Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Skeena Res Ltd New (SKE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
9Q ▲
Buyers last Q
57%

Smart Money Signals — SKE

Based on 151 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added SKE 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
151 hedge funds hold SKE 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 — +53% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+53% 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 — 57% buying

84 buying63 selling
Last quarter: 84 funds bought or added vs 63 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 43 → 33 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 40% new

■ 28% conviction (2yr+) ■ 31% medium ■ 40% new
Of the 151 current holders: 43 (28%) held >2 years, 47 held 1–2 years, and 61 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.
➡️

Steady discovery — ~33 new funds/quarter

21 → 18 → 43 → 33 → 33 new funds/Q
New funds entering each quarter: 18 → 43 → 33 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 46% new entrants

■ 33% veterans ■ 21% 1-2yr ■ 46% new
Of 162 current holders: 54 (33%) held 2+ years, 34 held 1–2 years, 74 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
31 of 151 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — SKE

In 2026 Q2, 84 hedge funds were net buyers of SKE (33 opened a new position, 51 added to an existing one), while 63 reduced or exited (44 trimmed, 19 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in SKE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 151.

Hedge Fund Ownership: SKE

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

Market Analysis: SKE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SKE

-- --

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

Is It Too Late to Buy Skeena Res Ltd New (SKE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SKE has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 80d ago
SKE
+11.9%
SPY
-2.0%

SKE outperformed SPY by +13.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
SKE
-9.8%
SPY
-1.4%

Since the filing became public, SKE outperformed SPY by -8.4% .

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.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SKE
150 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 150 137 9.49%
13F Shares 65M 61M 7.23%
Total Value $1.74B $1.68B 3.94%
New Positions 33 33 -
Increased Positions 49 44 +5
Closed Positions 20 26 -6
Reduced Positions 43 45 -2
Total Calls 6 4 50.0%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.83 0.75 Neutral

Statistics: SKE

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

150 + investors

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

QUARTER:
Top 25 SKE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orion Resource Partners LP 33.68% 2,775,640 $73.9M
2 Helikon Investments Ltd 13.40% 16,822,865 $448.5M
3 Bornite Capital Management LP 5.43% 1,620,600 $43.2M
4 Armor Advisors, L.L.C. 2.74% 143,756 $3.8M
5 Sprott INC. 1.52% 1,796,605 $47.9M
6 PCJ Investment Counsel Ltd. 1.09% 142,580 $3.8M
7 Fiscal Wisdom Wealth Management, LLC 0.88% 38,835 $1.0M
8 Pinnacle Wealth Management Group, Inc. 0.77% 61,557 $1.6M
9 Waratah Capital Advisors Ltd. 0.74% 820,459 $21.9M
10 Fortitude Advisory Group L.L.C. 0.46% 44,817 $1.2M
11 Ardsley Advisory Partners LP 0.40% 145,000 $3.9M
12 Grand Central Investment Group 0.29% 13,102 $349K
13 Axxion S.A. 0.29% 152,400 $4.1M
14 Pekin Hardy Strauss, Inc. 0.27% 114,320 $3.0M
15 Ruffer LLP 0.27% 283,866 $7.6M
16 Kiker Wealth Management, LLC 0.18% 17,630 $470K
17 Van Eck Associates Corp 0.15% 9,017,001 $240.4M
18 Groupe la Francaise 0.15% 455,000 $12.1M
19 BTG Pactual Asset Management US LLC 0.09% 56,120 $1.5M
20 PKO Investment Management Joint-Stock Co 0.09% 48,000 $1.3M
21 CoreCommodity Management, LLC 0.09% 16,097 $429K
22 Cutler Capital Management, LLC 0.08% 11,880 $317K
23 Purpose Unlimited Inc. 0.08% 80,230 $2.1M
24 K.J. Harrison & Partners Inc 0.08% 20,000 $532K
25 J. Goldman & Co LP 0.07% 100,800 $2.7M
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 — Skeena Res Ltd New (SKE)

What does the Smart Money Trend signal show for SKE?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added SKE 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 SKE?

Slight buying edge — 57% buying: Last quarter: 84 funds bought or added vs 63 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 SKE holders?

Strong quality — 29% AUM from major funds: 31 of 151 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SKE?

Mixed — 28% long-term, 40% new: Of the 151 current holders: 43 (28%) held >2 years, 47 held 1–2 years, and 61 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.

Is it too late to buy Skeena Res Ltd New (SKE) following the 2026 Q2 hedge fund 13F filings?

As of today, SKE has moved -9.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -8.4%. Since the quarter end (June 30, 2026), SKE has gained +11.9% vs -2.0% 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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