Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xbp Global Holdings Inc (XBPEW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
17%

Smart Money Signals — XBPEW

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their XBPEW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
23 funds currently hold this stock — 77% of the 3.0-year high of 30 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold XBPEW compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 17% buying

1 buying5 selling
Last quarter: 5 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 — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 13% medium ■ 17% new
16 out of 23 hedge funds have held XBPEW 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

3 → 1 → 3 → 0 → 1 new funds/Q
New funds entering each quarter: 1 → 3 → 0 → 1. 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.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 23 holders: 14 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
4 of 21 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — XBPEW

In 2026 Q1, 1 hedge fund were net buyers of XBPEW (1 opened a brand-new position), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 17% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: XBPEW

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

Market Analysis: XBPEW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XBPEW

-- --

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

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

Signal Freshness measures how much XBPEW has moved relative to its sector benchmark (SPY) 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 · 79d ago
XBPEW
-10.5%
SPY
+13.9%

XBPEW outperformed SPY by -24.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
XBPEW
+0.0%
SPY
+0.2%

Since the filing became public, XBPEW outperformed SPY by -0.2% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: XBPEW
23 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 25 -8.0%
13F Shares 2M 3M -30.75%
Total Value $193K $355K -45.71%
New Positions 1 0 +1
Increased Positions 0 1 -1
Closed Positions 3 2 +1
Reduced Positions 2 3 -1
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XBPEW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:
Top 22 XBPEW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 K2 Principal Fund, L.P. 0.00% 233,305 $12K
2 Aristeia Capital, L.L.C. 0.00% 459,524 $29K
3 Context Capital Management, LLC 0.00% 357,933 $20K
4 Blue Owl Capital Holdings LP 0.00% 24,778 $1K
5 Littlejohn & Co LLC 0.00% 6,249 —
6 Clear Street Group Inc. 0.00% 446,611 $25K
7 Polar Asset Management Partners Inc. 0.00% 75,600 $5K
8 Tpg GP A, LLC 0.00% 25,000 $1K
9 Toronto Dominion Bank 0.00% 309,159 $17K
10 Wolverine Asset Management LLC 0.00% 45,529 $3K
11 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 25,000 $1K
12 Picton Mahoney Asset Management 0.00% 50,000 $3K
13 Dupont Capital Management Corp 0.00% 2,500 —
14 BNP Paribas Financial Markets 0.00% 149,050 $9K
15 Ancora Advisors LLC 0.00% 3,175 —
16 OMERS ADMINISTRATION Corp 0.00% 10,000 —
17 LMR Partners LLP 0.00% 25,000 $1K
18 Millennium Management LLC 0.00% 51,250 $3K
19 D. E. Shaw & Co., Inc. 0.00% 19,714 $1K
20 Jane Street Group, LLC 0.00% 50,976 $3K
21 Farther Finance Advisors, LLC 0.00% 399 —
22 Susquehanna International Group, LLP 0.00% 15,284 —
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 (XBPEW)

What does the Smart Money Trend signal show for XBPEW?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their XBPEW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XBPEW?

Heavy selling pressure — only 17% buying: Last quarter: 5 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XBPEW holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 21 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XBPEW?

70% of holders stayed for 2+ years: 16 out of 23 hedge funds have held XBPEW 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 Xbp Global Holdings Inc (XBPEW) following the 2026 Q1 hedge fund 13F filings?

As of today, XBPEW has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), XBPEW has gained -10.5% vs +13.9% for SPY. 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.

Full history →