Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sensient Technologies Corp (SXT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — SXT

Based on 379 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SXT 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
379 hedge funds hold SXT 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 — +25% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+25% 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.
🟢

More buyers than sellers — 64% buying

231 buying130 selling
Last quarter: 231 funds were net buyers (91 opened a brand new position + 140 added to an existing one). Only 130 were sellers (88 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new SXT position: 59 → 67 → 38 → 91. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 25% new
211 out of 379 hedge funds have held SXT 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.
💰

Value +46% but shares only +14% — price-driven

Value
+45%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~91 new funds/quarter

63 → 59 → 67 → 38 → 91 new funds/Q
New funds entering each quarter: 59 → 67 → 38 → 91. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 11% 1-2yr ■ 29% new
Entry-cohort mix of 381 holders: 226 (59%) are 2+ year veterans, 43 entered 1–2 years ago, and 112 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
55 of 378 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SXT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SXT

In 2026 Q2, 231 hedge funds were net buyers of SXT (91 opened a new position, 140 added to an existing one), while 130 reduced or exited (88 trimmed, 42 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in SXT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +49 funds (more new holders than closures). Total institutional holders: 379.

Hedge Fund Ownership: SXT

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

Market Analysis: SXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SXT

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: SXT
374 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 374 330 13.33%
13F Shares 42M 41M 1.35%
Total Value $5.09B $3.52B 44.53%
New Positions 89 38 +51
Increased Positions 138 112 +26
Closed Positions 44 51 -7
Reduced Positions 87 117 -30
Total Calls 3 2 50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: SXT

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Financial Highlights

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Institutional Holders (2026 Q2)

374 + investors

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

QUARTER:
Top 25 SXT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountaineer Partners Management, LLC 12.30% 131,727 $16.2M
2 Rivermont Capital Management LP 9.87% 564,209 $69.6M
3 Beaconlight Capital, LLC 9.65% 221,811 $27.3M
4 Owls Nest Partners IA, LLC 8.09% 202,187 $24.9M
5 Bayberry Capital Partners LP 6.92% 163,000 $20.1M
6 Freemont Capital Pte Ltd 5.16% 2,049,782 $252.7M
7 Roubaix Capital, LLC 3.73% 84,299 $10.4M
8 Montanaro Asset Management Ltd 2.55% 65,500 $8.1M
9 Snyder Capital Management L P 1.59% 746,618 $92.1M
10 Park West Asset Management LLC 1.48% 175,695 $21.7M
11 Aperture Investors, LLC 1.46% 131,134 $16.2M
12 Sandler Capital Management 1.38% 22,588 $2.8M
13 Pier Capital, LLC 1.37% 83,885 $10.3M
14 Anomaly Capital Management, LP 1.34% 284,910 $35.1M
15 Emerald Advisers, LLC 1.15% 394,927 $48.7M
16 Ceredex Value Advisors LLC 1.13% 325,850 $40.2M
17 Vaughan Nelson Investment Management, L.P. 1.10% 1,010,464 $124.6M
18 Future Fund LLC 1.07% 30,250 $3.7M
19 Emerald Mutual Fund Advisers Trust 1.02% 235,343 $29.0M
20 Waratah Capital Advisors Ltd. 1.01% 241,237 $29.7M
21 Tower View Wealth Management LLC 0.96% 17,744 $2.2M
22 Westwood Holdings Group Inc 0.82% 884,336 $109.0M
23 Congress Asset Management Co 0.71% 930,339 $114.7M
24 Champlain Investment Partners, LLC 0.70% 222,369 $27.4M
25 Icon Advisers Inc/Co 0.60% 26,000 $3.2M
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 — Sensient Technologies Corp (SXT)

What does the Smart Money Trend signal show for SXT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SXT 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 SXT?

More buyers than sellers — 64% buying: Last quarter: 231 funds were net buyers (91 opened a brand new position + 140 added to an existing one). Only 130 were sellers (88 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SXT holders?

Elite ownership — 44% AUM from top-100 funds: 55 of 378 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SXT. 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 SXT?

56% of holders stayed for 2+ years: 211 out of 379 hedge funds have held SXT 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.

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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