Stock Analysis

THEMES ETF TR (SPAM)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — SPAM

Based on 4 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4 hedge funds hold this stock right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding this stock is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — the institutional base is holding steady.
🟢

More buyers than sellers — 67% buying

2 buying1 selling
Last quarter: 2 funds were net buyers (2 opened a brand new position + 0 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 0 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

0% conviction (2yr+) 75% medium 25% 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.
💎

Buying through price weakness — shares +648%, value +554%

Value
+553%
Shares
+647%
Last quarter: funds added +648% more shares while total portfolio value only changed +554%. 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

1 → 0 → 1 → 0 → 2 new funds/Q
New funds entering each quarter: 0 → 1 → 0 → 2. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
📊

Mixed cohorts — 0% veterans, 50% new entrants

0% veterans 50% 1-2yr 50% new
Of 4 current holders: 0 (0%) held 2+ years, 2 held 1–2 years, 2 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% top-100 AUM

0% from top-100 AUM funds
Only 0 of 4 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: SPAM

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

Market Analysis: SPAM

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPAM

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Hedge Fund Positioning: SPAM
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Track Smart Money conviction in SPAM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: SPAM

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Valuation Measures Data as of: --

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Financial Highlights

Profitability
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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed