Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESTMENT MANAGERS SER TR I (PPI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — PPI

Based on 39 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PPI 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
39 hedge funds hold PPI 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 PPI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

23 buying14 selling
Last quarter: 23 funds were net buyers (8 opened a brand new position + 15 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 28% medium 31% new
16 out of 39 hedge funds have held PPI 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 — ~8 new funds/quarter

9 → 2 → 5 → 8 → 8 new funds/Q
New funds entering each quarter: 2 → 5 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 41% of holders stayed 2+ years

41% veterans 21% 1-2yr 38% new
Of 39 current holders: 16 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 39 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: PPI

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

Market Analysis: PPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PPI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: PPI
2026 Q1 Stats Unlock in 22 days 39 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 39 36 8.33%
13F Shares 4M 3M 25.43%
Total Value $69M $52M 33.01%
New Positions 8 8 -
Increased Positions 15 11 +4
Closed Positions 5 6 -1
Reduced Positions 9 10 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PPI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

39 + investors

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

Top 16 institutional holders of PPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oregon Pacific Wealth Management, LLC 3.74% 172,301 $3.6M
2 4WEALTH ADVISORS, INC. 1.21% 69,199 $1.4M
3 Latitude Advisors, LLC 0.74% 77,446 $1.6M
4 FSA WEALTH PARTNERS, INC. 0.41% 41,532 $864K
5 SILVERLAKE WEALTH MANAGEMENT LLC 0.32% 73,213 $1.5M
6 SARD WEALTH MANAGEMENT GROUP, LLC 0.20% 17,907 $372K
7 WOODWARD DIVERSIFIED CAPITAL, LLC 0.19% 19,179 $419K
8 Onyx Bridge Wealth Group LLC 0.14% 64,142 $1.3M
9 Clark Asset Management, LLC 0.02% 11,245 $234K
10 World Investment Advisors 0.01% 39,721 $826K
11 EVOLUTION WEALTH MANAGEMENT INC. 0.01% 770 $16K
12 Janney Montgomery Scott LLC 0.01% 204,256 $4K
13 Sound Income Strategies, LLC 0.00% 4,486 $94K
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 16,284 $341K
15 Root Financial Partners, LLC 0.00% 709 $15K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,836 $246K
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 — INVESTMENT MANAGERS SER TR I (PPI)

What does the Smart Money Trend signal show for PPI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PPI 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 PPI?

More buyers than sellers — 62% buying: Last quarter: 23 funds were net buyers (8 opened a brand new position + 15 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PPI holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 39 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PPI?

41% of holders stayed for 2+ years: 16 out of 39 hedge funds have held PPI 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.

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.