Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Msc Indl Direct Inc (MSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MSM

Based on 413 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MSM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
413 funds currently hold this stock — 92% of the 3.0-year high of 448 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

216 buying212 selling
Last quarter: 216 funds bought or added vs 212 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new MSM position: 57 → 74 → 64 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
272 out of 413 hedge funds have held MSM 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.
➡️

Steady discovery — ~72 new funds/quarter

52 → 57 → 74 → 64 → 72 new funds/Q
New funds entering each quarter: 57 → 74 → 64 → 72. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 420 holders: 296 (70%) are 2+ year veterans, 37 entered 1–2 years ago, and 87 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
53 of 411 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in MSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — MSM

In 2026 Q1, 216 hedge funds were net buyers of MSM (72 opened a new position, 144 added to an existing one), while 212 reduced or exited (137 trimmed, 75 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 41% of total institutional value in MSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 413.

Hedge Fund Ownership: MSM

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

Market Analysis: MSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSM

-- --

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

Is It Too Late to Buy Msc Indl Direct Inc (MSM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSM 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 · 81d ago
MSM
nan%
XLI
+11.9%

MSM outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MSM
nan%
XLI
+5.5%

Since the filing became public, MSM outperformed XLI 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.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: MSM
409 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 409 416 -1.68%
13F Shares 47M 52M -10.9%
Total Value $4.20B $4.08B 2.9%
New Positions 68 64 +4
Increased Positions 143 152 -9
Closed Positions 75 63 +12
Reduced Positions 136 137 -1
Total Calls 3 7 -57.14%
Total Puts 5 8 -37.5%
PUT/CALL Ratio 1.67 1.14 Bearish

Statistics: MSM

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

409 + investors

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

QUARTER:
Top 25 MSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Medina Value Partners, LLC 5.60% 289,622 $26.7M
2 Lone Peak Global Investors LLC 2.63% 171,195 $15.8M
3 New South Capital Management Inc 2.56% 578,751 $53.4M
4 Intrinsic Edge Capital Management LLC 1.68% 110,000 $10.1M
5 Butensky & Cohen Financial Security, Inc 1.46% 60,016 $5.5M
6 Deprince Race & Zollo Inc 1.23% 705,775 $65.1M
7 Altrius Capital Management Inc 1.14% 62,165 $5.7M
8 Lawson Kroeker Investment Management Inc/Ne 1.10% 40,761 $3.8M
9 Icon Advisers Inc/Co 0.99% 46,380 $4.3M
10 Red Spruce Capital, LLC 0.92% 24,246 $2.2M
11 Arjuna Capital 0.87% 36,972 $3.4M
12 Bragg Financial Advisors, Inc 0.82% 282,261 $26.0M
13 Crawford Investment Counsel Inc 0.62% 392,999 $36.3M
14 Chesapeake Asset Management LLC 0.59% 8,009 $739K
15 Tectonic Advisors LLC 0.57% 117,233 $10.8M
16 Ridgewood Investments LLC 0.56% 14,716 $1.4M
17 Fuller & Thaler Asset Management, INC. 0.55% 1,785,596 $164.8M
18 Epoch Investment Partners, Inc. 0.55% 976,631 $90.1M
19 SG Capital Management LLC 0.53% 87,303 $8.1M
20 NewSquare Capital LLC 0.51% 64,152 $5.9M
21 WINTON GROUP Ltd 0.51% 158,144 $14.6M
22 Beacon Investment Advisors LLC 0.51% 14,503 $1.3M
23 WealthPLAN Partners, LLC 0.46% 25,771 $2.4M
24 Argent Capital Management LLC 0.43% 149,087 $13.8M
25 Boston Trust Walden Corp 0.37% 486,508 $44.9M
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 Indl Direct Inc (MSM)

What does the Smart Money Trend signal show for MSM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSM?

Slight buying edge — 50% buying: Last quarter: 216 funds bought or added vs 212 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 MSM holders?

Elite ownership — 41% AUM from top-100 funds: 53 of 411 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in MSM. 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 MSM?

66% of holders stayed for 2+ years: 272 out of 413 hedge funds have held MSM 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 Msc Indl Direct Inc (MSM) following the 2026 Q1 hedge fund 13F filings?

As of today, MSM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MSM has gained nan% vs +11.9% 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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