Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advent Conv & Income Fd (AVK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — AVK

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added AVK 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
108 hedge funds hold AVK 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 — +26% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 57% buying

51 buying39 selling
Last quarter: 51 funds bought or added vs 39 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AVK position: 9 → 12 → 12 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
66 out of 108 hedge funds have held AVK 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 -5%, value -89%

Value
-88%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -89%. 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

13 → 9 → 12 → 12 → 18 new funds/Q
New funds entering each quarter: 9 → 12 → 12 → 18. A growing number of institutions are discovering AVK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 108 holders: 66 (61%) are 2+ year veterans, 15 entered 1–2 years ago, and 27 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
13 of 108 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — AVK

In 2026 Q1, 51 hedge funds were net buyers of AVK (18 opened a new position, 33 added to an existing one), while 39 reduced or exited (31 trimmed, 8 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in AVK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: AVK

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

Market Analysis: AVK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVK

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AVK
2026 Q2 Stats Unlock in 1 days 107 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 107 98 9.18%
13F Shares 12M 13M -5.04%
Total Value $103M $912M -88.66%
New Positions 17 12 +5
Increased Positions 33 32 +1
Closed Positions 8 7 +1
Reduced Positions 31 27 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVK

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Institutional Holders (2026 Q2)

107 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AVK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fca Corp /Tx 0.82% 254,832 $3.3M
2 PMG Family Office LLC 0.47% 39,171 $513K
3 Koshinski Asset Management, Inc. 0.34% 481,591 $6.3M
4 Sage Capital Management, LLC 0.19% 36,200 $474K
5 Advisors Asset Management, Inc. 0.16% 777,357 $10.2M
6 Formidable Asset Management, LLC 0.13% 73,901 $825K
7 Shaker Financial Services, LLC 0.12% 29,979 $393K
8 Centurion Wealth Management LLC 0.10% 32,815 $430K
9 Melfa Wealth Management, INC. 0.10% 13,802 $181K
10 Cyndeo Wealth Partners, LLC 0.09% 153,126 $2.0M
11 Twelve Points Wealth Management LLC 0.09% 34,785 $456K
12 Absolute Investment Advisers, LLC 0.09% 68,584 $898K
13 NWF Advisory Services Inc. 0.08% 67,113 $879K
14 Guggenheim Capital LLC 0.07% 801,115 $10.5M
15 Heron Bay Capital Management 0.05% 42,823 $561K
16 Windsor Capital Management, LLC 0.05% 14,712 $193K
17 MeadowBrook Investment Advisors LLC 0.05% 4,705 $62K
18 Quarry LP 0.05% 44,322 $581K
19 Tactive Advisors, LLC 0.05% 14,172 $186K
20 Logan Stone Capital, LLC 0.04% 15,892 $208K
21 Wolverine Asset Management LLC 0.04% 361,758 $4.7M
22 High Net Worth Advisory Group LLC 0.04% 13,911 $182K
23 International Assets Investment Management, LLC 0.04% 47,636 $622K
24 Encompass More Asset Management 0.03% 14,547 $191K
25 PFG Investments, LLC 0.03% 50,298 $659K
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 — Advent Conv & Income Fd (AVK)

What does the Smart Money Trend signal show for AVK?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added AVK 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 AVK?

Slight buying edge — 57% buying: Last quarter: 51 funds bought or added vs 39 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.

What is the fund quality score for AVK holders?

Strong quality — 26% AUM from major funds: 13 of 108 holders rank in the top 100 by AUM, accounting for 26% 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 AVK?

61% of holders stayed for 2+ years: 66 out of 108 hedge funds have held AVK 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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