Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xbp Global Holdings Inc (XBP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
41%

Smart Money Signals — XBP

Based on 26 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 — 84% of 3.0Y peak

84% of all-time peak
26 funds currently hold this stock — 84% of the 3.0-year high of 31 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+100% 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 sellers than buyers — 41% buying

9 buying13 selling
Last quarter: 13 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 19 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 54% entered in last year

■ 15% conviction (2yr+) ■ 31% medium ■ 54% new
Only 4 funds (15%) 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 -2%, value -37%

Value
-36%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

2 → 1 → 19 → 3 → 4 new funds/Q
New funds entering each quarter: 1 → 19 → 3 → 4. 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 — 19% veterans, 54% new entrants

■ 19% veterans ■ 27% 1-2yr ■ 54% new
Of 26 current holders: 5 (19%) held 2+ years, 7 held 1–2 years, 14 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 26 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XBP

In 2026 Q1, 9 hedge funds were net buyers of XBP (4 opened a new position, 5 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 26.

Hedge Fund Ownership: XBP

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

Market Analysis: XBP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XBP

-- --

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

Is It Too Late to Buy Xbp Global Holdings Inc (XBP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XBP has moved relative to its sector benchmark (XLK) 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 · 81d ago
XBP
nan%
XLK
+44.0%

XBP outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
XBP
nan%
XLK
+8.6%

Since the filing became public, XBP outperformed XLK by nan% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: XBP
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 26 -
13F Shares 6M 6M -2.38%
Total Value $26M $41M -36.93%
New Positions 4 3 +1
Increased Positions 5 1 +4
Closed Positions 4 8 -4
Reduced Positions 9 22 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XBP

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

Financial Highlights

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Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:
Top 23 XBP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gates Capital Management, Inc. 0.38% 3,193,149 $14.0M
2 HoldCo Asset Management, LP 0.26% 787,141 $3.5M
3 BRC Group Holdings, Inc. 0.07% 73,657 $324K
4 Cantor Fitzgerald, L. P. 0.05% 766,872 $3.4M
5 Alpine Global Management, LLC 0.01% 21,518 $95K
6 Shay Capital LLC 0.01% 25,000 $110K
7 CastleKnight Management LP 0.00% 56,553 $249K
8 Crewe Advisors LLC 0.00% 6,500 $29K
9 Jefferies Financial Group Inc. 0.00% 54,609 $240K
10 Allianz Asset Management GmbH 0.00% 168,751 $743K
11 BROOKFIELD Corp /ON/ 0.00% 19,681 $87K
12 Vanguard Fiduciary Trust Co 0.00% 57,723 $254K
13 Bank of America Corp /de/ 0.00% 157,932 $695K
14 Mountain Hill Investment Partners Corp. 0.00% 17 —
15 Vanguard Capital Management LLC 0.00% 127,858 $563K
16 BlackRock, Inc. 0.00% 173,855 $765K
17 Goldman Sachs Group Inc 0.00% 17,325 $76K
18 Tower Research Capital LLC (TRC) 0.00% 47 —
19 Morgan Stanley 0.00% 633 $3K
20 SBI Securities Co., Ltd. 0.00% 1 —
21 Barclays plc 0.00% 77 —
22 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% 32 —
23 UBS Group AG 0.00% 28 —
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 — Xbp Global Holdings Inc (XBP)

What does the Smart Money Trend signal show for XBP?

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 XBP?

More sellers than buyers — 41% buying: Last quarter: 13 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XBP holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 26 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XBP?

Mostly new holders — 54% entered in last year: Only 4 funds (15%) 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.

Is it too late to buy Xbp Global Holdings Inc (XBP) following the 2026 Q1 hedge fund 13F filings?

As of today, XBP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XBP has gained nan% vs +44.0% for XLK. 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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