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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — PTMN

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
51 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 — +38% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+38% 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 sellers than buyers — 46% buying

21 buying25 selling
Last quarter: 25 funds reduced or exited vs 21 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 14 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 41% new

■ 35% conviction (2yr+) ■ 24% medium ■ 41% new
Of the 51 current holders: 18 (35%) held >2 years, 12 held 1–2 years, and 21 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.
💎

Buying through price weakness — shares -27%, value -54%

Value
-53%
Shares
-26%
Last quarter: funds added -27% more shares while total portfolio value only changed -54%. 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

5 → 7 → 7 → 14 → 11 new funds/Q
New funds entering each quarter: 7 → 7 → 14 → 11. A growing number of institutions are discovering PTMN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 40% newcomers

■ 44% veterans ■ 15% 1-2yr ■ 40% new
Entry-cohort mix of 52 holders: 23 (44%) are 2+ year veterans, 8 entered 1–2 years ago, and 21 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
12 of 50 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — PTMN

In 2026 Q1, 21 hedge funds were net buyers of PTMN (11 opened a new position, 10 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 51.

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.

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PTMN
51 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 51 49 4.08%
13F Shares 2M 2M -26.56%
Total Value $13M $27M -53.67%
New Positions 11 14 -3
Increased Positions 9 10 -1
Closed Positions 9 3 +6
Reduced Positions 15 14 +1
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: PTMN

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 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.

QUARTER:
Top 25 PTMN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 0.64% 378,412 $2.8M
2 Jb Capital Partners LP 0.21% 167,447 $1.2M
3 Gables Capital Management INC. 0.15% 47,071 $354K
4 GatePass Capital, LLC 0.14% 39,700 $299K
5 Founders Financial Alliance, LLC 0.11% 83,017 $624K
6 Closed-End Fund Advisors, Inc. 0.08% 10,615 $80K
7 Accordant Advisory Group Inc 0.07% 16,060 $121K
8 Virtus Investment Advisers, LLC 0.07% 32,830 $247K
9 Punch & Associates Investment Management, INC. 0.05% 117,950 $887K
10 Eagle Point Credit Management LLC 0.04% 3,634 $27K
11 Deltec Asset Management LLC 0.03% 22,222 $167K
12 Ethos Financial Group, LLC 0.01% 12,320 $146K
13 Redhawk Wealth Advisors, Inc. 0.01% 10,204 $77K
14 Daytona Street Capital LLC 0.01% 1,372 $10K
15 Curi Capital, LLC 0.01% 37,800 $284K
16 Burk Holdings LLC 0.00% 1,200 $9K
17 XTX Topco Ltd 0.00% 25,570 $192K
18 Vident Advisory, LLC 0.00% 23,066 $173K
19 Perigon Wealth Management, LLC 0.00% 10,500 $79K
20 Wealth Enhancement Advisory Services, LLC 0.00% 86,753 $663K
21 Trexquant Investment LP 0.00% 23,456 $176K
22 Jump Financial, LLC 0.00% 10,600 $80K
23 DHJJ Financial Advisors, Ltd. 0.00% 404 $3K
24 Marshall Wace, LLP 0.00% 69,661 $524K
25 Two Sigma Advisers, LP 0.00% 19,300 $228K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 46% buying: Last quarter: 25 funds reduced or exited vs 21 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 PTMN holders?

Smaller funds dominant — 14% AUM from top-100: 12 of 50 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PTMN?

Mixed — 35% long-term, 41% new: Of the 51 current holders: 18 (35%) held >2 years, 12 held 1–2 years, and 21 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.

Full history →