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
↓ -1
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — AVK

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (99% of max)

99% of all-time peak
107 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.
📶

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

fund count last 6Q
+18 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 — 61% buying

55 buying35 selling
Last quarter: 55 funds were net buyers (13 opened a brand new position + 42 added to an existing one). Only 35 were sellers (21 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 12 → 18 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
66 out of 107 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.
💰

Price up while funds trimmed (+22% value, -2% shares)

Value
+22%
Shares
-2%
Last quarter: total value of institutional AVK holdings rose +22% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

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

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 107 holders: 68 (64%) are 2+ year veterans, 15 entered 1–2 years ago, and 24 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
13 of 107 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — AVK

In 2026 Q2, 55 hedge funds were net buyers of AVK (13 opened a new position, 42 added to an existing one), while 35 reduced or exited (21 trimmed, 14 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in AVK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 107.

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

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AVK
2026 Q3 Stats Unlock in 44 days 107 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 108 -0.93%
13F Shares 12M 12M -2.3%
Total Value $127M $103M 22.28%
New Positions 13 18 -5
Increased Positions 42 33 +9
Closed Positions 14 8 +6
Reduced Positions 21 31 -10
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:
Top 25 AVK holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AVK 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 AVK?

More buyers than sellers — 61% buying: Last quarter: 55 funds were net buyers (13 opened a brand new position + 42 added to an existing one). Only 35 were sellers (21 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVK holders?

Strong quality — 24% AUM from major funds: 13 of 107 holders rank in the top 100 by AUM, accounting for 24% 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?

62% of holders stayed for 2+ years: 66 out of 107 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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