Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msc Income Fund Inc (MSIF)

158 + 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
↑ +14
Streak
5Q ▲
Buyers last Q
73%

Smart Money Signals — MSIF

Based on 158 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 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
158 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 — +587% more funds vs a year ago

fund count last 6Q
+135 new funds entered over the past year (+587% 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 buyers than sellers — 73% buying

132 buying50 selling
Last quarter: 132 funds were net buyers (43 opened a brand new position + 89 added to an existing one). Only 50 were sellers (21 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 66 → 68 → 43. 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.
🔄

Mostly new holders — 84% entered in last year

■ 1% conviction (2yr+) ■ 15% medium ■ 84% 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.
💎

Buying through price weakness — shares +68%, value +44%

Value
+43%
Shares
+67%
Last quarter: funds added +68% more shares while total portfolio value only changed +44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

23 → 15 → 66 → 68 → 43 new funds/Q
New funds entering each quarter: 15 → 66 → 68 → 43. A growing number of institutions are discovering MSIF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 158 current holders: 157 (99%) 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 — 20% AUM from major funds

20% from top-100 AUM funds
15 of 158 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 Q1, 132 hedge funds were net buyers of MSIF (43 opened a new position, 89 added to an existing one), while 50 reduced or exited (21 trimmed, 29 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in MSIF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 158.

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

-- --

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

Is It Too Late to Buy Msc Income Fund Inc (MSIF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSIF has moved relative to its sector benchmark (XLF) 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 · 77d ago
MSIF
nan%
XLF
+1220.3%

MSIF outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
MSIF
nan%
XLF
+4.8%

Since the filing became public, MSIF outperformed XLF by nan% .

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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: MSIF
158 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 158 144 9.72%
13F Shares 13M 8M 67.81%
Total Value $148M $103M 43.86%
New Positions 43 68 -25
Increased Positions 89 64 +25
Closed Positions 29 18 +11
Reduced Positions 21 10 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSIF

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

158 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 6.59% 448,919 $5.5M
2 Sanders Morris Harris LLC 3.49% 1,806,422 $22.0M
3 Clayton Partners LLC 1.51% 170,000 $2.1M
4 Legacy Wealth Managment, LLC/ID 0.84% 138,174 $1.7M
5 Ares Management LLC 0.66% 826,646 $10.1M
6 Alpine Global Management, LLC 0.38% 206,069 $2.5M
7 Aviso Wealth Management 0.35% 64,130 $781K
8 Strategic Financial Partners, Ltd. 0.24% 44,826 $546K
9 Rockport Wealth LLC 0.23% 106,073 $1.3M
10 FJ Capital Management LLC 0.23% 171,058 $2.1M
11 BOS Asset Management, LLC 0.17% 55,290 $673K
12 Tcfg Wealth Management, LLC 0.16% 34,941 $431K
13 TCFG Investment Advisors, LLC 0.16% 34,941 $431K
14 VARCOV Co. 0.14% 30,050 $366K
15 Virtus Investment Advisers, LLC 0.13% 39,921 $486K
16 Diversify Advisory Services, LLC 0.13% 68,999 $865K
17 Centaurus Financial, INC. 0.12% 214,948 $2.6M
18 Triumph Capital Management 0.12% 46,414 $582K
19 Meridian Investment Counsel INC. 0.12% 40,700 $496K
20 Quaker Wealth Management, LLC 0.11% 29,849 $364K
21 Beacon Financial Advisory LLC 0.10% 37,325 $455K
22 BostonPremier Wealth LLC 0.09% 14,856 $181K
23 Carmel Capital Partners, LLC 0.08% 18,312 $223K
24 Garrett Wealth Advisory Group, LLC 0.07% 34,464 $420K
25 Sigma Planning Corp 0.07% 207,539 $2.5M
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 — 5 quarters in a row: For 5 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 buyers than sellers — 73% buying: Last quarter: 132 funds were net buyers (43 opened a brand new position + 89 added to an existing one). Only 50 were sellers (21 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MSIF holders?

Strong quality — 20% AUM from major funds: 15 of 158 holders rank in the top 100 by AUM, accounting for 20% 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 — 84% 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.

Is it too late to buy Msc Income Fund Inc (MSIF) following the 2026 Q1 hedge fund 13F filings?

As of today, MSIF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MSIF has gained nan% vs +1220.3% for XLF. 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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