 0.05% 36,021 $531K
21 Emerald Mutual Fund Advisers Trust 0.04% 60,462 $892K
22 Occudo Quantitative Strategies LP 0.03% 41,121 $607K
23 Dark Forest Capital Management LP 0.02% 19,054 $281K
24 Shay Capital LLC 0.02% 16,868 $249K
25 Kennedy Capital Management LLC 0.02% 58,200 $858K
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 — Mechanics Bancorp (HMST)

What does the Smart Money Trend signal show for HMST?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HMST 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 HMST?

Slight buying edge — 59% buying: Last quarter: 78 funds bought or added vs 55 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 HMST holders?

Strong quality — 34% AUM from major funds: 33 of 129 holders rank in the top 100 by AUM, accounting for 34% 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 HMST?

56% of holders stayed for 2+ years: 72 out of 129 hedge funds have held HMST 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.

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