Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRILOGY METALS INC NEW (TMQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
6Q ▲
Buyers last Q
75%

Smart Money Signals — TMQ

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added TMQ 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
119 hedge funds hold TMQ 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 — +148% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+148% 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 — 75% buying

95 buying31 selling
Last quarter: 95 funds were net buyers (70 opened a brand new position + 25 added to an existing one). Only 31 were sellers (16 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+60 vs last Q)

new funds entering per quarter
Funds opening a new TMQ position: 16 → 12 → 10 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 52% new

■ 29% conviction (2yr+) ■ 18% medium ■ 52% new
Of the 119 current holders: 35 (29%) held >2 years, 22 held 1–2 years, and 62 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +218% but shares only +54% — price-driven

Value
+217%
Shares
+54%
Last quarter: the total dollar value of institutional holdings rose +218%, but actual share count only changed +54%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

13 → 16 → 12 → 10 → 70 new funds/Q
New funds entering each quarter: 16 → 12 → 10 → 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 — 56% of holders entered in last year

■ 40% veterans ■ 5% 1-2yr ■ 56% new
Of 126 current holders: 70 (56%) entered in the past year, only 50 (40%) 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.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
21 of 119 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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.

Hedge Fund Ownership: TMQ

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

Market Analysis: TMQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TMQ

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: TMQ
2026 Q1 Stats Unlock in 10 days 126 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 126 68 85.29%
13F Shares 74M 48M 54.43%
Total Value $319M $101M 217.68%
New Positions 71 10 +61
Increased Positions 35 31 +4
Closed Positions 16 7 +9
Reduced Positions 19 19 -
Total Calls 6 4 50.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 0.5 0.25 Bullish

Statistics: TMQ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

126 + investors

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

Top 25 institutional holders of TMQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 5.92% 6,754,500 $24.2M
2 Goehring & Rozencwajg Associates, LLC 0.33% 1,728,153 $6.2M
3 Targeted Financial Services LLC 0.15% 51,302 $184K
4 Legacy Capital Group California, Inc. 0.14% 103,311 $371K
5 Total Wealth Planning & Management, Inc. 0.12% 46,520 $167K
6 LEGACY CAPITAL WEALTH MANAGEMENT, LLC 0.09% 44,107 $158K
7 Fore Capital, LLC 0.08% 35,000 $126K
8 ALPS ADVISORS INC 0.03% 1,860,743 $6.7M
9 SPROTT INC. 0.01% 121,113 $435K
10 Cypress Wealth Services, LLC 0.01% 21,100 $76K
11 Pettinga Financial Advisors LLC 0.01% 15,221 $55K
12 SILVERLAKE WEALTH MANAGEMENT LLC 0.01% 12,244 $44K
13 JBF Capital, Inc. 0.01% 14,932 $54K
14 Avion Wealth 0.01% 7,870 —
15 Private Advisor Group, LLC 0.00% 203,800 $732K
16 Chicago Partners Investment Group LLC 0.00% 32,123 $148K
17 Longview Financial Advisors, Inc. 0.00% 1,329 $5K
18 PFG Investments, LLC 0.00% 15,265 $55K
19 World Investment Advisors 0.00% 42,408 $152K
20 AlTi Global, Inc. 0.00% 18,715 $67K
21 AdvisorNet Financial, Inc 0.00% 7,837 $28K
22 Leonteq Securities AG 0.00% 10,000 $36K
23 Parallel Advisors, LLC 0.00% 20,325 $73K
24 EXENCIAL WEALTH ADVISORS, LLC 0.00% 11,332 $41K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 973,854 $3.5M
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 — TRILOGY METALS INC NEW (TMQ)

What does the Smart Money Trend signal show for TMQ?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TMQ 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 TMQ?

More buyers than sellers — 75% buying: Last quarter: 95 funds were net buyers (70 opened a brand new position + 25 added to an existing one). Only 31 were sellers (16 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TMQ holders?

Smaller funds dominant — 4% AUM from top-100: 21 of 119 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TMQ?

Mixed — 29% long-term, 52% new: Of the 119 current holders: 35 (29%) held >2 years, 22 held 1–2 years, and 62 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.