Post Hldgs Inc (POST) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Post Hldgs Inc (POST) following the 2026 Q2 hedge fund 13F filings?

As of today, POST has moved -6.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.5% for the XLP sector ETF — an outperformance of -2.4%. Since the quarter end (June 30, 2026), POST gained -14.7% vs -1.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Post Hldgs Inc (POST)

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

Smart Money Signals — POST

Based on 417 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

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

🏔️

At the ownership peak (97% of max)

97% of all-time peak

417 hedge funds hold POST 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding POST is almost the same as a year ago (-14 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 40% buying

176 buying260 selling

Last quarter: 260 funds reduced or exited vs 176 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 — ~68 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 56 → 64 → 72 → 68. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 20% new

269 out of 417 hedge funds have held POST 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.

💎

Buying through price weakness — shares +11%, value -8%

Value

-8%

+10%

Last quarter: funds added +11% more shares while total portfolio value only changed -8%. 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

60 → 56 → 64 → 72 → 68 new funds/Q

New funds entering each quarter: 56 → 64 → 72 → 68. A growing number of institutions are discovering POST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 22% new

Entry-cohort mix of 424 holders: 290 (68%) are 2+ year veterans, 39 entered 1–2 years ago, and 95 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds

59 of 414 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in POST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	409	429	-4.66%
13F Shares	45M	45M	1.15%
Total Value	$3.90B	$4.30B	-9.32%
New Positions	66	72	-6
Increased Positions	103	132	-29
Closed Positions	83	47	+36
Reduced Positions	178	155	+23
Total Calls	2	4	-50.0%
Total Puts	8	6	33.33%
PUT/CALL Ratio	4.0	1.5	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

409

429

-4.66%

13F Shares

45M

1.15%

Total Value

$3.90B

$4.30B

-9.32%

New Positions

-6

Increased Positions

103

132

-29

Closed Positions

+36

Reduced Positions

178

155

+23

Total Calls

-50.0%

Total Puts

33.33%

PUT/CALL Ratio

4.0

1.5

Bearish

Institutional Holders (2026 Q2)

409 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 POST holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	H Squared Management LP	12.23%	216,387	$19.1M
2	Route One Investment Company, L.P.	10.46%	2,950,568	$260.4M
3	Clarkston Capital Partners, LLC	8.99%	1,205,915	$106.4M
4	PYA Waltman Capital, LLC	7.13%	339,643	$30.0M
5	Soapstone Management L.P.	6.98%	108,750	$9.6M
6	Iridian Asset Management LLC/Ct	6.82%	224,893	$19.8M
7	Wallace Capital Management Inc.	1.80%	186,530	$16.5M
8	Daytona Street Capital LLC	1.31%	20,902	$1.8M
9	Unifi Asset Management LP	1.29%	19,053	$1.9M
10	Knightsbridge Asset Management, LLC	1.09%	78,486	$7.8M
11	Cohen Capital Management, Inc.	0.92%	76,908	$6.8M
12	Junto Capital Management LP	0.91%	589,457	$52.0M
13	London Co of Virginia	0.70%	1,399,101	$123.5M
14	EULAV Asset Management	0.65%	231,025	$20.4M
15	Braun Stacey Associates Inc	0.52%	208,685	$18.4M
16	Cambria Investment Management, L.P.	0.45%	103,035	$9.1M
17	Diamond Hill Capital Management, LLC (Investment Advisor)	0.44%	618,618	$54.6M
18	Hussman Strategic Advisors, INC.	0.43%	21,000	$1.9M
19	Hara Capital LLC	0.42%	9,007	$795K
20	Watershed Asset Management, L.L.C.	0.33%	4,213	$372K
21	Dynamic Technology Lab Private Ltd	0.28%	14,175	$1.3M
22	Holocene Advisors, LP	0.25%	1,247,073	$110.1M
23	Trail Ridge Investment Advisors, LLC	0.23%	6,194	$547K
24	LGT Fund Management Co Ltd.	0.23%	61,812	$5.5M
25	Hancock Whitney Corp	0.22%	149,589	$13.2M

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 — Post Hldgs Inc (POST)

What does the Smart Money Trend signal show for POST?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their POST 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 POST?

More sellers than buyers — 40% buying: Last quarter: 260 funds reduced or exited vs 176 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 POST holders?

Elite ownership — 58% AUM from top-100 funds: 59 of 414 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in POST. 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 POST?

65% of holders stayed for 2+ years: 269 out of 417 hedge funds have held POST 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 Post Hldgs Inc (POST) following the 2026 Q2 hedge fund 13F filings?

As of today, POST has moved -6.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.5% for the XLP sector ETF — an outperformance of -2.4%. Since the quarter end (June 30, 2026), POST has gained -14.7% vs -1.1% for XLP. 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.

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Post Hldgs Inc (POST)

Smart Money Signals — POST

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 40% buying

Steady new buyers — ~68 new funds per quarter

65% of holders stayed for 2+ years

Buying through price weakness — shares +11%, value -8%

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 22% newcomers

Elite ownership — 58% AUM from top-100 funds

Institutional Sentiment Summary — POST

Hedge Fund Ownership: POST

Market Analysis: POST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: POST

Is It Too Late to Buy Post Hldgs Inc (POST) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: POST

Statistics: POST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Post Hldgs Inc (POST)

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