Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BCP INVESTMENT CORPORATION (PTMN)

51 + Investors. Track Smart Money conviction in PTMN. 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
↑ +11
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — PTMN

Based on 49 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PTMN 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
49 hedge funds hold PTMN 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 — +26% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+26% 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 — 59% buying

24 buying17 selling
Last quarter: 24 funds bought or added vs 17 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new PTMN position: 5 → 6 → 7 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 24% medium 33% new
21 out of 49 hedge funds have held PTMN 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.
📈

Growing discovery — still being found

5 → 5 → 6 → 7 → 14 new funds/Q
New funds entering each quarter: 5 → 6 → 7 → 14. A growing number of institutions are discovering PTMN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

49% veterans 12% 1-2yr 39% new
Of 51 current holders: 25 (49%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
8 of 49 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Hedge Fund Ownership: PTMN

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

Market Analysis: PTMN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTMN

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PTMN
2026 Q1 Stats Unlock in 10 days 51 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 38 34.21%
13F Shares 2M 2M 12.89%
Total Value $27M $24M 15.97%
New Positions 14 7 +7
Increased Positions 12 15 -3
Closed Positions 3 8 -5
Reduced Positions 14 8 +6
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: PTMN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

51 + investors

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

Top 21 institutional holders of PTMN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 0.64% 378,412 $2.8M
2 GABLES CAPITAL MANAGEMENT INC. 0.15% 47,071 $354K
3 GatePass Capital, LLC 0.14% 39,700 $299K
4 Eagle Point Credit Management LLC 0.04% 3,634 $27K
5 DELTEC ASSET MANAGEMENT LLC 0.03% 22,222 $167K
6 Ethos Financial Group, LLC 0.01% 12,320 $146K
7 Redhawk Wealth Advisors, Inc. 0.01% 10,204 $77K
8 Daytona Street Capital LLC 0.01% 1,372 $10K
9 Burk Holdings LLC 0.00% 1,200 $9K
10 BI Asset Management Fondsmaeglerselskab A/S 0.00% 27,714
11 Perigon Wealth Management, LLC 0.00% 10,500 $79K
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 86,753 $663K
13 DHJJ Financial Advisors, Ltd. 0.00% 404 $3K
14 Community Financial Services Group, LLC 0.00% 127
15 Legal & General Group Plc 0.00% 93,881 $706K
16 SIGNATUREFD, LLC 0.00% 1,000 $8K
17 Golden State Wealth Management, LLC 0.00% 100
18 IFP Advisors, Inc 0.00% 457 $3K
19 LPL Financial LLC 0.00% 11,350 $85K
20 UBS Group AG 0.00% 6,116 $46K
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 30
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 — BCP INVESTMENT CORPORATION (PTMN)

What does the Smart Money Trend signal show for PTMN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PTMN 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 PTMN?

Slight buying edge — 59% buying: Last quarter: 24 funds bought or added vs 17 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 PTMN holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 49 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 PTMN?

43% of holders stayed for 2+ years: 21 out of 49 hedge funds have held PTMN 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.