Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sterling Cap Fds (SCMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — SCMC

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added SCMC 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
23 hedge funds hold SCMC right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 100% buying

23 buying0 selling
Last quarter: 23 funds were net buyers (22 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +11278229% but shares only +11240374% — price-driven

Value
+11278229%
Shares
+11240374%
Last quarter: the total dollar value of institutional holdings rose +11278229%, but actual share count only changed +11240374%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 23 current holders: 23 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
4 of 23 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — SCMC

In 2026 Q1, 23 hedge funds were net buyers of SCMC (22 opened a new position, 1 added to an existing one), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: SCMC

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

Market Analysis: SCMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCMC

-- --

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

Is It Too Late to Buy Sterling Cap Fds (SCMC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCMC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SCMC
-0.1%
SPY
+13.9%

SCMC outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SCMC
-0.2%
SPY
+0.2%

Since the filing became public, SCMC outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SCMC
23 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 1 2200.0%
13F Shares 5M 47 11240374.47%
Total Value $133M $1K 11278229.49%
New Positions 22 1 +21
Increased Positions 1 0 +1
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCMC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:
Top 22 SCMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key Capital Management, INC 3.20% 193,998 $4.8M
2 Centennial Advisors, LLC 1.41% 44,436 $1.1M
3 Quest 10 Wealth Builders, Inc. 1.33% 60,776 $1.5M
4 LifeWealth Investments, LLC 0.88% 118,251 $3.0M
5 B.O.S.S. Retirement Advisors, LLC 0.69% 90,589 $2.3M
6 AE Wealth Management LLC 0.54% 4,000,621 $100.0M
7 FSA Advisors, Inc. 0.52% 31,664 $792K
8 Kingdom Financial Group LLC. 0.32% 45,001 $1.1M
9 Lloyd Advisory Services, LLC. 0.32% 45,001 $1.1M
10 Slagle Financial, LLC 0.26% 31,806 $795K
11 Raleigh Capital Management Inc. 0.20% 23,719 $593K
12 Simplicity Wealth,LLC 0.14% 101,047 $2.5M
13 SMART Wealth LLC 0.13% 17,928 $448K
14 Networth Advisors, LLC 0.05% 2,854 $71K
15 Truist Financial Corp 0.01% 211,395 $5.3M
16 Envestnet Asset Management Inc 0.00% 211,517 $5.3M
17 Sound Income Strategies, LLC 0.00% 89 $2K
18 Jane Street Group, LLC 0.00% 25,471 $637K
19 Sterling Capital Management LLC 0.00% 170 $4K
20 Goldman Sachs Group Inc 0.00% 24,359 $609K
21 Osaic Holdings, INC. 0.00% 211 $5K
22 UBS Group AG 0.00% 870 $22K
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 — Sterling Cap Fds (SCMC)

What does the Smart Money Trend signal show for SCMC?

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

More buyers than sellers — 100% buying: Last quarter: 23 funds were net buyers (22 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCMC holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 23 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCMC?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Sterling Cap Fds (SCMC) following the 2026 Q1 hedge fund 13F filings?

As of today, SCMC has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), SCMC has gained -0.1% vs +13.9% for SPY. 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.

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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