Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (ASEA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — ASEA

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
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
30 hedge funds hold ASEA 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.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

9 buying12 selling
Last quarter: 12 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 10 → 6 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 23% medium ■ 30% new
14 out of 30 hedge funds have held ASEA 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.
⚠️

Saturation — most institutions already know this story

2 → 2 → 10 → 6 → 1 new funds/Q
New funds entering each quarter: 2 → 10 → 6 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 43% veterans vs 37% newcomers

■ 43% veterans ■ 20% 1-2yr ■ 37% new
Entry-cohort mix of 30 holders: 13 (43%) are 2+ year veterans, 6 entered 1–2 years ago, and 11 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
6 of 29 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — ASEA

In 2026 Q2, 9 hedge funds were net buyers of ASEA (1 opened a new position, 8 added to an existing one), while 12 reduced or exited (11 trimmed, 1 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 30.

Hedge Fund Ownership: ASEA

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

Market Analysis: ASEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ASEA

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: ASEA
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 30 -3.33%
13F Shares 2M 2M -10.08%
Total Value $30M $33M -9.06%
New Positions 1 6 -5
Increased Positions 8 16 -8
Closed Positions 1 4 -3
Reduced Positions 11 5 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ASEA

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 ASEA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boothe Investment Group, Inc. 4.66% 755,042 $14.8M
2 Bravera Wealth 0.63% 83,606 $1.6M
3 Barry Investment Advisors, LLC 0.36% 86,932 $1.7M
4 Es4, LLC 0.34% 33,130 $650K
5 Corecam Pte. Ltd. 0.31% 41,570 $815K
6 Moneco Advisors, LLC 0.03% 27,091 $531K
7 Old Mission Capital LLC 0.01% 43,478 $853K
8 Fourth Dimension Wealth, LLC 0.01% 1,952 $38K
9 4Thought Financial Group Inc. 0.01% 1,248 $24K
10 TFC Financial Management, Inc. 0.00% 1,397 $27K
11 Cetera Investment Advisers 0.00% 143,690 $2.8M
12 Ieq Capital, LLC 0.00% 26,835 $526K
13 TD Waterhouse Canada Inc. 0.00% 16,150 $314K
14 EFG International AG 0.00% 2,150 $42K
15 Go Invest LLC 0.00% 156 $3K
16 Farther Finance Advisors, LLC 0.00% 3,036 $60K
17 Private Trust Co NA 0.00% 209 $4K
18 Royal Bank of Canada 0.00% 80,959 $1.6M
19 Bogart Wealth, LLC 0.00% 347 $7K
20 Raymond James Financial Inc 0.00% 24,063 $472K
21 Hollencrest Capital Management 0.00% 100 $2K
22 Jane Street Group, LLC 0.00% 60,268 $1.2M
23 LPL Financial LLC 0.00% 20,985 $412K
24 Osaic Holdings, INC. 0.00% 2,648 $52K
25 Bank of America Corp /de/ 0.00% 44,048 $864K
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 — Global X Fds (ASEA)

What does the Smart Money Trend signal show for ASEA?

No change last quarter: 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.

What is the institutional breadth score for ASEA?

More sellers than buyers — 43% buying: Last quarter: 12 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ASEA holders?

Smaller funds dominant — 11% AUM from top-100: 6 of 29 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ASEA?

47% of holders stayed for 2+ years: 14 out of 30 hedge funds have held ASEA 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.

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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