Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOSPEC INC (IOSP)

242 + Investors. Track Smart Money conviction in IOSP. 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
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — IOSP

Based on 241 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IOSP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
241 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 (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

128 buying122 selling
Last quarter: 128 funds bought or added vs 122 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 — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 32 → 32 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 17% medium 15% new
165 out of 241 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.
📊

Peak discovery — momentum slowing

31 → 47 → 32 → 32 → 30 new funds/Q
New funds entering each quarter: 47 → 32 → 32 → 30. IOSP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 13% 1-2yr 16% new
Of 242 current holders: 172 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
37 of 241 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IOSP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: IOSP
2026 Q1 Stats Unlock in 20 days 242 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 242 247 -2.02%
13F Shares 24M 24M 1.4%
Total Value $1.86B $1.85B 0.61%
New Positions 30 32 -2
Increased Positions 101 101 -
Closed Positions 34 29 +5
Reduced Positions 89 91 -2
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: IOSP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

242 + investors

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

Top 25 institutional holders of IOSP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ZWJ INVESTMENT COUNSEL INC 0.27% 103,787 $7.6M
2 Leeward Investments, LLC - MA 0.25% 69,810 $5.1M
3 MQS Management LLC 0.18% 3,662 $267K
4 R Squared Ltd 0.17% 4,363 $319K
5 DEPRINCE RACE & ZOLLO INC 0.09% 68,029 $5.0M
6 HUDSON EDGE INVESTMENT PARTNERS INC. 0.09% 8,373 $611K
7 Linden Thomas Advisory Services, LLC 0.08% 11,810 $862K
8 Moran Wealth Management, LLC 0.06% 27,031 $2.0M
9 Assenagon Asset Management S.A. 0.05% 490,884 $35.8M
10 Murphy & Mullick Capital Management Corp 0.05% 962 $70K
11 Y-Intercept (Hong Kong) Ltd 0.05% 33,296 $2.4M
12 Inspire Investing, LLC 0.04% 7,033 $514K
13 Richard Bernstein Advisors LLC 0.04% 17,281 $1.3M
14 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% 21,473 $1.6M
15 JAMES INVESTMENT RESEARCH, INC. 0.02% 3,015 $220K
16 Louisiana State Employees Retirement System 0.01% 11,000
17 State of Alaska, Department of Revenue 0.01% 13,465
18 ProShare Advisors LLC 0.01% 89,841 $6.6M
19 Diversified Trust Co 0.01% 5,378 $393K
20 Ethic Inc. 0.01% 6,091 $445K
21 KLP KAPITALFORVALTNING AS 0.01% 23,300 $1.7M
22 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 6,619 $483K
23 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.01% 5,631 $411K
24 SG Americas Securities, LLC 0.00% 60,868 $4K
25 Police & Firemen's Retirement System of New Jersey 0.00% 6,951 $508K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IOSP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IOSP?

Slight buying edge — 51% buying: Last quarter: 128 funds bought or added vs 122 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?

Elite ownership — 43% AUM from top-100 funds: 37 of 241 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IOSP. 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 IOSP?

68% of holders stayed for 2+ years: 165 out of 241 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.

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.