Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innospec Inc (IOSP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — IOSP

Based on 263 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IOSP 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 (97% of max)

97% of all-time peak
263 hedge funds hold IOSP 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 IOSP is almost the same as a year ago (-8 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

151 buying112 selling
Last quarter: 151 funds bought or added vs 112 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new IOSP position: 33 → 33 → 31 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
166 out of 263 hedge funds have held IOSP 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.
➡️

Steady discovery — ~40 new funds/quarter

50 → 33 → 33 → 31 → 40 new funds/Q
New funds entering each quarter: 33 → 33 → 31 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 263 holders: 184 (70%) are 2+ year veterans, 28 entered 1–2 years ago, and 51 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
47 of 263 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — IOSP

In 2026 Q1, 151 hedge funds were net buyers of IOSP (40 opened a new position, 111 added to an existing one), while 112 reduced or exited (78 trimmed, 34 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 33% of total institutional value in IOSP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 263.

Hedge Fund Ownership: IOSP

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

Market Analysis: IOSP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IOSP

-- --

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

Is It Too Late to Buy Innospec Inc (IOSP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IOSP has moved relative to its sector benchmark (SPY) 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
IOSP
+13.8%
SPY
+15.9%

IOSP outperformed SPY by -2.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IOSP
+6.8%
SPY
+2.0%

Since the filing became public, IOSP outperformed SPY by +4.8% .

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.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IOSP
262 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 262 257 1.95%
13F Shares 25M 24M 1.0%
Total Value $1.78B $1.87B -4.74%
New Positions 39 31 +8
Increased Positions 110 103 +7
Closed Positions 34 36 -2
Reduced Positions 78 90 -12
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IOSP

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Short % of Float --

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Institutional Holders (2026 Q1)

262 + investors

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

QUARTER:
Top 25 IOSP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Western Standard LLC 8.71% 226,833 $16.6M
2 First Wilshire Securities Management Inc 2.44% 148,072 $10.8M
3 CM Management, LLC 1.47% 24,000 $1.8M
4 Round Hill Asset Management 0.57% 11,974 $874K
5 Numerai GP LLC 0.56% 76,616 $5.6M
6 Gendell Jeffrey L 0.29% 294,504 $21.5M
7 Allspring Global Investments Holdings, LLC 0.29% 2,315,942 $170.5M
8 Huber Capital Management LLC 0.28% 25,148 $1.8M
9 Zwj Investment Counsel Inc 0.27% 103,787 $7.6M
10 Leeward Investments, LLC - MA 0.25% 69,810 $5.1M
11 Connors Investor Services Inc 0.22% 33,095 $2.4M
12 EntryPoint Capital, LLC 0.21% 9,993 $730K
13 Atom Investors LP 0.21% 40,771 $3.0M
14 Nebula Research & Development LLC 0.20% 28,128 $2.4M
15 Royce & Associates LP 0.19% 261,336 $19.1M
16 Penn Capital Management Company, LLC 0.19% 33,286 $2.4M
17 AlphaQuest LLC 0.18% 42,228 $3.2M
18 MQS Management LLC 0.18% 3,662 $267K
19 R Squared Ltd 0.17% 4,363 $319K
20 Dark Forest Capital Management LP 0.17% 25,643 $1.9M
21 PDT Partners, LLC 0.15% 34,576 $2.5M
22 iSAM Funds (UK) Ltd 0.14% 3,922 $286K
23 Aigen Investment Management, LP 0.12% 6,589 $481K
24 Bell & Brown Wealth Advisors, LLC 0.12% 4,966 $363K
25 Deprince Race & Zollo Inc 0.09% 68,029 $5.0M
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 — Innospec Inc (IOSP)

What does the Smart Money Trend signal show for IOSP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IOSP 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 IOSP?

Slight buying edge — 57% buying: Last quarter: 151 funds bought or added vs 112 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 IOSP holders?

Strong quality — 33% AUM from major funds: 47 of 263 holders rank in the top 100 by AUM, accounting for 33% 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 IOSP?

63% of holders stayed for 2+ years: 166 out of 263 hedge funds have held IOSP 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 Innospec Inc (IOSP) following the 2026 Q1 hedge fund 13F filings?

As of today, IOSP has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), IOSP has gained +13.8% vs +15.9% for SPY. 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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