Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP INTERNATIONAL (CGIE)

146 + 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
↑ +27
Streak
10Q ▲
Buyers last Q
83%

Smart Money Signals — CGIE

Based on 146 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
146 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 — +135% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+135% 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 — 83% buying

119 buying25 selling
Last quarter: 119 funds were net buyers (36 opened a brand new position + 83 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new CGIE position: 26 → 33 → 17 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 50% entered in last year

■ 12% conviction (2yr+) ■ 38% medium ■ 50% new
Only 18 funds (12%) 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.
💰

Value +54% but shares only +33% — price-driven

Value
+54%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +54%, but actual share count only changed +33%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~36 new funds/quarter

17 → 26 → 33 → 17 → 36 new funds/Q
New funds entering each quarter: 26 → 33 → 17 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 71% of holders entered in last year

■ 3% veterans ■ 27% 1-2yr ■ 71% new
Of 146 current holders: 103 (71%) entered in the past year, only 4 (3%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
15 of 146 holders are among the 100 largest funds by AUM, controlling 50% 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.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 4 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: CGIE
2026 Q1 Stats Unlock in 17 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 119 22.69%
13F Shares 33M 25M 32.84%
Total Value $1.28B $827M 54.35%
New Positions 36 17 +19
Increased Positions 83 81 +2
Closed Positions 9 11 -2
Reduced Positions 16 14 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGIE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

146 + investors

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

Top 25 institutional holders of CGIE — 2025 Q4 · 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 SWEENEY & MICHEL, LLC 3.42% 324,312 $11.6M
4 WJ Wealth Management, LLC 2.87% 181,390 $6.1M
5 Venturi Wealth Management, LLC 2.66% 1,748,274 $59.1M
6 LVW Advisors, LLC 2.35% 728,079 $24.6M
7 Wisconsin Wealth Advisors, LLC 1.29% 38,720 $1.3M
8 BARNES PETTEY FINANCIAL ADVISORS, LLC 1.16% 78,548 $2.7M
9 Walleye Partners, LLC 1.10% 26,498 $896K
10 Stonebridge Financial Group, LLC 0.87% 313,110 $10.6M
11 KWB Wealth 0.74% 215,140 $7.5M
12 Trueblood Wealth Management, LLC 0.70% 53,188 $1.8M
13 Bill Few Associates, Inc. 0.69% 85,001 $2.9M
14 Johnson Bixby & Associates, LLC 0.68% 161,778 $5.5M
15 J. Derek Lewis & Associates Inc. 0.48% 58,983 $2.1M
16 WARNER FINANCIAL, INC 0.41% 35,190 $1.2M
17 SEAMOUNT FINANCIAL GROUP INC 0.38% 24,691 $835K
18 Aspire Growth Partners LLC 0.37% 15,835 $536K
19 Investment Planning Advisors, Inc. 0.34% 37,008 $1.3M
20 DOVER ADVISORS, LLC 0.31% 22,459 $760K
21 Lodestone Wealth Management LLC 0.26% 19,489 $659K
22 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.25% 143,461 $4.9M
23 Sovran Advisors, LLC 0.25% 89,137 $3.2M
24 Merit Financial Group, LLC 0.19% 770,904 $26.1M
25 QTR Family Wealth, LLC 0.15% 9,856 $357K
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 — 10 quarters in a row: For 10 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 — 83% buying: Last quarter: 119 funds were net buyers (36 opened a brand new position + 83 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGIE holders?

Elite ownership — 50% AUM from top-100 funds: 15 of 146 holders are among the 100 largest funds by AUM, controlling 50% 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 — 50% entered in last year: Only 18 funds (12%) 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.