Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Amg River Road Small-Mid Cap V (ARIMX)

Q: Is it too late to buy Amg River Road Small-Mid Cap V (ARIMX) following the 2026 Q1 hedge fund 13F filings?

As of today, ARIMX has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +8.1%. Since the quarter end (March 31, 2026), ARIMX gained +7.2% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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

Net Flow Q/Q

↑ +1

Streak

1Q ▲

Buyers last Q

80%

Smart Money Signals — ARIMX

Based on 6 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ARIMX 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

6 hedge funds hold ARIMX 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.

📶

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

fund count last 6Q

+1 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.

🟢

More buyers than sellers — 80% buying

4 buying1 selling

Last quarter: 4 funds were net buyers (1 opened a brand new position + 3 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 0 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 17% new

4 out of 6 hedge funds have held ARIMX 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.

➡️

Steady discovery — ~1 new funds/quarter

0 → 0 → 0 → 0 → 1 new funds/Q

New funds entering each quarter: 0 → 0 → 0 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 67% veterans vs 17% newcomers

■ 67% veterans ■ 17% 1-2yr ■ 17% new

Entry-cohort mix of 6 holders: 4 (67%) are 2+ year veterans, 1 entered 1–2 years ago, and 1 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — ARIMX

In 2026 Q1, 4 hedge funds were net buyers of ARIMX (1 opened a new position, 3 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 80% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 6.

Hedge Fund Ownership: ARIMX

How many hedge funds hold ARIMX — quarterly history vs. share price

Quarterly hedge fund ownership of ARIMX vs. share price

Stock Performance

Real-time

Is It Too Late to Buy Amg River Road Small-Mid Cap V (ARIMX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARIMX has moved relative to its sector benchmark (SPY) 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 · 89d ago

ARIMX

+7.2%

SPY

+12.4%

ARIMX outperformed SPY by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago

ARIMX

+7.0%

SPY

-1.1%

Since the filing became public, ARIMX outperformed SPY by +8.1% .

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.

0 top-rated funds 0 high-conviction

Consensus

0.0

/ 10

breadth

Elite

0.7

/ 10

conviction

Hedge Fund Positioning: ARIMX

6 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	6	5	20.0%
13F Shares	3M	3M	2.18%
Total Value	$30M	$30M	0.54%
New Positions	1	0	+1
Increased Positions	3	2	+1
Closed Positions	0	0	-
Reduced Positions	1	1	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: ARIMX

Valuation Measures Data as of: --

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Financial Highlights

Profitability

Profit Margin	--
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Revenue (ttm)	--
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Institutional Holders (2026 Q1)

6 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 6 ARIMX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hemenway Trust Co LLC	1.44%	1,830,975	$17.9M
2	Dempze Nancy E	1.36%	252,648	$2.5M
3	Broderick Brian C	1.21%	673,406	$6.6M
4	Somerville Kurt F	0.67%	260,567	$2.5M
5	Elefante Mark B	0.37%	68,293	$668K
6	Delaney Dennis R	0.07%	20,245	$198K

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 — Amg River Road Small-Mid Cap V (ARIMX)

What does the Smart Money Trend signal show for ARIMX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ARIMX 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 ARIMX?

More buyers than sellers — 80% buying: Last quarter: 4 funds were net buyers (1 opened a brand new position + 3 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ARIMX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ARIMX?

67% of holders stayed for 2+ years: 4 out of 6 hedge funds have held ARIMX 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 Amg River Road Small-Mid Cap V (ARIMX) following the 2026 Q1 hedge fund 13F filings?

As of today, ARIMX has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +8.1%. Since the quarter end (March 31, 2026), ARIMX has gained +7.2% vs +12.4% for SPY. 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.