Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msa Safety Inc (MSA)

444 + 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
↑ +9
Streak
6Q ▲
Buyers last Q
56%

Smart Money Signals — MSA

Based on 451 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
451 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 — +18% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

238 buying190 selling
Last quarter: 238 funds bought or added vs 190 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 (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 58 → 70 → 55. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 16% new
262 out of 451 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

65 → 47 → 58 → 70 → 55 new funds/Q
New funds entering each quarter: 47 → 58 → 70 → 55. A growing number of institutions are discovering MSA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 452 holders: 290 (64%) are 2+ year veterans, 53 entered 1–2 years ago, and 109 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
60 of 450 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
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 Q2, 238 hedge funds were net buyers of MSA (55 opened a new position, 183 added to an existing one), while 190 reduced or exited (144 trimmed, 46 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in MSA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 451.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: MSA
444 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 444 442 0.45%
13F Shares 35M 34M 3.83%
Total Value $5.83B $5.20B 12.13%
New Positions 52 70 -18
Increased Positions 180 151 +29
Closed Positions 49 30 +19
Reduced Positions 143 133 +10
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: MSA

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Institutional Holders (2026 Q2)

444 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 P2 Capital Partners, LLC 7.05% 99,117 $17.3M
2 Southernsun Asset Management, LLC 4.69% 199,654 $34.9M
3 Ruane, Cunniff & Goldfarb L.P. 4.68% 1,721,415 $300.5M
4 Pillsbury Lake Capital LLC 3.67% 76,963 $13.4M
5 Speece Thorson Capital Group Inc 3.61% 96,741 $16.9M
6 EDENTREE ASSET MANAGEMENT Ltd 2.55% 47,925 $8.4M
7 Channing Capital Management, LLC 2.41% 600,058 $104.8M
8 Prentiss Smith & Co Inc 2.23% 23,316 $4.1M
9 Conestoga Capital Advisors, LLC 2.11% 554,574 $96.8M
10 Trigran Investments, Inc. 1.95% 60,834 $10.6M
11 Caldwell Sutter Capital, INC. 1.90% 28,879 $5.0M
12 Fiduciary Management Inc /Wi/ 1.77% 713,768 $124.6M
13 Foresight Group Ltd Liability Partnership 1.70% 54,195 $9.4M
14 Cooke & Bieler LP 1.46% 725,229 $126.6M
15 Triodos Investment Management BV 1.45% 136,000 $23.7M
16 Champlain Investment Partners, LLC 1.44% 320,243 $55.9M
17 Sone Capital Management, LLC 1.41% 106,377 $18.6M
18 Madison Asset Management, LLC 1.37% 660,573 $115.3M
19 Pullen Investment Management, LLC 1.33% 16,512 $2.9M
20 Nicola Wealth Management LTD. 1.31% 65,375 $11.4M
21 Pier Capital, LLC 0.98% 42,298 $7.4M
22 Giverny Capital Inc. 0.98% 166,305 $29.0M
23 Mountain Pacific Investment Advisers LLC 0.81% 29,466 $5.1M
24 Copeland Capital Management, LLC 0.74% 205,223 $35.8M
25 Rodgers Brothers Inc. 0.66% 38,890 $6.8M
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 — 6 quarters in a row: For 6 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 — 56% buying: Last quarter: 238 funds bought or added vs 190 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?

Elite ownership — 48% AUM from top-100 funds: 60 of 450 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MSA. 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 MSA?

58% of holders stayed for 2+ years: 262 out of 451 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.

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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