Stock Analysis
Data Source: SEC EDGAR 13F
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MANAGER DIRECTED PORTFOLIOS (SWP)

6 + Investors. Track Smart Money conviction in SWP. 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
↑ +2
Streak
1Q ▲
Buyers last Q
83%

Smart Money Signals — SWP

Based on 6 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 SWP 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.
📊

High ownership — 86% of 1.8Y peak

86% of all-time peak
6 funds currently hold this stock — 86% of the 1.8-year high of 7 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+50% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 83% buying

5 buying1 selling
Last quarter: 5 funds were net buyers (2 opened a brand new position + 3 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

0% conviction (2yr+) 50% medium 50% 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 +705%, value +671%

Value
+670%
Shares
+704%
Last quarter: funds added +705% more shares while total portfolio value only changed +671%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

2 → 2 → 4 → 2 → 2 new funds/Q
New funds entering each quarter: 2 → 4 → 2 → 2. SWP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 50% new entrants

0% veterans 50% 1-2yr 50% new
Of 6 current holders: 0 (0%) held 2+ years, 3 held 1–2 years, 3 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — SWP

In 2026 Q1, 5 hedge funds were net buyers of SWP (2 opened a new position, 3 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 83% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 6.

Hedge Fund Ownership: SWP

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

Market Analysis: SWP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWP

-- --

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

Is It Too Late to Buy MANAGER DIRECTED PORTFOLIOS (SWP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SWP 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 · 59d ago
SWP
+8.4%
SPY
+16.0%

SWP outperformed SPY by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
SWP
+1.6%
SPY
+2.1%

Since the filing became public, SWP outperformed SPY by -0.5% .

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SWP
6 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 6 4 50.0%
13F Shares 6M 691K 704.72%
Total Value $148M $19M 670.57%
New Positions 2 2 -
Increased Positions 3 1 +2
Closed Positions 0 5 -5
Reduced Positions 1 1 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWP

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Institutional Holders (2026 Q1)

6 + investors

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

QUARTER:
Top 6 institutional holders of SWP — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BRIAN LOW FINANCIAL GROUP, LLC 12.81% 708,588 $18.8M
2 Strategic Wealth Partners, Ltd. 8.88% 4,817,989 $128.2M
3 MML INVESTORS SERVICES, LLC 0.00% 23,457 $624K
4 ASSETMARK, INC 0.00% 1,072 $29K
5 JANE STREET GROUP, LLC 0.00% 9,696 $258K
6 UBS Group AG 0.00% 125 $3K
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 — MANAGER DIRECTED PORTFOLIOS (SWP)

What does the Smart Money Trend signal show for SWP?

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

More buyers than sellers — 83% buying: Last quarter: 5 funds were net buyers (2 opened a brand new position + 3 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SWP holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWP?

Mostly new holders — 50% 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 MANAGER DIRECTED PORTFOLIOS (SWP) following the 2026 Q1 hedge fund 13F filings?

As of today, SWP has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.1% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), SWP has gained +8.4% vs +16.0% 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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