Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Seneca Foods Corp New (SENEA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
7Q ▲
Buyers last Q
60%

Smart Money Signals — SENEA

Based on 194 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SENEA 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
194 hedge funds hold SENEA 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 — +46% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+46% 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 buyers than sellers — 60% buying

112 buying75 selling
Last quarter: 112 funds were net buyers (47 opened a brand new position + 65 added to an existing one). Only 75 were sellers (52 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new SENEA position: 37 → 26 → 22 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 26% medium ■ 27% new
91 out of 194 hedge funds have held SENEA 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.
💰

Value +33% but shares only +2% — price-driven

Value
+32%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +2%. 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.
➡️

Steady discovery — ~47 new funds/quarter

26 → 37 → 26 → 22 → 47 new funds/Q
New funds entering each quarter: 37 → 26 → 22 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 31% newcomers

■ 59% veterans ■ 10% 1-2yr ■ 31% new
Entry-cohort mix of 194 holders: 114 (59%) are 2+ year veterans, 19 entered 1–2 years ago, and 61 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
45 of 193 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SENEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — SENEA

In 2026 Q1, 112 hedge funds were net buyers of SENEA (47 opened a new position, 65 added to an existing one), while 75 reduced or exited (52 trimmed, 23 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in SENEA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 194.

Hedge Fund Ownership: SENEA

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

Market Analysis: SENEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SENEA

-- --

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

Is It Too Late to Buy Seneca Foods Corp New (SENEA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SENEA has moved relative to its sector benchmark (XLP) 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
SENEA
+3.2%
XLP
+2.1%

SENEA outperformed XLP by +1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SENEA
+12.4%
XLP
-1.1%

Since the filing became public, SENEA outperformed XLP by +13.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SENEA
193 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 193 170 13.53%
13F Shares 4M 4M 1.63%
Total Value $530M $400M 32.54%
New Positions 46 22 +24
Increased Positions 65 57 +8
Closed Positions 23 16 +7
Reduced Positions 52 55 -3
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SENEA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

193 + investors

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

QUARTER:
Top 25 SENEA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peapod Lane Capital LLC 2.52% 20,292 $3.1M
2 Pullen Investment Management, LLC 1.52% 20,043 $3.0M
3 EVR Research LP 1.39% 23,000 $3.5M
4 Caldwell Sutter Capital, INC. 1.23% 19,996 $3.0M
5 Kennondale Capital Management LLC 1.04% 9,591 $1.4M
6 Draper Asset Management, LLC 0.56% 6,533 $987K
7 Range Financial Group LLC 0.38% 7,546 $1.1M
8 Shufro Rose & Co LLC 0.30% 29,100 $4.4M
9 Money Concepts Capital Corp 0.24% 28,698 $4.3M
10 Royce & Associates LP 0.16% 109,789 $16.6M
11 Bridgeway Capital Management, LLC 0.16% 52,294 $7.9M
12 Morgan Dempsey Capital Management LLC 0.11% 1,569 $237K
13 Informed Momentum Co LLC 0.10% 5,717 $864K
14 Byrne Asset Management LLC 0.10% 1,106 $167K
15 Anchor Capital Advisors LLC 0.08% 19,329 $2.9M
16 Baron Wealth Management LLC 0.07% 1,618 $245K
17 Inceptionr LLC 0.05% 1,453 $220K
18 Ritholtz Wealth Management 0.05% 18,988 $2.9M
19 Rockbridge Investment Management, LCC 0.05% 3,530 $533K
20 Robotti Robert 0.05% 1,982 $300K
21 HFM Investment Advisors, LLC 0.05% 800 $121K
22 Navellier & Associates Inc 0.04% 2,522 $381K
23 Martingale Asset Management L P 0.04% 9,421 $1.4M
24 Teacher Retirement System of Texas 0.03% 55,400 $8.4M
25 DGS Capital Management, LLC 0.03% 1,406 $212K
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 — Seneca Foods Corp New (SENEA)

What does the Smart Money Trend signal show for SENEA?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SENEA 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 SENEA?

More buyers than sellers — 60% buying: Last quarter: 112 funds were net buyers (47 opened a brand new position + 65 added to an existing one). Only 75 were sellers (52 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SENEA holders?

Elite ownership — 51% AUM from top-100 funds: 45 of 193 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SENEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SENEA?

47% of holders stayed for 2+ years: 91 out of 194 hedge funds have held SENEA 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.

Is it too late to buy Seneca Foods Corp New (SENEA) following the 2026 Q1 hedge fund 13F filings?

As of today, SENEA has moved +12.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of +13.5%. Since the quarter end (March 31, 2026), SENEA has gained +3.2% vs +2.1% for XLP. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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