Smart Money Radar / Tickers / TSN

TSN Food, Beverage & Tobacco

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
608
of 884 total, index funds excluded
This quarter
+115
97 out
Conviction
2 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $15.9B held
FundValueNote
BlackRock, Inc. $1.6B
VANGUARD CAPITAL MANAGEMENT… $1.2B
PZENA INVESTMENT MANAGEMENT… $1.1B
VANGUARD PORTFOLIO MANAGEME… $988M
STATE STREET CORP $917M
Davis Selected Advisers $839M
AQR CAPITAL MANAGEMENT LLC $640M
GEODE CAPITAL MANAGEMENT, L… $486M
Invesco Ltd. $396M
WELLINGTON MANAGEMENT GROUP… $363M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.