Stock Analysis

TCW TRANSFORM SUPPLY CHAIN ETF (SUPP)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
33%

Smart Money Signals — SUPP

Based on 6 hedge funds · latest filing: 2025 Q4 · 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.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 6 funds hold this stock today versus a peak of 9 funds at 2024 Q2 — just 67% 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.
📉

Outflows — 33% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold this stock compared to a year ago (-33% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🔴

Heavy selling pressure — only 33% buying

1 buying2 selling
Last quarter: 2 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

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

Mixed — 33% long-term, 0% new

33% conviction (2yr+) 67% medium 0% new
Of the 6 current holders: 2 (33%) held >2 years, 4 held 1–2 years, and 0 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.
⚠️

Saturation — most institutions already know this story

2 → 0 → 1 → 0 → 0 new funds/Q
New funds entering each quarter: 0 → 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.
📊

Mixed cohorts — 0% veterans, 33% new entrants

0% veterans 67% 1-2yr 33% new
Of 6 current holders: 0 (0%) held 2+ years, 4 held 1–2 years, 2 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 33% from major AUM funds

33% from top-100 AUM funds
2 of 6 current holders rank in the top 100 by AUM. A meaningful share of the ownership base comes from the most well-resourced institutions.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: SUPP

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

Market Analysis: SUPP

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Analyst Price Targets

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

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUPP

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Hedge Fund Positioning: SUPP
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: SUPP

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Valuation Measures Data as of: --

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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