Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Dividend Growe (CGDG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — CGDG

Based on 264 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGDG 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
264 hedge funds hold CGDG 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 — +74% more funds vs a year ago

fund count last 6Q
+112 new funds entered over the past year (+74% 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 buyers than sellers — 75% buying

199 buying65 selling
Last quarter: 199 funds were net buyers (44 opened a brand new position + 155 added to an existing one). Only 65 were sellers (41 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 34 → 44 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 14% conviction (2yr+) ■ 49% medium ■ 36% new
Only 38 funds (14%) 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.
📈

Growing discovery — still being found

38 → 42 → 34 → 44 → 44 new funds/Q
New funds entering each quarter: 42 → 34 → 44 → 44. A growing number of institutions are discovering CGDG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 56% of holders entered in last year

■ 11% veterans ■ 32% 1-2yr ■ 56% new
Of 264 current holders: 149 (56%) entered in the past year, only 30 (11%) 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.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
17 of 264 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CGDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — CGDG

In 2026 Q1, 199 hedge funds were net buyers of CGDG (44 opened a new position, 155 added to an existing one), while 65 reduced or exited (41 trimmed, 24 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in CGDG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 264.

Hedge Fund Ownership: CGDG

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

Market Analysis: CGDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGDG

-- --

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

Is It Too Late to Buy Capital Group Dividend Growe (CGDG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGDG 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 · 79d ago
CGDG
+5.2%
SPY
+13.9%

CGDG outperformed SPY by -8.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CGDG
+2.0%
SPY
+0.2%

Since the filing became public, CGDG outperformed SPY by +1.8% .

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.

11 top-rated funds 11 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: CGDG
262 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 262 244 7.38%
13F Shares 104M 95M 9.12%
Total Value $3.62B $3.39B 6.9%
New Positions 43 44 -1
Increased Positions 154 159 -5
Closed Positions 25 7 +18
Reduced Positions 41 24 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGDG

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Institutional Holders (2026 Q1)

262 + investors

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

QUARTER:
Top 25 CGDG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boyer Financial Services, Inc. 11.31% 297,169 $10.7M
2 RM Financial Services, LLC 9.52% 307,640 $11.0M
3 Entruity Wealth, LLC 5.28% 216,837 $7.8M
4 J. Derek Lewis & Associates Inc. 4.71% 563,341 $20.1M
5 Swisher Financial Concepts, Inc. 4.47% 222,399 $8.0M
6 Capital Group Private Client Services, Inc. 3.59% 5,937,518 $213.2M
7 Sweeney & Michel, LLC 3.13% 286,127 $10.7M
8 Confluence Wealth Services, Inc. 2.86% 2,056,892 $73.8M
9 BNB Wealth Management, LLC 2.83% 122,655 $4.4M
10 Merited Wealth, LLC 2.62% 88,108 $3.2M
11 Compton Financial Group, LLC 2.37% 299,323 $10.7M
12 NavPoint Financial, Inc. 2.34% 161,369 $5.8M
13 BlueChip Wealth Advisors LLC 2.25% 143,026 $5.1M
14 Onyx Bridge Wealth Group LLC 1.64% 424,066 $15.2M
15 Shira Ridge Wealth Management 1.59% 112,023 $4.0M
16 MFA Wealth Services 1.56% 65,653 $2.4M
17 National Wealth Management Group, LLC 1.45% 108,087 $3.9M
18 WealthCare Investment Partners, LLC 1.38% 139,160 $5.0M
19 Nautilus Advisors LLC 1.37% 55,569 $2.0M
20 Rothschild Investment LLC 1.24% 660,932 $23.7M
21 Seamount Financial Group Inc 1.21% 75,046 $2.7M
22 Founders Financial Alliance, LLC 1.16% 178,900 $6.4M
23 LongView Wealth Management 1.10% 116,955 $4.4M
24 January Capital Advisors LLC 0.91% 18,728 $672K
25 LifeGoal Investments, LLC 0.90% 43,596 $1.6M
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 — Capital Group Dividend Growe (CGDG)

What does the Smart Money Trend signal show for CGDG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGDG 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 CGDG?

More buyers than sellers — 75% buying: Last quarter: 199 funds were net buyers (44 opened a brand new position + 155 added to an existing one). Only 65 were sellers (41 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGDG holders?

Elite ownership — 56% AUM from top-100 funds: 17 of 264 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CGDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGDG?

Mostly new holders — 36% entered in last year: Only 38 funds (14%) 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.

Is it too late to buy Capital Group Dividend Growe (CGDG) following the 2026 Q1 hedge fund 13F filings?

As of today, CGDG has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), CGDG has gained +5.2% vs +13.9% 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.

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