Based on 6 hedge funds · latest filing: 2026 Q1 · updated quarterly
📉
Selling streak — 2 quarters in a row
For 2 consecutive quarters, more hedge funds reduced or closed their SKF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻
Below peak — only 50% of 3.0Y high
50% of all-time peak
Only 6 funds hold SKF today versus a peak of 12 funds at 2023 Q4 — just 50% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
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Outflows — 40% fewer funds vs a year ago
fund count last 6Q
4 fewer hedge funds hold SKF compared to a year ago (-40% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠
More sellers than buyers — 40% buying
4 buying6 selling
Last quarter: 6 funds reduced or exited vs 4 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 — ~2 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒
83% of holders stayed for 2+ years
■ 83% conviction (2yr+)
■ 17% medium
■ 0% new
5 out of 6 hedge funds have held SKF 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.
➡️
Steady discovery — ~2 new funds/quarter
1 → 1 → 2 → 1 → 2 new funds/Q
New funds entering each quarter: 1 → 2 → 1 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️
Deep conviction — 100% of holders stayed 2+ years
■ 100% veterans
■ 0% 1-2yr
■ 0% new
Of 7 current holders: 7 (100%) 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.
🏆
Elite ownership — 84% AUM from top-100 funds
84% from top-100 AUM funds
4 of 6 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in SKF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.