Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group International (CGIE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — CGIE

Based on 178 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGIE 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
178 hedge funds hold CGIE 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 — +53% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+53% 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 — 70% buying

117 buying49 selling
Last quarter: 117 funds were net buyers (32 opened a brand new position + 85 added to an existing one). Only 49 were sellers (38 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new CGIE position: 18 → 38 → 19 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 39% entered in last year

■ 19% conviction (2yr+) ■ 43% medium ■ 39% new
Only 33 funds (19%) 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.
➡️

Steady discovery — ~32 new funds/quarter

34 → 18 → 38 → 19 → 32 new funds/Q
New funds entering each quarter: 18 → 38 → 19 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

■ 19% veterans ■ 23% 1-2yr ■ 58% new
Of 178 current holders: 103 (58%) entered in the past year, only 34 (19%) 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 — 58% AUM from top-100 funds

58% from top-100 AUM funds
17 of 178 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CGIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — CGIE

In 2026 Q2, 117 hedge funds were net buyers of CGIE (32 opened a new position, 85 added to an existing one), while 49 reduced or exited (38 trimmed, 11 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in CGIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 178.

Hedge Fund Ownership: CGIE

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

Market Analysis: CGIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGIE

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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.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: CGIE
178 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 178 157 13.38%
13F Shares 48M 42M 14.84%
Total Value $1.73B $1.39B 24.42%
New Positions 32 19 +13
Increased Positions 85 91 -6
Closed Positions 11 14 -3
Reduced Positions 38 26 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGIE

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Institutional Holders (2026 Q2)

178 + investors

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

QUARTER:
Top 25 CGIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Freedom Financial Partners LLC 5.77% 481,888 $17.7M
2 Mendota Financial Group, LLC 4.14% 181,524 $6.7M
3 StrongBox Wealth, LLC 3.98% 380,063 $14.0M
4 Sweeney & Michel, LLC 3.52% 350,716 $13.4M
5 Venturi Wealth Management, LLC 2.56% 1,795,643 $66.0M
6 Equity Wealth Partners, LLC 2.40% 181,307 $6.7M
7 LVW Advisors, LLC 2.11% 662,732 $24.4M
8 Evernest Financial Advisors, LLC 2.08% 269,804 $9.9M
9 Greykasell Wealth Strategies, Inc. 1.81% 135,930 $5.0M
10 Barnes Pettey Financial Advisors, LLC 1.67% 145,250 $5.3M
11 Roehl & Yi Investment Advisors, LLC 1.60% 132,491 $4.9M
12 Wisconsin Wealth Advisors, LLC 1.23% 39,055 $1.4M
13 Walleye Partners, LLC 1.13% 26,993 $993K
14 BlackDiamond Wealth Management, LLC 0.95% 61,820 $2.4M
15 Stonebridge Financial Group, LLC 0.90% 323,726 $11.9M
16 Linscomb Wealth, Inc. 0.88% 550,558 $20.2M
17 Capital Group Private Client Services, Inc. 0.74% 1,417,845 $52.1M
18 Trueblood Wealth Management, LLC 0.70% 54,565 $2.0M
19 Bill Few Associates, Inc. 0.69% 88,661 $3.3M
20 Johnson Bixby & Associates, LLC 0.63% 153,507 $5.6M
21 Burton Enright Welch 0.62% 142,416 $5.2M
22 Security Financial Services, INC. 0.54% 106,497 $3.9M
23 KWB Wealth 0.54% 170,414 $6.3M
24 Junk Investment Group, LLC 0.53% 32,749 $1.2M
25 RM Financial Services, LLC 0.51% 18,527 $681K
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 International (CGIE)

What does the Smart Money Trend signal show for CGIE?

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

More buyers than sellers — 70% buying: Last quarter: 117 funds were net buyers (32 opened a brand new position + 85 added to an existing one). Only 49 were sellers (38 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGIE holders?

Elite ownership — 58% AUM from top-100 funds: 17 of 178 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CGIE. 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 CGIE?

Mostly new holders — 39% entered in last year: Only 33 funds (19%) 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.

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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