Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msa Safety Inc (MSA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — MSA

Based on 439 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added MSA 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
439 hedge funds hold MSA 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
+71 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.
🟡

Slight buying edge — 57% buying

219 buying165 selling
Last quarter: 219 funds bought or added vs 165 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new MSA position: 63 → 47 → 58 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
255 out of 439 hedge funds have held MSA 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

47 → 63 → 47 → 58 → 69 new funds/Q
New funds entering each quarter: 63 → 47 → 58 → 69. A growing number of institutions are discovering MSA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 442 holders: 275 (62%) are 2+ year veterans, 56 entered 1–2 years ago, and 111 (25%) 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
53 of 439 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.
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 — MSA

In 2026 Q1, 219 hedge funds were net buyers of MSA (69 opened a new position, 150 added to an existing one), while 165 reduced or exited (134 trimmed, 31 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in MSA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 439.

Hedge Fund Ownership: MSA

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

Market Analysis: MSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSA

-- --

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

Is It Too Late to Buy Msa Safety Inc (MSA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSA has moved relative to its sector benchmark (XLI) 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
MSA
-0.9%
XLI
+10.5%

MSA outperformed XLI by -11.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MSA
-5.1%
XLI
+4.2%

Since the filing became public, MSA outperformed XLI by -9.3% .

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.

28 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: MSA
435 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 435 401 8.48%
13F Shares 33M 34M -1.51%
Total Value $5.12B $5.35B -4.27%
New Positions 67 58 +9
Increased Positions 149 126 +23
Closed Positions 33 48 -15
Reduced Positions 131 149 -18
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: MSA

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

435 + investors

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

QUARTER:
Top 25 MSA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 P2 Capital Partners, LLC 8.07% 103,269 $16.9M
2 Ruane, Cunniff & Goldfarb L.P. 4.83% 1,776,282 $291.2M
3 Southernsun Asset Management, LLC 4.05% 170,520 $28.0M
4 Speece Thorson Capital Group Inc 3.18% 85,165 $14.0M
5 Channing Capital Management, LLC 2.55% 607,419 $99.6M
6 EDENTREE ASSET MANAGEMENT Ltd 2.33% 47,132 $7.7M
7 Prentiss Smith & Co Inc 2.23% 23,416 $3.8M
8 Conestoga Capital Advisors, LLC 2.18% 664,812 $109.0M
9 Caldwell Sutter Capital, INC. 1.95% 29,279 $4.8M
10 Foresight Group Ltd Liability Partnership 1.77% 61,214 $10.0M
11 Cooke & Bieler LP 1.57% 845,488 $138.6M
12 Triodos Investment Management BV 1.51% 122,000 $20.0M
13 Fiduciary Management Inc /Wi/ 1.38% 678,986 $111.3M
14 Pullen Investment Management, LLC 1.35% 16,404 $2.7M
15 Champlain Investment Partners, LLC 1.34% 641,879 $105.2M
16 Nicola Wealth Management LTD. 1.29% 65,375 $10.7M
17 Madison Asset Management, LLC 1.20% 588,568 $96.5M
18 Pier Capital, LLC 1.14% 42,070 $6.9M
19 Mountain Pacific Investment Advisers LLC 0.83% 29,726 $4.9M
20 Rodgers Brothers Inc. 0.69% 36,568 $6.0M
21 APG Asset Management N.V. 0.68% 1,497,591 $213.1M
22 Martin & Co Inc /Tn/ 0.65% 23,462 $3.8M
23 Copeland Capital Management, LLC 0.64% 176,737 $29.0M
24 M&G Plc 0.59% 698,002 $114.5M
25 Arbejdsmarkedets Tillaegspension 0.59% 144,797 $23.7M
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 — Msa Safety Inc (MSA)

What does the Smart Money Trend signal show for MSA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MSA 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 MSA?

Slight buying edge — 57% buying: Last quarter: 219 funds bought or added vs 165 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 MSA holders?

Strong quality — 34% AUM from major funds: 53 of 439 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 MSA?

58% of holders stayed for 2+ years: 255 out of 439 hedge funds have held MSA 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 Msa Safety Inc (MSA) following the 2026 Q1 hedge fund 13F filings?

As of today, MSA has moved -5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -9.3%. Since the quarter end (March 31, 2026), MSA has gained -0.9% vs +10.5% for XLI. 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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