Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OUTFRONT MEDIA INC (OUT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — OUT

Based on 331 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added OUT 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 (100% of max)

100% of all-time peak
331 hedge funds hold OUT 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 — +29% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+29% 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

201 buying130 selling
Last quarter: 201 funds were net buyers (70 opened a brand new position + 131 added to an existing one). Only 130 were sellers (94 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new OUT position: 34 → 35 → 64 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 2% conviction (2yr+) ■ 62% medium ■ 36% new
Only 8 funds (2%) 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.
🚀

Acceleration phase — new buyers rushing in

242 → 34 → 35 → 64 → 70 new funds/Q
New funds entering each quarter: 34 → 35 → 64 → 70. 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.
🌱

Early stage — 93% of holders entered in last year

■ 4% veterans ■ 3% 1-2yr ■ 93% new
Of 334 current holders: 311 (93%) entered in the past year, only 12 (4%) 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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
54 of 331 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in OUT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — OUT

In 2026 Q1, 201 hedge funds were net buyers of OUT (70 opened a new position, 131 added to an existing one), while 130 reduced or exited (94 trimmed, 36 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in OUT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 331.

Hedge Fund Ownership: OUT

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

Market Analysis: OUT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OUT

-- --

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

Is It Too Late to Buy OUTFRONT MEDIA INC (OUT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OUT has moved relative to its sector benchmark (XLRE) 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
OUT
+46.7%
XLRE
+7.6%

OUT outperformed XLRE by +39.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
OUT
+5.8%
XLRE
+1.6%

Since the filing became public, OUT outperformed XLRE by +4.2% .

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.

27 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: OUT
331 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 331 297 11.45%
13F Shares 180M 184M -2.36%
Total Value $4.08B $4.43B -7.72%
New Positions 70 64 +6
Increased Positions 129 107 +22
Closed Positions 36 34 +2
Reduced Positions 93 102 -9
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: OUT

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Financial Highlights

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Institutional Holders (2026 Q1)

331 + investors

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

QUARTER:
Top 25 institutional holders of OUT — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Providence Equity Partners L.L.C. 41.80% 8,913,813 $236.2M
2 Fivespan Partners, LP 19.48% 2,774,690 $73.5M
3 Land & Buildings Investment Management, LLC 3.83% 854,194 $22.6M
4 GRS Advisors, LLC 3.38% 1,290,414 $34.2M
5 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.28% 3,133,027 $83.0M
6 Barnett & Company, Inc. 2.00% 97,300 $2.6M
7 Benchstone Capital Management LP 1.82% 590,029 $15.6M
8 WESTCO ADVISORY SERVICES INC /ADV 1.27% 74,410 $2.0M
9 HEITMAN REAL ESTATE SECURITIES LLC 1.05% 553,689 $14.7M
10 Uniplan Investment Counsel, Inc. 1.05% 387,143 $10.3M
11 ZWJ INVESTMENT COUNSEL INC 1.05% 1,100,754 $29.2M
12 COHEN & STEERS, INC. 0.99% 21,519,564 $570K
13 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 0.75% 850,000 $22.5M
14 Pensionfund Sabic 0.70% 21,808 —
15 Pensionfund PDN 0.65% 42,617 $1K
16 J. Goldman & Co LP 0.56% 725,278 $19.2M
17 Advisors Capital Management, LLC 0.54% 1,758,352 $46.6M
18 1620 INVESTMENT ADVISORS, INC. 0.40% 22,540 $597K
19 Dockside LLC 0.39% 58,932 $1.6M
20 BTC Capital Management, Inc. 0.35% 193,136 $5.1M
21 Convergence Investment Partners, LLC 0.34% 78,004 $2.1M
22 Diversify Advisory Services, LLC 0.30% 65,121 $2.0M
23 Fortis Group Advisors, LLC 0.30% 58,556 $1.8M
24 Bridgefront Capital, LLC 0.28% 41,870 $1.1M
25 PURSUE WEALTH PARTNERS LLC 0.27% 17,252 $457K
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 — OUTFRONT MEDIA INC (OUT)

What does the Smart Money Trend signal show for OUT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added OUT 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 OUT?

More buyers than sellers — 61% buying: Last quarter: 201 funds were net buyers (70 opened a brand new position + 131 added to an existing one). Only 130 were sellers (94 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OUT holders?

Elite ownership — 40% AUM from top-100 funds: 54 of 331 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in OUT. 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 OUT?

Mostly new holders — 36% entered in last year: Only 8 funds (2%) 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 OUTFRONT MEDIA INC (OUT) following the 2026 Q1 hedge fund 13F filings?

As of today, OUT has moved +5.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLRE sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), OUT has gained +46.7% vs +7.6% for XLRE. 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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