Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Outfront Media Inc (OUT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — OUT

Based on 369 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added OUT 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
369 hedge funds hold OUT 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 — +45% more funds vs a year ago

fund count last 6Q
+114 new funds entered over the past year (+45% 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 — 64% buying

230 buying128 selling
Last quarter: 230 funds were net buyers (75 opened a brand new position + 155 added to an existing one). Only 128 were sellers (87 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~75 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 36 → 64 → 73 → 75. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

■ 3% conviction (2yr+) ■ 58% medium ■ 39% new
Only 11 funds (3%) 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.
💰

Value +26% but shares only +2% — price-driven

Value
+26%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

34 → 36 → 64 → 73 → 75 new funds/Q
New funds entering each quarter: 36 → 64 → 73 → 75. A growing number of institutions are discovering OUT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 44% new entrants

■ 3% veterans ■ 53% 1-2yr ■ 44% new
Of 377 current holders: 12 (3%) held 2+ years, 200 held 1–2 years, 165 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
58 of 366 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in OUT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — OUT

In 2026 Q2, 230 hedge funds were net buyers of OUT (75 opened a new position, 155 added to an existing one), while 128 reduced or exited (87 trimmed, 41 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in OUT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 369.

Hedge Fund Ownership: OUT

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

Market Analysis: OUT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OUT

-- --

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

Is It Too Late to Buy Outfront Media Inc (OUT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OUT has moved relative to its sector benchmark (XLRE) since the 2026 Q2 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 June 30, 2026 · 51d ago
OUT
-8.5%
XLRE
+2.1%

OUT outperformed XLRE by -10.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 6d ago
OUT
-0.9%
XLRE
-0.7%

Since the filing became public, OUT outperformed XLRE by -0.2% .

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.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: OUT
366 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 366 335 9.25%
13F Shares 184M 180M 2.32%
Total Value $5.16B $4.09B 26.27%
New Positions 75 73 +2
Increased Positions 155 129 +26
Closed Positions 41 36 +5
Reduced Positions 85 94 -9
Total Calls 7 3 133.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.57 1.0 Bullish

Statistics: OUT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

366 + investors

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

QUARTER:
Top 25 OUT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Providence Equity Partners L.L.C. 39.45% 3,963,979 $129.9M
2 Fivespan Partners, LP 18.33% 2,374,690 $77.8M
3 Land & Buildings Investment Management, LLC 4.13% 735,386 $24.1M
4 Benchstone Capital Management LP 3.88% 980,390 $32.1M
5 GRS Advisors, LLC 3.64% 1,315,251 $43.1M
6 Lasalle Investment Management Securities LLC 3.07% 2,637,699 $86.4M
7 Barnett & Company, Inc. 2.27% 93,600 $3.1M
8 LDR Capital Management LLC 1.45% 38,387 $1.3M
9 Uniplan Investment Counsel, Inc. 1.43% 407,864 $15.2M
10 Westco Advisory Services Inc /Adv 1.40% 70,630 $2.3M
11 Pacific Heights Asset Management LLC 0.93% 900,000 $29.5M
12 Dockside LLC 0.84% 109,706 $3.6M
13 Heitman Real Estate Securities LLC 0.82% 388,315 $12.7M
14 BTC Capital Management, Inc. 0.79% 399,298 $13.1M
15 Zwj Investment Counsel Inc 0.67% 635,430 $20.8M
16 Advisors Capital Management, LLC 0.62% 1,775,430 $58.2M
17 Braun Stacey Associates Inc 0.53% 570,867 $18.7M
18 Convergence Investment Partners, LLC 0.50% 160,901 $5.3M
19 Smith Asset Management Co., LLC 0.50% 19,354 $634K
20 Algert Global LLC 0.38% 981,856 $32.2M
21 1620 Investment Advisors, INC. 0.34% 16,540 $542K
22 Pursue Wealth Partners LLC 0.32% 17,252 $565K
23 Fortis Group Advisors, LLC 0.31% 58,910 $1.9M
24 J. Goldman & Co LP 0.29% 342,831 $11.2M
25 Ares Systematic Credit Ltd 0.29% 14,457 $474K
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 — Outfront Media Inc (OUT)

What does the Smart Money Trend signal show for OUT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added OUT 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 OUT?

More buyers than sellers — 64% buying: Last quarter: 230 funds were net buyers (75 opened a brand new position + 155 added to an existing one). Only 128 were sellers (87 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OUT holders?

Elite ownership — 56% AUM from top-100 funds: 58 of 366 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in OUT. 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 OUT?

Mostly new holders — 39% entered in last year: Only 11 funds (3%) 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 Outfront Media Inc (OUT) following the 2026 Q2 hedge fund 13F filings?

As of today, OUT has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the XLRE sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), OUT has gained -8.5% vs +2.1% for XLRE. 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.

Full history →