GENESCO INC (GCO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy GENESCO INC (GCO) following the 2026 Q1 hedge fund 13F filings?

As of today, GCO has moved +11.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.3% for the XLY sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), GCO gained +32.7% vs +11.5% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

GENESCO INC (GCO)

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

Smart Money Signals — GCO

Based on 129 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added GCO 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 (96% of max)

96% of all-time peak

129 hedge funds hold GCO 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.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.

🟡

Slight buying edge — 54% buying

74 buying63 selling

Last quarter: 74 funds bought or added vs 63 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 (+22 vs last Q)

new funds entering per quarter

Funds opening a new GCO position: 16 → 22 → 11 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new

88 out of 129 hedge funds have held GCO 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

24 → 16 → 22 → 11 → 33 new funds/Q

New funds entering each quarter: 16 → 22 → 11 → 33. A growing number of institutions are discovering GCO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 8% 1-2yr ■ 17% new

Of 132 current holders: 100 (76%) 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 — 38% AUM from major funds

38% from top-100 AUM funds

38 of 129 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	129	118	9.32%
13F Shares	10M	10M	-2.79%
Total Value	$272M	$252M	8.05%
New Positions	33	11	+22
Increased Positions	41	37	+4
Closed Positions	22	22	-
Reduced Positions	40	47	-7
Total Calls	2	0	100%
Total Puts	3	2	50.0%
PUT/CALL Ratio	1.5	0.0	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

129

118

9.32%

13F Shares

10M

-2.79%

Total Value

$272M

$252M

8.05%

New Positions

+22

Increased Positions

Closed Positions

Reduced Positions

-7

Total Calls

100%

Total Puts

50.0%

PUT/CALL Ratio

1.5

0.0

Bearish

Institutional Holders (2026 Q1)

129 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of GCO — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fund 1 Investments, LLC	1.41%	425,310	$12.3M
2	KINGDON CAPITAL MANAGEMENT, L.L.C.	0.78%	244,000	$7.1M
3	SummerHaven Investment Management, LLC	0.55%	30,953	$897K
4	VIRTUS ADVISERS, LLC	0.28%	21,146	$613K
5	Shay Capital LLC	0.16%	67,300	$2.0M
6	PZENA INVESTMENT MANAGEMENT LLC	0.10%	1,080,582	$31.3M
7	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.10%	168,774	$4.9M
8	GWN SECURITIES INC.	0.07%	12,687	$368K
9	Ancora Advisors LLC	0.06%	104,800	$3.0M
10	Integrated Quantitative Investments LLC	0.06%	10,883	$315K
11	SILVER OAK SECURITIES, INCORPORATED	0.04%	18,688	$542K
12	ING GROEP NV	0.04%	210,000	$6.1M
13	Campbell & CO Investment Adviser LLC	0.03%	17,334	$503K
14	JACOBS LEVY EQUITY MANAGEMENT, INC	0.03%	216,138	$6.3M
15	State of Wyoming	0.03%	7,618	$221K
16	Numerai GP LLC	0.02%	8,119	$235K
17	Maven Securities LTD	0.02%	42,135	$1.2M
18	ACADIAN ASSET MANAGEMENT LLC	0.02%	441,737	$13K
19	MUFG Securities EMEA plc	0.02%	37,827	$1.1M
20	Susquehanna Portfolio Strategies, LLC	0.02%	37,746	$1.1M
21	Empowered Funds, LLC	0.02%	84,374	$2.4M
22	Investors Research Corp	0.01%	2,650	$77K
23	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.01%	300,000	$8.7M
24	XTX Topco Ltd	0.01%	25,675	$744K
25	NOMURA HOLDINGS INC	0.01%	159,602	$4.6M

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 — GENESCO INC (GCO)

What does the Smart Money Trend signal show for GCO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GCO 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 GCO?

Slight buying edge — 54% buying: Last quarter: 74 funds bought or added vs 63 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 GCO holders?

Strong quality — 38% AUM from major funds: 38 of 129 holders rank in the top 100 by AUM, accounting for 38% 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 GCO?

68% of holders stayed for 2+ years: 88 out of 129 hedge funds have held GCO 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 GENESCO INC (GCO) following the 2026 Q1 hedge fund 13F filings?

As of today, GCO has moved +11.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.3% for the XLY sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), GCO has gained +32.7% vs +11.5% for XLY. 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.

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GENESCO INC (GCO)

Smart Money Signals — GCO

Buying streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+22 vs last Q)

68% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 76% of holders stayed 2+ years

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — GCO

Hedge Fund Ownership: GCO

Market Analysis: GCO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GCO

Is It Too Late to Buy GENESCO INC (GCO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: GCO

Statistics: GCO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — GENESCO INC (GCO)

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