Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FARMER BROS CO (FARM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — FARM

Based on 36 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 FARM 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 — 71% of 3.0Y peak

71% of all-time peak
36 funds currently hold this stock — 71% of the 3.0-year high of 51 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 28% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold FARM compared to a year ago (-28% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

14 buying21 selling
Last quarter: 21 funds reduced or exited vs 14 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FARM position: 5 → 6 → 2 → 8. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
23 out of 36 hedge funds have held FARM 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.
➡️

Steady discovery — ~8 new funds/quarter

7 → 5 → 6 → 2 → 8 new funds/Q
New funds entering each quarter: 5 → 6 → 2 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 8% 1-2yr ■ 22% new
Of 37 current holders: 26 (70%) 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.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 36 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — FARM

In 2026 Q1, 14 hedge funds were net buyers of FARM (8 opened a new position, 6 added to an existing one), while 21 reduced or exited (12 trimmed, 9 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: FARM

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

Market Analysis: FARM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FARM

-- --

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

Is It Too Late to Buy FARMER BROS CO (FARM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FARM has moved relative to its sector benchmark (XLP) 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 · 51d ago
FARM
+1.1%
XLP
+4.3%

FARM outperformed XLP by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
FARM
+-0.0%
XLP
+1.0%

Since the filing became public, FARM outperformed XLP by -1.0% .

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
0.3
/ 10
conviction
Hedge Fund Positioning: FARM
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 37 -2.7%
13F Shares 8M 7M 12.33%
Total Value $10M $11M -2.17%
New Positions 8 2 +6
Increased Positions 6 9 -3
Closed Positions 9 7 +2
Reduced Positions 12 11 +1
Total Calls 1 3 -66.67%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: FARM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:
Top 25 institutional holders of FARM — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 22NW, LP 1.70% 1,955,526 $2.5M
2 JCP Investment Management, LLC 0.83% 979,650 $1.2M
3 Beryl Capital Management LLC 0.39% 336,725 $428K
4 Capital Asset Managemnet, LLC 0.06% 37,706 $55K
5 ODDO BHF ASSET MANAGEMENT SAS 0.05% 1,075,000 $1.4M
6 Teton Advisors, LLC 0.02% 22,000 $28K
7 GAMCO INVESTORS, INC. ET AL 0.01% 936,500 $1.2M
8 Global Wealth Management Investment Advisory, Inc. 0.00% 24,508 $31K
9 Game Plan Financial Advisors, LLC 0.00% 6,754 $9K
10 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.00% 155,000 $197K
11 GABELLI FUNDS LLC 0.00% 227,500 $289K
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 66,147 $84K
13 FOUNDERS FINANCIAL SECURITIES LLC 0.00% 15,000 $19K
14 RENAISSANCE TECHNOLOGIES LLC 0.00% 515,577 $655K
15 XTX Topco Ltd 0.00% 17,673 $22K
16 HRT FINANCIAL LP 0.00% 20,622 $26K
17 VANGUARD FIDUCIARY TRUST CO 0.00% 103,549 $132K
18 Tower Research Capital LLC (TRC) 0.00% 837 $1K
19 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 704,185 $894K
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 99,514 $126K
21 Blue Trust, Inc. 0.00% 925 $1K
22 UBS Group AG 0.00% 60,416 $77K
23 CITADEL ADVISORS LLC 0.00% 42,369 $54K
24 BlackRock, Inc. 0.00% 217,586 $276K
25 CITADEL ADVISORS LLC 0.00% 21,400 $27K
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 — FARMER BROS CO (FARM)

What does the Smart Money Trend signal show for FARM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FARM 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 FARM?

More sellers than buyers — 40% buying: Last quarter: 21 funds reduced or exited vs 14 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 FARM holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 36 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FARM?

64% of holders stayed for 2+ years: 23 out of 36 hedge funds have held FARM 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 FARMER BROS CO (FARM) following the 2026 Q1 hedge fund 13F filings?

As of today, FARM has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the XLP sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), FARM has gained +1.1% vs +4.3% for XLP. 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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