Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lsi Inds Inc Ohio (LYTS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — LYTS

Based on 185 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 LYTS 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
185 hedge funds hold LYTS 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 — +19% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

118 buying69 selling
Last quarter: 118 funds were net buyers (55 opened a brand new position + 63 added to an existing one). Only 69 were sellers (47 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new LYTS position: 24 → 28 → 16 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new
96 out of 185 hedge funds have held LYTS 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.
📈

Growing discovery — still being found

23 → 24 → 28 → 16 → 55 new funds/Q
New funds entering each quarter: 24 → 28 → 16 → 55. A growing number of institutions are discovering LYTS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 186 holders: 112 (60%) are 2+ year veterans, 27 entered 1–2 years ago, and 47 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
42 of 185 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — LYTS

In 2026 Q1, 118 hedge funds were net buyers of LYTS (55 opened a new position, 63 added to an existing one), while 69 reduced or exited (47 trimmed, 22 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in LYTS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 185.

Hedge Fund Ownership: LYTS

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

Market Analysis: LYTS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LYTS

-- --

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

Is It Too Late to Buy Lsi Inds Inc Ohio (LYTS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LYTS has moved relative to its sector benchmark (XLK) 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 · 74d ago
LYTS
+37.5%
XLK
+37.9%

LYTS outperformed XLK by -0.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
LYTS
+5.9%
XLK
+3.9%

Since the filing became public, LYTS outperformed XLK by +2.0% .

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.

24 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: LYTS
184 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 184 152 21.05%
13F Shares 30M 23M 26.01%
Total Value $525M $429M 22.36%
New Positions 54 16 +38
Increased Positions 63 69 -6
Closed Positions 22 33 -11
Reduced Positions 47 48 -1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LYTS

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Financial Highlights

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Institutional Holders (2026 Q1)

184 + investors

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

QUARTER:
Top 25 LYTS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Juniper Investment Company, LLC 4.57% 770,749 $14.3M
2 Archon Capital Management LLC 2.77% 263,480 $4.9M
3 WealthTrust Axiom LLC 2.64% 576,334 $10.7M
4 Expect Equity LLC 2.56% 143,604 $2.7M
5 AltraVue Capital, LLC 2.33% 1,453,863 $27.0M
6 G2 Investment Partners Management LLC 1.97% 430,185 $8.0M
7 Ophir Asset Management Pty Ltd 1.60% 739,384 $13.8M
8 Anderson Financial Strategies, LLC 1.11% 84,696 $2.0M
9 Systematic Financial Management LP 1.07% 2,503,148 $46.6M
10 Essex Investment Management Co LLC 0.81% 274,082 $5.1M
11 Legato Capital Management LLC 0.67% 392,912 $7.3M
12 Globeflex Capital L P 0.55% 193,850 $3.6M
13 Phocas Financial Corp. 0.50% 172,190 $3.2M
14 Aristides Capital LLC 0.42% 103,244 $1.9M
15 AWM Investment Company, Inc. 0.36% 176,097 $3.3M
16 North Star Investment Management Corp. 0.31% 276,463 $5.1M
17 Royce & Associates LP 0.28% 1,518,349 $28.2M
18 nVerses Capital, LLC 0.27% 15,830 $294K
19 Kennedy Capital Management LLC 0.27% 673,813 $12.5M
20 Manatuck Hill Partners, LLC 0.25% 50,000 $930K
21 Mink Brook Asset Management LLC 0.21% 20,000 $372K
22 VARCOV Co. 0.16% 23,433 $436K
23 Knights of Columbus Asset Advisors LLC 0.11% 105,109 $2.0M
24 Hood River Capital Management LLC 0.06% 313,650 $5.8M
25 Dynamic Technology Lab Private Ltd 0.05% 16,340 $304K
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 — Lsi Inds Inc Ohio (LYTS)

What does the Smart Money Trend signal show for LYTS?

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

More buyers than sellers — 63% buying: Last quarter: 118 funds were net buyers (55 opened a brand new position + 63 added to an existing one). Only 69 were sellers (47 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LYTS holders?

Strong quality — 24% AUM from major funds: 42 of 185 holders rank in the top 100 by AUM, accounting for 24% 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 LYTS?

52% of holders stayed for 2+ years: 96 out of 185 hedge funds have held LYTS 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 Lsi Inds Inc Ohio (LYTS) following the 2026 Q1 hedge fund 13F filings?

As of today, LYTS has moved +5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLK sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), LYTS has gained +37.5% vs +37.9% for XLK. 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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