Stock Analysis
Data Source: SEC EDGAR 13F
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Concrete Pumping Hldgs Inc (BBCP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — BBCP

Based on 126 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BBCP 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
126 hedge funds hold BBCP 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 — +27% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+27% 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

78 buying43 selling
Last quarter: 78 funds were net buyers (32 opened a brand new position + 46 added to an existing one). Only 43 were sellers (29 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new BBCP position: 13 → 7 → 21 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 20% medium 29% new
65 out of 126 hedge funds have held BBCP 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 +78% but shares only +7% — price-driven

Value
+78%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +78%, but actual share count only changed +7%. 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.
🚀

Acceleration phase — new buyers rushing in

6 → 13 → 7 → 21 → 32 new funds/Q
New funds entering each quarter: 13 → 7 → 21 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

60% veterans 13% 1-2yr 27% new
Entry-cohort mix of 128 holders: 77 (60%) are 2+ year veterans, 17 entered 1–2 years ago, and 34 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
37 of 124 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BBCP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BBCP

In 2026 Q2, 78 hedge funds were net buyers of BBCP (32 opened a new position, 46 added to an existing one), while 43 reduced or exited (29 trimmed, 14 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in BBCP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 126.

Hedge Fund Ownership: BBCP

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

Market Analysis: BBCP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBCP

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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.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BBCP
123 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 108 13.89%
13F Shares 17M 16M 7.11%
Total Value $203M $114M 78.13%
New Positions 32 21 +11
Increased Positions 46 28 +18
Closed Positions 15 11 +4
Reduced Positions 28 42 -14
Total Calls 3 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: BBCP

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Financial Highlights

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Institutional Holders (2026 Q2)

123 + investors

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

QUARTER:
Top 25 BBCP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seven Six Capital Management, LLC 4.44% 403,573 $4.9M
2 Anchor Capital Management Company, LLC 3.32% 267,289 $3.2M
3 Mill Road Capital Management LLC 2.56% 430,805 $5.2M
4 Semanteon Capital Management, LP 1.10% 20,157 $243K
5 Jb Capital Partners LP 0.64% 341,400 $4.1M
6 Aristides Capital LLC 0.45% 193,704 $2.3M
7 Informed Momentum Co LLC 0.13% 117,631 $1.4M
8 Cm Wealth Advisors LLC 0.12% 55,088 $664K
9 Bridgeway Capital Management, LLC 0.12% 555,242 $6.7M
10 OakTrust Wealth Advisors, LLC 0.11% 10,654 $128K
11 Integrated Quantitative Investments LLC 0.10% 50,165 $604K
12 North Star Investment Management Corp. 0.08% 124,000 $1.5M
13 Royce & Associates LP 0.07% 750,202 $9.0M
14 Numerai GP LLC 0.05% 51,692 $623K
15 Occudo Quantitative Strategies LP 0.05% 78,643 $948K
16 Diamond Hill Capital Management, LLC (Investment Advisor) 0.05% 489,704 $5.9M
17 Legato Capital Management LLC 0.04% 35,248 $425K
18 Algert Global LLC 0.03% 236,348 $2.8M
19 Empowered Funds, LLC 0.02% 310,242 $3.7M
20 Ritholtz Wealth Management 0.02% 104,293 $1.3M
21 Kemnay Advisory Services Inc. 0.02% 11,110 $134K
22 First Eagle Investment Management, LLC 0.01% 736,501 $8.9M
23 Hillsdale Investment Management Inc. 0.01% 53,300 $642K
24 L2 Asset Management, LLC 0.01% 10,258 $124K
25 Bailard, INC. 0.01% 37,900 $457K
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 — Concrete Pumping Hldgs Inc (BBCP)

What does the Smart Money Trend signal show for BBCP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BBCP 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 BBCP?

More buyers than sellers — 64% buying: Last quarter: 78 funds were net buyers (32 opened a brand new position + 46 added to an existing one). Only 43 were sellers (29 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBCP holders?

Elite ownership — 47% AUM from top-100 funds: 37 of 124 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in BBCP. 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 BBCP?

52% of holders stayed for 2+ years: 65 out of 126 hedge funds have held BBCP 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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