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Should You Buy Post Holdings Inc (POST)?

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Concerns over a shift in Fed’s easy monetary policy have hit several hedge funds hard during the third quarter. A number of sectors are in correction territory. More importantly, Russell 2000 ETF (IWM) underperformed the larger S&P 500 ETF (SPY) by more than 14 percentage points between June 25, 2015 and October 30, 2015. Hedge funds and institutional investors tracked by Insider Monkey usually invest a disproportionate amount of their portfolios in smaller cap stocks. We have been receiving indications that hedge funds were paring back their overall exposure and this is one of the factors behind the recent movements in the major indices. In this article, we will take a closer look at hedge fund sentiment towards Post Holdings Inc (NYSE:POST).

Is Post Holdings Inc (NYSE:POST) a good investment now? The smart money is turning bullish. The number of long hedge fund bets advanced by 13 in recent months. Post Holdings Inc (NYSE:POST) was in 41 hedge funds’ portfolios at the end of September. There were 28 hedge funds in our database with Post Holdings Inc (NYSE:POST) positions at the end of the previous quarter. At the end of this article, we will also compare Post Holdings Inc (NYSE:POST) to other stocks, including Sprouts Farmers Market Inc (NASDAQ:SFM), Two Harbors Investment Corp (NYSE:TWO), and Cleco Corporation (NYSE:CNL) to get a better sense of its popularity.

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Trade (POST) Now!

In the financial world, there are a lot of indicators stock traders put to use to analyze publicly traded companies. A couple of the most useful indicators are hedge fund and insider trading indicators. Our researchers have shown that, historically, those who follow the best picks of the top money managers can beat the market by a healthy margin (see the details here).

With all of this in mind, let’s check out the key action encompassing Post Holdings Inc (NYSE:POST).

How have hedgies been trading Post Holdings Inc (NYSE:POST)?

At the end of the third quarter, a total of 41 of the hedge funds tracked by Insider Monkey were long this stock, an increase of 46% from one quarter earlier. With hedge funds’ sentiment swirling, there exists an “upper tier” of key hedge fund managers who were upping their holdings considerably (or already accumulated large positions).

When looking at the institutional investors followed by Insider Monkey, Paulson & Co, managed by John Paulson, holds the number one position in Post Holdings Inc (NYSE:POST). Paulson & Co has a $219 million position in the stock, comprising 1.1% of its 13F portfolio. Sitting at the No. 2 spot is Blue Ridge Capital, led by John Griffin, holding a $153.4 million position; the fund has 1.8% of its 13F portfolio invested in the stock. Some other professional money managers that hold long positions comprise William Duhamel’s Route One Investment Company, and D E Shaw.

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