CGNG Hedge Fund Ownership (Q2 2026)

Capital Group New Geography (CGNG)

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

Smart Money Signals — CGNG

Based on 246 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added CGNG 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

246 hedge funds hold CGNG 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 — +120% more funds vs a year ago

fund count last 6Q

+134 new funds entered over the past year (+120% 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 — 84% buying

205 buying40 selling

Last quarter: 205 funds were net buyers (45 opened a brand new position + 160 added to an existing one). Only 40 were sellers (23 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 43 → 44 → 49 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 45% entered in last year

■ 1% conviction (2yr+) ■ 54% medium ■ 45% new

Only 2 funds (1%) 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 +53% but shares only +30% — price-driven

Value

+52%

+29%

Last quarter: the total dollar value of institutional holdings rose +53%, but actual share count only changed +30%. 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 — ~45 new funds/quarter

39 → 43 → 44 → 49 → 45 new funds/Q

New funds entering each quarter: 43 → 44 → 49 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 72% of holders entered in last year

■ 0% veterans ■ 28% 1-2yr ■ 72% new

Of 246 current holders: 177 (72%) entered in the past year, only 1 (0%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds

16 of 246 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CGNG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	246	218	12.84%
13F Shares	64M	50M	29.54%
Total Value	$2.34B	$1.53B	52.86%
New Positions	45	49	-4
Increased Positions	160	129	+31
Closed Positions	17	16	+1
Reduced Positions	23	26	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

246

218

12.84%

13F Shares

64M

50M

29.54%

Total Value

$2.34B

$1.53B

52.86%

New Positions

-4

Increased Positions

160

129

+31

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

246 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGNG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Presper Financial Architects, LLC	9.26%	473,897	$17.8M
2	Eagle Bay Advisors LLC	4.21%	150,172	$5.6M
3	NewCorp Financial Services, Inc.	4.13%	144,155	$5.4M
4	Sentinel Advisory Group, LLC	3.84%	251,196	$9.4M
5	Garrett Wealth Advisory Group, LLC	3.62%	628,204	$23.5M
6	Code Waechter LLC	3.26%	168,168	$6.3M
7	Lincoln Capital Corp	2.95%	242,499	$9.1M
8	Armor Investment Advisors, LLC	2.70%	224,769	$8.4M
9	Ergawealth Advisors, Inc.	2.56%	176,253	$6.6M
10	Johnson Bixby & Associates, LLC	2.09%	499,265	$18.7M
11	Boyer Financial Services, Inc.	2.09%	68,401	$2.5M
12	Compton Financial Group, LLC	2.08%	288,762	$10.8M
13	Stewardship Concepts Financial Services LLC	1.99%	78,854	$3.0M
14	Evergreen Wealth Partners LLC	1.97%	87,573	$3.3M
15	Capital Group Private Client Services, Inc.	1.93%	3,657,623	$137.0M
16	NavPoint Financial, Inc.	1.61%	116,229	$4.4M
17	Equity Wealth Partners, LLC	1.54%	114,173	$4.3M
18	SilverOak Wealth Management LLC	1.45%	300,157	$11.2M
19	National Wealth Management Group, LLC	1.39%	120,375	$4.5M
20	Ewa, LLC	1.38%	201,323	$7.5M
21	Petredis Investment Advisors LLC	1.30%	513,997	$19.3M
22	Cambridge Capital Management, LLC	1.12%	78,681	$2.9M
23	Selby Wealth Management, LLC	1.08%	81,448	$3.1M
24	Armstrong, Fleming & Moore, Inc	1.05%	85,002	$3.2M
25	J. Derek Lewis & Associates Inc.	1.04%	146,573	$5.5M

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 New Geography (CGNG)

What does the Smart Money Trend signal show for CGNG?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added CGNG 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 CGNG?

More buyers than sellers — 84% buying: Last quarter: 205 funds were net buyers (45 opened a brand new position + 160 added to an existing one). Only 40 were sellers (23 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGNG holders?

Elite ownership — 45% AUM from top-100 funds: 16 of 246 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CGNG. 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 CGNG?

Mostly new holders — 45% entered in last year: Only 2 funds (1%) 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.

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Capital Group New Geography (CGNG)

Smart Money Signals — CGNG

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +120% more funds vs a year ago

More buyers than sellers — 84% buying

Steady new buyers — ~45 new funds per quarter

Mostly new holders — 45% entered in last year

Value +53% but shares only +30% — price-driven

Steady discovery — ~45 new funds/quarter

Early stage — 72% of holders entered in last year

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — CGNG

Hedge Fund Ownership: CGNG

Market Analysis: CGNG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGNG

Hedge Fund Positioning: CGNG

Statistics: CGNG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Group New Geography (CGNG)

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