Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Distribution Solutions Grp I (DSGR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — DSGR

Based on 110 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 DSGR 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
110 hedge funds hold DSGR 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 — +24% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+24% 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.
🟡

Slight buying edge — 57% buying

62 buying46 selling
Last quarter: 62 funds bought or added vs 46 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.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new DSGR position: 12 → 17 → 14 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 28% new
49 out of 110 hedge funds have held DSGR 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

15 → 12 → 17 → 14 → 29 new funds/Q
New funds entering each quarter: 12 → 17 → 14 → 29. A growing number of institutions are discovering DSGR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 31% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 31% new
Entry-cohort mix of 115 holders: 55 (48%) are 2+ year veterans, 24 entered 1–2 years ago, and 36 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
34 of 110 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — DSGR

In 2026 Q1, 62 hedge funds were net buyers of DSGR (29 opened a new position, 33 added to an existing one), while 46 reduced or exited (27 trimmed, 19 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: DSGR

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

Market Analysis: DSGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSGR

-- --

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.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: DSGR
2026 Q2 Stats Unlock in 4 days 108 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 108 100 8.0%
13F Shares 43M 43M 0.07%
Total Value $1.25B $1.18B 5.95%
New Positions 27 14 +13
Increased Positions 33 27 +6
Closed Positions 19 9 +10
Reduced Positions 26 37 -11
Total Calls 2 0 100%
Total Puts 3 0 100%
PUT/CALL Ratio 1.5 0.0 Bearish

Statistics: DSGR

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 Q2)

108 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DSGR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Norwood Investment Partners, LP 5.87% 155,488 $4.3M
2 King Luther Capital Management Corp 5.21% 36,357,588 $1.27B
3 Agman Capital LLC 3.74% 217,133 $5.9M
4 Catawba River Capital 3.03% 247,874 $6.8M
5 Rangeley Capital, LLC 1.57% 63,000 $1.7M
6 Teton Advisors, LLC 1.42% 90,000 $2.5M
7 Highlander Partners, L.P. 0.79% 85,899 $2.3M
8 Nantahala Capital Management, LLC 0.45% 494,581 $13.5M
9 T3 Companies, LLC 0.35% 11,900 $325K
10 Schwartz Investment Counsel Inc 0.29% 317,047 $8.7M
11 Veradace Capital Management LLC 0.21% 10,000 $274K
12 Pingora Partners LLC 0.19% 11,800 $323K
13 KP Management LLC 0.16% 31,387 $858K
14 Eaton Financial Holdings Company, LLC 0.08% 11,192 $306K
15 Royce & Associates LP 0.08% 344,238 $9.4M
16 Gamco Investors, INC. Et Al 0.07% 277,245 $7.6M
17 Credit Industriel Et Commercial 0.06% 32,650 $893K
18 Inspire Investing, LLC 0.03% 25,004 $684K
19 Mirabella Financial Services LLP 0.02% 8,006 $219K
20 Gabelli Funds LLC 0.02% 104,000 $2.8M
21 XTX Topco Ltd 0.02% 49,843 $1.4M
22 Brighton Jones LLC 0.01% 22,258 $609K
23 ExodusPoint Capital Management, LP 0.01% 40,152 $1.1M
24 OMERS ADMINISTRATION Corp 0.01% 39,500 $1.1M
25 Americana Partners, LLC 0.01% 8,568 $234K
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 — Distribution Solutions Grp I (DSGR)

What does the Smart Money Trend signal show for DSGR?

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

Slight buying edge — 57% buying: Last quarter: 62 funds bought or added vs 46 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 DSGR holders?

Smaller funds dominant — 6% AUM from top-100: 34 of 110 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 DSGR?

45% of holders stayed for 2+ years: 49 out of 110 hedge funds have held DSGR 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.

Full history →