Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hennessy Fds Tr (STNC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — STNC

Based on 22 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 STNC 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
22 hedge funds hold STNC 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 — +16% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+16% 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.
🟠

More sellers than buyers — 44% buying

8 buying10 selling
Last quarter: 10 funds reduced or exited vs 8 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 41% medium ■ 14% new
10 out of 22 hedge funds have held STNC 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.
➡️

Steady discovery — ~5 new funds/quarter

3 → 5 → 3 → 2 → 5 new funds/Q
New funds entering each quarter: 5 → 3 → 2 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 32% new entrants

■ 27% veterans ■ 41% 1-2yr ■ 32% new
Of 22 current holders: 6 (27%) held 2+ years, 9 held 1–2 years, 7 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 22 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — STNC

In 2026 Q1, 8 hedge funds were net buyers of STNC (5 opened a new position, 3 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: STNC

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

Market Analysis: STNC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STNC

-- --

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

Is It Too Late to Buy Hennessy Fds Tr (STNC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STNC has moved relative to its sector benchmark (SPY) 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 · 86d ago
STNC
+11.2%
SPY
+13.0%

STNC outperformed SPY by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
STNC
+7.4%
SPY
-0.5%

Since the filing became public, STNC outperformed SPY by +7.9% .

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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: STNC
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 20 10.0%
13F Shares 1M 1M 8.31%
Total Value $38M $34M 10.92%
New Positions 5 2 +3
Increased Positions 3 4 -1
Closed Positions 3 2 +1
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STNC

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Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 22 STNC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stance Capital LLC 7.26% 440,642 $15.0M
2 Robertson Stephens Wealth Management, LLC 0.44% 462,380 $15.7M
3 Horizon Financial Services, LLC 0.03% 2,248 $76K
4 Gts Securities LLC 0.03% 22,066 $749K
5 Ausdal Financial Partners, Inc. 0.03% 17,161 $583K
6 Nbc Securities, INC. 0.01% 4,880 $166K
7 Mesirow Financial Investment Management, Inc. 0.01% 10,000 $340K
8 Wealth Enhancement Advisory Services, LLC 0.00% 60,690 $2.1M
9 Golden State Wealth Management, LLC 0.00% 522 $18K
10 Hrt Financial LP 0.00% 7,436 $252K
11 Arax Advisory Partners 0.00% 588 $20K
12 Geneos Wealth Management Inc. 0.00% 656 $22K
13 Cetera Investment Advisers 0.00% 12,475 $424K
14 Commonwealth Equity Services, LLC 0.00% 6,000 $204K
15 LPL Financial LLC 0.00% 17,671 $600K
16 Cwm, LLC 0.00% 638 $22K
17 Osaic Holdings, INC. 0.00% 436 $15K
18 BlackRock, Inc. 0.00% 27,426 $931K
19 Morgan Stanley 0.00% 5,083 $173K
20 Fmr LLC 0.00% 3,694 $125K
21 Wells Fargo & Company/Mn 0.00% 748 $25K
22 UBS Group AG 0.00% 70 $2K
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 — Hennessy Fds Tr (STNC)

What does the Smart Money Trend signal show for STNC?

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

More sellers than buyers — 44% buying: Last quarter: 10 funds reduced or exited vs 8 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 STNC holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 22 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STNC?

45% of holders stayed for 2+ years: 10 out of 22 hedge funds have held STNC 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 Hennessy Fds Tr (STNC) following the 2026 Q1 hedge fund 13F filings?

As of today, STNC has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +7.9%. Since the quarter end (March 31, 2026), STNC has gained +11.2% vs +13.0% for SPY. 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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