Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Allianz Se (ALIZY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
33%

Smart Money Signals — ALIZY

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ALIZY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
24 funds currently hold this stock — 86% of the 3.0-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 33% buying

8 buying16 selling
Last quarter: 16 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 7 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 29% medium ■ 21% new
12 out of 24 hedge funds have held ALIZY 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.
💎

Buying through price weakness — shares +1%, value -38%

Value
-38%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -38%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~2 new funds/quarter

2 → 3 → 4 → 7 → 2 new funds/Q
New funds entering each quarter: 3 → 4 → 7 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 29% newcomers

■ 46% veterans ■ 25% 1-2yr ■ 29% new
Entry-cohort mix of 24 holders: 11 (46%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
2 of 24 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — ALIZY

In 2026 Q1, 8 hedge funds were net buyers of ALIZY (2 opened a new position, 6 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 33% buyer ratio, indicating net institutional distribution. 36% of total institutional value in ALIZY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: ALIZY

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

Market Analysis: ALIZY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALIZY

-- --

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

Is It Too Late to Buy Allianz Se (ALIZY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALIZY has moved relative to its sector benchmark (XLF) 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 · 79d ago
ALIZY
+9.1%
XLF
+9.5%

ALIZY outperformed XLF by -0.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ALIZY
+5.4%
XLF
+5.8%

Since the filing became public, ALIZY outperformed XLF by -0.4% .

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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ALIZY
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 28 -14.29%
13F Shares 465K 460K 1.1%
Total Value $13M $21M -38.38%
New Positions 2 7 -5
Increased Positions 6 10 -4
Closed Positions 6 1 +5
Reduced Positions 10 7 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALIZY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:
Top 21 ALIZY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ativo Capital Management LLC 1.51% 41,216 $1.7M
2 Enterprise Financial Services Corp 0.18% 8,680 $365K
3 Canopy Partners, LLC 0.12% 8,380 $352K
4 Calydon Capital 0.07% 10,310 $433K
5 CHICAGO TRUST Co NA 0.06% 9,061 $375K
6 GAMMA Investing LLC 0.04% 19,335 $813K
7 Sterling Capital Management LLC 0.02% 28,051 $1.2M
8 Paradigm Asset Management Co LLC 0.02% 2,211 $93K
9 Great Lakes Advisors, LLC 0.02% 52,283 $2.2M
10 Boyd Watterson Asset Management LLC/Oh 0.01% 1,025 $42K
11 Riverbridge Partners LLC 0.01% 6,903 $290K
12 Salomon & Ludwin, LLC 0.01% 1,585 $67K
13 Nbc Securities, INC. 0.01% 1,614 $67K
14 Diversified Trust Co 0.00% 5,416 $224K
15 Rhumbline Advisers 0.00% 103,005 $4.3M
16 Atlas Capital Advisors INC. 0.00% 593 $25K
17 Kohmann Bosshard Financial Services, LLC 0.00% 392 $16K
18 Ancora Advisors LLC 0.00% 1,054 $44K
19 IMA Advisory Services, Inc. 0.00% 130 $5K
20 PNC Financial Services Group, INC. 0.00% 9,157 $385K
21 First Command Advisory Services, Inc. 0.00% 25 $1K
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 — Allianz Se (ALIZY)

What does the Smart Money Trend signal show for ALIZY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ALIZY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ALIZY?

Heavy selling pressure — only 33% buying: Last quarter: 16 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for ALIZY holders?

Strong quality — 36% AUM from major funds: 2 of 24 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALIZY?

50% of holders stayed for 2+ years: 12 out of 24 hedge funds have held ALIZY 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 Allianz Se (ALIZY) following the 2026 Q1 hedge fund 13F filings?

As of today, ALIZY has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), ALIZY has gained +9.1% vs +9.5% for XLF. 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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