Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group International (CGIE)

156 + 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
↑ +6
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — CGIE

Based on 157 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 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
157 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 — +80% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+80% 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 — 74% buying

110 buying39 selling
Last quarter: 110 funds were net buyers (19 opened a brand new position + 91 added to an existing one). Only 39 were sellers (26 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 18 → 38 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 40% entered in last year

■ 18% conviction (2yr+) ■ 41% medium ■ 40% new
Only 29 funds (18%) 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.
💎

Buying through price weakness — shares +29%, value +9%

Value
+8%
Shares
+28%
Last quarter: funds added +29% more shares while total portfolio value only changed +9%. 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

28 → 33 → 18 → 38 → 19 new funds/Q
New funds entering each quarter: 33 → 18 → 38 → 19. A growing number of institutions are discovering CGIE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 66% of holders entered in last year

■ 13% veterans ■ 20% 1-2yr ■ 66% new
Of 157 current holders: 104 (66%) entered in the past year, only 21 (13%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
17 of 157 holders are among the 100 largest funds by AUM, controlling 54% 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 Q1, 110 hedge funds were net buyers of CGIE (19 opened a new position, 91 added to an existing one), while 39 reduced or exited (26 trimmed, 13 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in CGIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 157.

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

-- --

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

Is It Too Late to Buy Capital Group International (CGIE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGIE 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
CGIE
+8.5%
SPY
+13.9%

CGIE outperformed SPY by -5.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CGIE
+3.6%
SPY
+0.2%

Since the filing became public, CGIE outperformed SPY by +3.4% .

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.

7 top-rated funds 5 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: CGIE
156 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 156 151 3.31%
13F Shares 42M 33M 28.23%
Total Value $1.39B $1.28B 8.41%
New Positions 19 38 -19
Increased Positions 90 85 +5
Closed Positions 14 9 +5
Reduced Positions 26 17 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGIE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

156 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Freedom Financial Partners LLC 5.39% 447,824 $15.1M
2 Mendota Financial Group, LLC 4.66% 185,885 $6.3M
3 StrongBox Wealth, LLC 4.12% 380,438 $12.9M
4 Sweeney & Michel, LLC 3.42% 324,312 $11.6M
5 WJ Wealth Management, LLC 2.87% 181,390 $6.1M
6 Venturi Wealth Management, LLC 2.66% 1,748,274 $59.1M
7 Evernest Financial Advisors, LLC 2.50% 340,992 $12.0M
8 LVW Advisors, LLC 2.35% 728,079 $24.6M
9 Greykasell Wealth Strategies, Inc. 1.75% 128,463 $4.3M
10 Roehl & Yi Investment Advisors, LLC 1.33% 104,434 $3.5M
11 Wisconsin Wealth Advisors, LLC 1.29% 38,720 $1.3M
12 Barnes Pettey Financial Advisors, LLC 1.16% 78,548 $2.7M
13 Walleye Partners, LLC 1.10% 26,498 $896K
14 BlackDiamond Wealth Management, LLC 1.09% 67,075 $2.3M
15 Stonebridge Financial Group, LLC 0.87% 313,110 $10.6M
16 KWB Wealth 0.74% 215,140 $7.5M
17 Capital Group Private Client Services, Inc. 0.71% 1,246,919 $42.2M
18 Trueblood Wealth Management, LLC 0.70% 53,188 $1.8M
19 Bill Few Associates, Inc. 0.69% 85,001 $2.9M
20 Burton Enright Welch 0.68% 148,025 $5.0M
21 Johnson Bixby & Associates, LLC 0.68% 161,778 $5.5M
22 Linscomb Wealth, Inc. 0.64% 424,704 $14.4M
23 Security Financial Services, INC. 0.57% 106,649 $3.6M
24 Junk Investment Group, LLC 0.53% 29,928 $1.0M
25 RM Financial Services, LLC 0.52% 17,993 $609K
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 — 74% buying: Last quarter: 110 funds were net buyers (19 opened a brand new position + 91 added to an existing one). Only 39 were sellers (26 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGIE holders?

Elite ownership — 54% AUM from top-100 funds: 17 of 157 holders are among the 100 largest funds by AUM, controlling 54% 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 — 40% entered in last year: Only 29 funds (18%) 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 International (CGIE) following the 2026 Q1 hedge fund 13F filings?

As of today, CGIE has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), CGIE has gained +8.5% 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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