Stock Analysis

INVESTMENT MANAGERS SER TR I (APPX)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
58%

Smart Money Signals — APPX

Based on 14 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 3Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
14 hedge funds hold this stock right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
🟡

Slight buying edge — 58% buying

14 buying10 selling
Last quarter: 14 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 71% entered in last year

7% conviction (2yr+) 21% medium 71% new
Only 1 funds (7%) 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 +134%, value -44%

Value
-43%
Shares
+133%
Last quarter: funds added +134% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

6 → 11 → 8 new funds/Q
New funds entering each quarter: 6 → 11 → 8. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🌱

Early stage — 95% of holders entered in last year

5% veterans 0% 1-2yr 95% new
Of 21 current holders: 20 (95%) entered in the past year, only 1 (5%) 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.

Strong quality — 21% from major AUM funds

21% from top-100 AUM funds
3 of 14 current holders rank in the top 100 by AUM. A meaningful share of the ownership base comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Hedge Fund Ownership: APPX

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

Market Analysis: APPX

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APPX

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Hedge Fund Positioning: APPX
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: APPX

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed