Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLUE FOUNDRY BANCORP (BLFY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — BLFY

Based on 107 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BLFY 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
107 hedge funds hold BLFY 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 — +35% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+35% 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 — 60% buying

64 buying43 selling
Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 43 were sellers (25 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 27 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 21% medium ■ 36% new
46 out of 107 hedge funds have held BLFY 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.
🚀

Acceleration phase — new buyers rushing in

6 → 7 → 7 → 27 → 23 new funds/Q
New funds entering each quarter: 7 → 7 → 27 → 23. 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.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 13% 1-2yr ■ 39% new
Of 108 current holders: 52 (48%) 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.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
32 of 107 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — BLFY

In 2026 Q1, 64 hedge funds were net buyers of BLFY (23 opened a new position, 41 added to an existing one), while 43 reduced or exited (25 trimmed, 18 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in BLFY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: BLFY

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

Market Analysis: BLFY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLFY

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BLFY
107 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 107 102 4.9%
13F Shares 12M 10M 24.74%
Total Value $137M $120M 13.63%
New Positions 23 27 -4
Increased Positions 40 24 +16
Closed Positions 18 5 +13
Reduced Positions 25 37 -12
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BLFY

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Institutional Holders (2026 Q1)

107 + investors

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

QUARTER:
Top 25 institutional holders of BLFY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GARDNER LEWIS ASSET MANAGEMENT L P 2.92% 1,018,887 $13.5M
2 Chicago Capital Management, LLC 1.20% 146,012 $1.5M
3 First Trust Capital Management L.P. 0.70% 1,004,006 $13.3M
4 GLAZER CAPITAL, LLC 0.48% 1,719,910 $23K
5 Yakira Capital Management, Inc. 0.36% 91,649 $1.2M
6 ABC ARBITRAGE SA 0.35% 200,781 $2.7M
7 PRELUDE CAPITAL MANAGEMENT, LLC 0.34% 333,785 $4.4M
8 Essex Financial Services, Inc. 0.24% 321,281 $4.3M
9 MANGROVE PARTNERS IM, LLC 0.21% 198,659 $2.6M
10 Odyssean, LLC 0.21% 43,354 $574K
11 OXFORD ASSET MANAGEMENT LLP 0.21% 36,532 $484K
12 Round Hill Asset Management 0.21% 23,758 $315K
13 FARLEY CAPITAL L.P. 0.12% 11,263 $149K
14 WITTENBERG INVESTMENT MANAGEMENT, INC. 0.09% 18,195 $241K
15 PenderFund Capital Management Ltd. 0.05% 25,796 $342K
16 WATER ISLAND CAPITAL LLC 0.05% 35,658 $472K
17 Murchinson Ltd. 0.03% 18,800 $249K
18 ODDO BHF ASSET MANAGEMENT SAS 0.03% 50,964 $674K
19 SUMMIT SECURITIES GROUP LLC 0.02% 9,953 $132K
20 Virtu Financial LLC 0.01% 15,723 —
21 RENAISSANCE TECHNOLOGIES LLC 0.01% 338,400 $4.5M
22 CWA Asset Management Group, LLC 0.01% 13,000 $172K
23 OMERS ADMINISTRATION Corp 0.01% 64,800 $858K
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 20,000 $265K
25 XTX Topco Ltd 0.00% 20,031 $265K
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 — BLUE FOUNDRY BANCORP (BLFY)

What does the Smart Money Trend signal show for BLFY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BLFY 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 BLFY?

More buyers than sellers — 60% buying: Last quarter: 64 funds were net buyers (23 opened a brand new position + 41 added to an existing one). Only 43 were sellers (25 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BLFY holders?

Strong quality — 28% AUM from major funds: 32 of 107 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BLFY?

43% of holders stayed for 2+ years: 46 out of 107 hedge funds have held BLFY 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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