Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msc Income Fund Inc (MSIF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
6Q ▲
Buyers last Q
48%

Smart Money Signals — MSIF

Based on 168 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 MSIF 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
168 hedge funds hold MSIF 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.
🚀

Fast accumulation — +425% more funds vs a year ago

fund count last 6Q
+136 new funds entered over the past year (+425% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 48% buying

79 buying85 selling
Last quarter: 85 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 67 → 68 → 43 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 60% entered in last year

■ 1% conviction (2yr+) ■ 40% medium ■ 60% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

15 → 67 → 68 → 43 → 38 new funds/Q
New funds entering each quarter: 67 → 68 → 43 → 38. MSIF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 90% of holders entered in last year

■ 1% veterans ■ 9% 1-2yr ■ 90% new
Of 168 current holders: 152 (90%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
18 of 168 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — MSIF

In 2026 Q2, 79 hedge funds were net buyers of MSIF (38 opened a new position, 41 added to an existing one), while 85 reduced or exited (57 trimmed, 28 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in MSIF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 168.

Hedge Fund Ownership: MSIF

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

Market Analysis: MSIF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSIF

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: MSIF
168 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 168 158 6.33%
13F Shares 15M 13M 14.01%
Total Value $169M $148M 14.63%
New Positions 38 43 -5
Increased Positions 41 89 -48
Closed Positions 28 30 -2
Reduced Positions 57 21 +36
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSIF

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Institutional Holders (2026 Q2)

168 + investors

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

QUARTER:
Top 25 MSIF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sanders Morris Harris LLC 15.19% 2,263,426 $26.2M
2 North Ground Capital 7.46% 537,600 $6.2M
3 Clayton Partners LLC 1.52% 200,000 $2.3M
4 Ares Management LLC 0.64% 1,267,910 $14.7M
5 Aviso Wealth Management 0.45% 114,250 $1.3M
6 Legacy Wealth Managment, LLC/ID 0.34% 71,950 $832K
7 FJ Capital Management LLC 0.31% 206,254 $2.4M
8 Alpine Global Management, LLC 0.29% 152,492 $1.8M
9 Rockport Wealth LLC 0.19% 97,151 $1.1M
10 Garrett Wealth Advisory Group, LLC 0.16% 90,038 $1.0M
11 MQS Management LLC 0.16% 11,080 $128K
12 Intrinsic Edge Capital Management LLC 0.16% 130,000 $1.5M
13 BOS Asset Management, LLC 0.15% 55,290 $640K
14 VARCOV Co. 0.15% 33,753 $391K
15 Strategic Financial Partners, Ltd. 0.12% 28,320 $328K
16 TCFG Investment Advisors, LLC 0.12% 31,281 $363K
17 Meridian Investment Counsel INC. 0.12% 47,950 $555K
18 Atom Investors LP 0.12% 112,619 $1.3M
19 Quaker Wealth Management, LLC 0.10% 29,849 $345K
20 Beacon Financial Advisory LLC 0.10% 41,917 $485K
21 Centaurus Financial, INC. 0.09% 210,296 $2.4M
22 Virtus Investment Advisers, LLC 0.09% 33,217 $384K
23 Triumph Capital Management 0.09% 40,773 $472K
24 BostonPremier Wealth LLC 0.07% 15,033 $174K
25 Carmel Capital Partners, LLC 0.06% 14,452 $167K
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 — Msc Income Fund Inc (MSIF)

What does the Smart Money Trend signal show for MSIF?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added MSIF 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 MSIF?

More sellers than buyers — 48% buying: Last quarter: 85 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSIF holders?

Strong quality — 26% AUM from major funds: 18 of 168 holders rank in the top 100 by AUM, accounting for 26% 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 MSIF?

Mostly new holders — 60% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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