Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Palmer Square Capital Bdc In (PSBD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — PSBD

Based on 42 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 PSBD 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 — 91% of 3.0Y peak

91% of all-time peak
42 funds currently hold this stock — 91% of the 3.0-year high of 46 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+35% 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.
🟡

Slight buying edge — 56% buying

24 buying19 selling
Last quarter: 24 funds bought or added vs 19 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 12 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 38% new

■ 33% conviction (2yr+) ■ 29% medium ■ 38% new
Of the 42 current holders: 14 (33%) held >2 years, 12 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

2 → 12 → 12 → 8 → 7 new funds/Q
New funds entering each quarter: 12 → 12 → 8 → 7. PSBD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 29% veterans, 45% new entrants

■ 29% veterans ■ 26% 1-2yr ■ 45% new
Of 42 current holders: 12 (29%) held 2+ years, 11 held 1–2 years, 19 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
11 of 42 holders rank in the top 100 by AUM, but together hold only 7% 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.

Institutional Sentiment Summary — PSBD

In 2026 Q2, 24 hedge funds were net buyers of PSBD (7 opened a new position, 17 added to an existing one), while 19 reduced or exited (8 trimmed, 11 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: PSBD

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

Market Analysis: PSBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSBD

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PSBD
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 46 -8.7%
13F Shares 16M 17M -4.83%
Total Value $166M $165M 0.93%
New Positions 7 8 -1
Increased Positions 17 12 +5
Closed Positions 11 8 +3
Reduced Positions 8 14 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSBD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
Top 25 PSBD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OV Management LLC 72.59% 3,730,065 $38.9M
2 1248 Management, LLC 13.47% 3,186,701 $34.4M
3 Arlington Partners LLC 9.60% 510,344 $5.3M
4 Pandi, LLC 1.44% 911,854 $9.5M
5 Sunesis Advisors, LLC 1.29% 298,959 $3.1M
6 Smh Capital Advisors Inc 0.79% 19,447 $203K
7 First Trust Capital Management L.P. 0.78% 1,288,337 $13.4M
8 NewGen Asset Management Ltd 0.66% 154,539 $1.6M
9 Bienville Capital Management, LLC 0.62% 425,379 $4.6M
10 Palliser Capital (UK) Ltd 0.49% 88,028 $917K
11 Opal Wealth Advisors, LLC 0.36% 159,240 $1.7M
12 Waterfront Wealth Inc. 0.07% 43,154 $447K
13 Hennion & Walsh Asset Management, Inc. 0.06% 198,062 $2.1M
14 Nottingham Advisors, INC. 0.06% 48,686 $472K
15 Advisor OS, LLC 0.04% 63,761 $664K
16 Mariner, LLC 0.03% 3,160,003 $32.9M
17 Clear Harbor Asset Management, LLC 0.03% 43,116 $449K
18 XTX Topco Ltd 0.01% 56,612 $590K
19 Dorsey & Whitney Trust CO LLC 0.01% 10,452 $109K
20 Arlington Trust Co LLC 0.00% 5,198 $54K
21 Trexquant Investment LP 0.00% 57,634 $601K
22 Catalyst Capital Advisors LLC 0.00% 19,447 $203K
23 Confluence Investment Management LLC 0.00% 19,157 $200K
24 Squarepoint Ops LLC 0.00% 130,704 $1.4M
25 Two Sigma Investments, LP 0.00% 186,517 $1.9M
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 — Palmer Square Capital Bdc In (PSBD)

What does the Smart Money Trend signal show for PSBD?

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

Slight buying edge — 56% buying: Last quarter: 24 funds bought or added vs 19 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 PSBD holders?

Smaller funds dominant — 7% AUM from top-100: 11 of 42 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSBD?

Mixed — 33% long-term, 38% new: Of the 42 current holders: 14 (33%) held >2 years, 12 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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