Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lanzatech Global Inc (LNZA)

39 + Investors. Track Smart Money conviction in LNZA. 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
↑ +19
Streak
1Q ▲
Buyers last Q
87%

Smart Money Signals — LNZA

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LNZA 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.
🔻

Below peak — only 51% of 3.0Y high

51% of all-time peak
Only 39 funds hold LNZA today versus a peak of 76 funds at 2025 Q1 — just 51% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 34% fewer funds vs a year ago

fund count last 6Q
20 fewer hedge funds hold LNZA compared to a year ago (-34% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 87% buying

34 buying5 selling
Last quarter: 34 funds were net buyers (23 opened a brand new position + 11 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new LNZA position: 4 → 1 → 4 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 33% medium 18% new
19 out of 39 hedge funds have held LNZA 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.
💎

Buying through price weakness — shares +549%, value +178%

Value
+178%
Shares
+548%
Last quarter: funds added +549% more shares while total portfolio value only changed +178%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

17 → 4 → 1 → 4 → 23 new funds/Q
New funds entering each quarter: 4 → 1 → 4 → 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.
🏛️

Veteran-anchored — 62% veterans vs 13% newcomers

62% veterans 26% 1-2yr 13% new
Entry-cohort mix of 39 holders: 24 (62%) are 2+ year veterans, 10 entered 1–2 years ago, and 5 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
19 of 39 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — 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 — LNZA

In 2026 Q2, 34 hedge funds were net buyers of LNZA (23 opened a new position, 11 added to an existing one), while 5 reduced or exited (1 trimmed, 4 sold completely) — a 87% buyer ratio, indicating clear institutional accumulation. 36% of total institutional value in LNZA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: LNZA

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

Market Analysis: LNZA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LNZA

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: LNZA
39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 20 95.0%
13F Shares 2M 332K 548.76%
Total Value $15M $5M 178.14%
New Positions 23 4 +19
Increased Positions 11 5 +6
Closed Positions 4 4 -
Reduced Positions 1 4 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LNZA

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Financial Highlights

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
Top 25 LNZA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Highbridge Capital Management LLC 0.08% 458,904 $3.1M
2 Novo Holdings A/S 0.06% 158,148 $1.1M
3 Polar Asset Management Partners Inc. 0.03% 247,945 $1.7M
4 XTX Topco Ltd 0.00% 13,226 $90K
5 SBI Securities Co., Ltd. 0.00% 3,029 $21K
6 Alliancebernstein L.P. 0.00% 42,320 $678K
7 Tower Research Capital LLC (TRC) 0.00% 1,118 $8K
8 Citadel Advisors LLC 0.00% 194,460 $1.3M
9 Millennium Management LLC 0.00% 52,131 $356K
10 New York State Common Retirement Fund 0.00% 13,800 $94K
11 Vanguard Capital Management LLC 0.00% 453,019 $3.1M
12 Vanguard Fiduciary Trust Co 0.00% 32,248 $220K
13 Skandinaviska Enskilda Banken AB (publ) 0.00% 182 $1K
14 BlackRock, Inc. 0.00% 255,164 $1.7M
15 Ameritas Investment Partners, Inc. 0.00% 142
16 Nisa Investment Advisors, LLC 0.00% 1,135 $8K
17 UBS Group AG 0.00% 10,785 $74K
18 Goldman Sachs Group Inc 0.00% 12,250 $84K
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 721 $5K
20 Caitong International Asset Management Co., Ltd 0.00% 6
21 Rhumbline Advisers 0.00% 1,028 $7K
22 Vanguard Portfolio Management LLC 0.00% 10,465 $71K
23 Barclays plc 0.00% 1,779 $12K
24 Morgan Stanley 0.00% 6,432 $44K
25 BNP Paribas Financial Markets 0.00% 896 $6K
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 — Lanzatech Global Inc (LNZA)

What does the Smart Money Trend signal show for LNZA?

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

More buyers than sellers — 87% buying: Last quarter: 34 funds were net buyers (23 opened a brand new position + 11 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LNZA holders?

Strong quality — 36% AUM from major funds: 19 of 39 holders rank in the top 100 by AUM, accounting for 36% 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 LNZA?

49% of holders stayed for 2+ years: 19 out of 39 hedge funds have held LNZA 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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