Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MOUNT LOGAN CAP INC (MLCI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
42%

Smart Money Signals — MLCI

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 2Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold MLCI right now — the highest count in 0.8 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.
🟠

More sellers than buyers — 42% buying

14 buying19 selling
Last quarter: 19 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.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -34%, value -71%

Value
-71%
Shares
-33%
Last quarter: funds added -34% more shares while total portfolio value only changed -71%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 28 current holders: 28 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
9 of 28 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — MLCI

In 2026 Q1, 14 hedge funds were net buyers of MLCI (10 opened a new position, 4 added to an existing one), while 19 reduced or exited (9 trimmed, 10 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in MLCI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 28.

Hedge Fund Ownership: MLCI

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

Market Analysis: MLCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MLCI

-- --

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

Is It Too Late to Buy MOUNT LOGAN CAP INC (MLCI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MLCI has moved relative to its sector benchmark (XLF) 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 · 55d ago
MLCI
-5.3%
XLF
+5.2%

MLCI outperformed XLF by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
MLCI
-1.7%
XLF
+1.6%

Since the filing became public, MLCI outperformed XLF by -3.3% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MLCI
28 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 28 -
13F Shares 2M 3M -33.51%
Total Value $7M $24M -71.15%
New Positions 10 12 -2
Increased Positions 4 4 -
Closed Positions 10 6 +4
Reduced Positions 9 8 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MLCI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

28 + investors

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

QUARTER:
Top 25 institutional holders of MLCI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JB CAPITAL PARTNERS LP 0.31% 503,680 $1.8M
2 FINANCIAL CONSULATE, INC 0.08% 174,957 $626K
3 Arbiter Partners Capital Management LLC 0.07% 35,505 $127K
4 Closed-End Fund Advisors, Inc. 0.07% 18,676 $67K
5 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.05% 218,904 $784K
6 Anson Funds Management LP 0.02% 77,964 $279K
7 SHUFRO ROSE & CO LLC 0.00% 10,000 $36K
8 HighTower Advisors, LLC 0.00% 281,324 $1.0M
9 Community Financial Services Group, LLC 0.00% 1,614 $6K
10 FIL Ltd 0.00% 197,397 $707K
11 MARSHALL WACE, LLP 0.00% 63,440 $227K
12 1832 Asset Management L.P. 0.00% 48,447 $173K
13 NATIONAL BANK OF CANADA /FI/ 0.00% 20,097 $70K
14 CITADEL ADVISORS LLC 0.00% 85,678 $307K
15 UBS Group AG 0.00% 22,277 $80K
16 GILL CAPITAL PARTNERS, LLC 0.00% 9 —
17 OSAIC HOLDINGS, INC. 0.00% 1,405 $5K
18 GOLDMAN SACHS GROUP INC 0.00% 17,576 $63K
19 Key FInancial Inc 0.00% 9 —
20 BlackRock, Inc. 0.00% 47,464 $170K
21 MORGAN STANLEY 0.00% 2,650 $9K
22 ROYAL BANK OF CANADA 0.00% 311 $1K
23 Allworth Financial LP 0.00% 1 —
24 Federation des caisses Desjardins du Quebec 0.00% 1 —
25 DANSKE BANK A/S 0.00% 1 —
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 — MOUNT LOGAN CAP INC (MLCI)

What does the Smart Money Trend signal show for MLCI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MLCI?

More sellers than buyers — 42% buying: Last quarter: 19 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 MLCI holders?

Strong quality — 23% AUM from major funds: 9 of 28 holders rank in the top 100 by AUM, accounting for 23% 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 MLCI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy MOUNT LOGAN CAP INC (MLCI) following the 2026 Q1 hedge fund 13F filings?

As of today, MLCI has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -3.3%. Since the quarter end (March 31, 2026), MLCI has gained -5.3% vs +5.2% for XLF. 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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