Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Farmers National Banc Corp (FMNB)

175 + Investors. Track Smart Money conviction in FMNB. 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
↓ -10
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — FMNB

Based on 175 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FMNB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
175 hedge funds hold FMNB 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
+37 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 — 61% buying

109 buying71 selling
Last quarter: 109 funds were net buyers (22 opened a brand new position + 87 added to an existing one). Only 71 were sellers (39 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 22 → 48 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 18% medium 29% new
92 out of 175 hedge funds have held FMNB 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

16 → 23 → 22 → 48 → 22 new funds/Q
New funds entering each quarter: 23 → 22 → 48 → 22. 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 — 57% veterans vs 31% newcomers

57% veterans 11% 1-2yr 31% new
Entry-cohort mix of 175 holders: 100 (57%) are 2+ year veterans, 20 entered 1–2 years ago, and 55 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
44 of 175 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in FMNB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — FMNB

In 2026 Q2, 109 hedge funds were net buyers of FMNB (22 opened a new position, 87 added to an existing one), while 71 reduced or exited (39 trimmed, 32 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 67% of total institutional value in FMNB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 175.

Hedge Fund Ownership: FMNB

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

Market Analysis: FMNB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMNB

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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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FMNB
175 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 175 185 -5.41%
13F Shares 25M 23M 7.82%
Total Value $363M $303M 19.63%
New Positions 22 48 -26
Increased Positions 87 94 -7
Closed Positions 32 22 +10
Reduced Positions 39 29 +10
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FMNB

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Institutional Holders (2026 Q2)

175 + investors

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

QUARTER:
Top 25 FMNB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Demming Financial Services Corp /Adv 0.56% 60,501 $883K
2 Teton Advisors, LLC 0.32% 37,800 $552K
3 Beese Fulmer Investment Management, INC. 0.30% 361,330 $5.3M
4 Raffles Associates LP 0.20% 15,000 $219K
5 Staley Capital Advisers Inc 0.14% 252,029 $3.7M
6 Mcdonald Partners LLC 0.13% 36,660 $535K
7 Riggs Asset Managment Co. Inc. 0.12% 47,749 $697K
8 Twelve Points Wealth Management LLC 0.12% 41,307 $603K
9 Keeler & Nadler Financial Planning & Wealth Management 0.10% 23,989 $350K
10 Bridgeway Capital Management, LLC 0.10% 379,711 $5.5M
11 Frazier Financial Advisors, LLC 0.09% 12,521 $183K
12 Odyssean, LLC 0.08% 31,899 $466K
13 Atom Investors LP 0.07% 51,797 $756K
14 Rodgers Brothers Inc. 0.06% 43,225 $631K
15 Trueblood Wealth Management, LLC 0.06% 11,638 $170K
16 Investment Partners, LTD. 0.05% 10,645 $155K
17 Stratos Investment Management, LLC 0.04% 82,049 $1.2M
18 WINTON GROUP Ltd 0.04% 76,774 $1.1M
19 Amarillo National Bank 0.03% 14,000 $204K
20 Godfrey Financial Associates, Inc. 0.03% 2,750 $40K
21 Inspire Investing, LLC 0.03% 46,542 $680K
22 Mirabella Financial Services LLP 0.03% 18,356 $268K
23 Susquehanna Fundamental Investments, LLC 0.02% 88,297 $1.3M
24 Hotchkis & Wiley Capital Management LLC 0.02% 504,386 $7.4M
25 Intellus Advisors LLC 0.02% 11,496 $168K
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 — Farmers National Banc Corp (FMNB)

What does the Smart Money Trend signal show for FMNB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FMNB 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 FMNB?

More buyers than sellers — 61% buying: Last quarter: 109 funds were net buyers (22 opened a brand new position + 87 added to an existing one). Only 71 were sellers (39 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FMNB holders?

Elite ownership — 67% AUM from top-100 funds: 44 of 175 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in FMNB. 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 FMNB?

53% of holders stayed for 2+ years: 92 out of 175 hedge funds have held FMNB 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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