Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TOWNEBANK PORTSMOUTH VA (TOWN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
54%

Smart Money Signals — TOWN

Based on 241 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added TOWN 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
241 hedge funds hold TOWN 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

126 buying109 selling
Last quarter: 126 funds bought or added vs 109 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 31 → 43 → 34. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new
142 out of 241 hedge funds have held TOWN 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.
📈

Growing discovery — still being found

28 → 32 → 31 → 43 → 34 new funds/Q
New funds entering each quarter: 32 → 31 → 43 → 34. A growing number of institutions are discovering TOWN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 242 current holders: 165 (68%) 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 — 63% AUM from top-100 funds

63% from top-100 AUM funds
36 of 241 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in TOWN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: TOWN

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

Market Analysis: TOWN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TOWN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: TOWN
2026 Q1 Stats Unlock in 18 days 242 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 242 239 1.26%
13F Shares 44M 45M -3.3%
Total Value $1.46B $1.57B -6.69%
New Positions 34 43 -9
Increased Positions 92 91 +1
Closed Positions 32 28 +4
Reduced Positions 77 55 +22
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TOWN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

242 + investors

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

Top 25 institutional holders of TOWN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Towne Trust Company, N.A 2.18% 201,876 $6.8M
2 Rosenthal | Henry Capital Advisors, Inc. 2.04% 62,000 $2.1M
3 Verity Asset Management, Inc. 0.74% 52,245 $1.8M
4 Bay Capital Advisors, LLC 0.70% 33,760 $1.1M
5 Old North State Wealth Management, LLC 0.55% 35,290 $1.2M
6 SummerHaven Investment Management, LLC 0.42% 20,413 $687K
7 MBL Wealth, LLC 0.37% 144,080 $4.9M
8 MQS Management LLC 0.33% 14,548 $490K
9 Peak Planning Group, LLC 0.31% 33,367 $1.1M
10 Bay Rivers Group 0.25% 17,526 $590K
11 DEPRINCE RACE & ZOLLO INC 0.12% 189,953 $6.4M
12 AlphaQuest LLC 0.10% 53,128 $1.8M
13 NOVARE CAPITAL MANAGEMENT LLC 0.10% 36,500 $1.2M
14 American Capital Advisory, LLC 0.09% 6,755 $227K
15 Live Oak Private Wealth LLC 0.09% 19,327 $651K
16 Wagner Wealth Management, LLC 0.09% 12,681 $427K
17 Compton Wealth Advisory Group, LLC 0.08% 10,007 $340K
18 BCS Wealth Management 0.07% 10,620 $358K
19 Ellsworth Advisors, LLC 0.07% 10,677 $359K
20 KANAWHA CAPITAL MANAGEMENT LLC 0.07% 27,511 $926K
21 HARBOR CAPITAL ADVISORS, INC. 0.06% 23,814 —
22 EQUITABLE TRUST CO 0.06% 37,504 $1.3M
23 Legacy Wealth Asset Management, LLC 0.05% 6,128 $206K
24 Inspire Investing, LLC 0.04% 15,199 $512K
25 XML Financial, LLC 0.04% 15,055 $507K
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 — TOWNEBANK PORTSMOUTH VA (TOWN)

What does the Smart Money Trend signal show for TOWN?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TOWN 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 TOWN?

Slight buying edge — 54% buying: Last quarter: 126 funds bought or added vs 109 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TOWN holders?

Elite ownership — 63% AUM from top-100 funds: 36 of 241 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in TOWN. 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 TOWN?

59% of holders stayed for 2+ years: 142 out of 241 hedge funds have held TOWN 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.