Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SWISS RE LTD SPONSORED ADR (SSREY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — SSREY

Based on 8 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
8 funds currently hold this stock — 89% of the 3.0-year high of 9 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

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

More buyers than sellers — 60% buying

3 buying2 selling
Last quarter: 3 funds were net buyers (0 opened a brand new position + 3 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~0 new funds per quarter

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

62% of holders stayed for 2+ years

62% conviction (2yr+) 38% medium 0% new
5 out of 8 hedge funds have held SSREY 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.
⚠️

Saturation — most institutions already know this story

2 → 2 → 1 → 0 → 0 new funds/Q
New funds entering each quarter: 2 → 1 → 0 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 25% 1-2yr 25% new
Of 8 current holders: 4 (50%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
2 of 8 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SSREY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — SSREY

In 2026 Q1, 3 hedge funds were net buyers of SSREY (3 added to existing positions), while 2 reduced or exited (2 trimmed their position) — a 60% buyer ratio, indicating clear institutional accumulation. 61% of total institutional value in SSREY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 8.

Hedge Fund Ownership: SSREY

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

Market Analysis: SSREY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSREY

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

Is It Too Late to Buy SWISS RE LTD SPONSORED ADR (SSREY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SSREY has moved relative to its sector benchmark (XLF) 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 · 61d ago
SSREY
-10.2%
XLF
+4.5%

SSREY outperformed XLF by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 16d ago
SSREY
-2.6%
XLF
+0.9%

Since the filing became public, SSREY outperformed XLF by -3.5% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SSREY
7 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 7 8 -12.5%
13F Shares 70K 73K -3.61%
Total Value $3M $3M -2.72%
New Positions 0 0 -
Increased Positions 3 2 +1
Closed Positions 1 1 -
Reduced Positions 1 2 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SSREY

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Institutional Holders (2026 Q1)

7 + investors

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

QUARTER:
Top 8 institutional holders of SSREY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COZAD ASSET MANAGEMENT INC 0.02% 5,106 $214K
2 GAMMA Investing LLC 0.01% 7,026 $295K
3 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 16,448 $677K
4 Westside Investment Management, Inc. 0.00% 500 $21K
5 Salomon & Ludwin, LLC 0.00% 589 $25K
6 RHUMBLINE ADVISERS 0.00% 45,597 $1.9M
7 HANTZ FINANCIAL SERVICES, INC. 0.00% 102
8 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 52 $2K
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 — SWISS RE LTD SPONSORED ADR (SSREY)

What does the Smart Money Trend signal show for SSREY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SSREY?

More buyers than sellers — 60% buying: Last quarter: 3 funds were net buyers (0 opened a brand new position + 3 added to an existing one). Only 2 were sellers (2 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SSREY holders?

Elite ownership — 61% AUM from top-100 funds: 2 of 8 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SSREY. 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 SSREY?

62% of holders stayed for 2+ years: 5 out of 8 hedge funds have held SSREY 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 SWISS RE LTD SPONSORED ADR (SSREY) following the 2026 Q1 hedge fund 13F filings?

As of today, SSREY has moved -2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the XLF sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), SSREY has gained -10.2% vs +4.5% for XLF. 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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