Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP NEW GEOGRAPHY (CGNG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
7Q ▲
Buyers last Q
86%

Smart Money Signals — CGNG

Based on 179 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
179 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 — +244% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+244% 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 — 86% buying

158 buying25 selling
Last quarter: 158 funds were net buyers (44 opened a brand new position + 114 added to an existing one). Only 25 were sellers (15 trimmed + 10 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: 27 → 35 → 42 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 61% entered in last year

■ 1% conviction (2yr+) ■ 38% medium ■ 61% new
Only 1 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.
📈

Growing discovery — still being found

30 → 27 → 35 → 42 → 44 new funds/Q
New funds entering each quarter: 27 → 35 → 42 → 44. A growing number of institutions are discovering CGNG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 87% of holders entered in last year

■ 1% veterans ■ 13% 1-2yr ■ 87% new
Of 179 current holders: 155 (87%) entered in the past year, only 1 (1%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
12 of 179 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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.

Hedge Fund Ownership: CGNG

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

Market Analysis: CGNG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGNG

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: CGNG
2026 Q1 Stats Unlock in 13 days 179 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 179 145 23.45%
13F Shares 34M 27M 25.11%
Total Value $1.08B $832M 29.29%
New Positions 44 42 +2
Increased Positions 114 89 +25
Closed Positions 10 3 +7
Reduced Positions 15 8 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGNG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

179 + investors

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

Top 25 institutional holders of CGNG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Presper Financial Architects, LLC 8.89% 473,695 $15.0M
2 Eagle Bay Advisors LLC 4.22% 151,651 $4.8M
3 NewCorp Financial Services, Inc. 3.75% 136,920 $4.3M
4 Garrett Wealth Advisory Group, LLC 3.38% 601,726 $19.0M
5 Code Waechter LLC 2.97% 158,239 $5.0M
6 LINCOLN CAPITAL CORP 2.74% 235,582 $7.4M
7 Armor Investment Advisors, LLC 2.48% 218,055 $6.9M
8 Ergawealth Advisors, Inc. 2.43% 173,979 $5.5M
9 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2.16% 87,479 $2.8M
10 Boyer Financial Services, Inc. 2.07% 61,794 $2.0M
11 Johnson Bixby & Associates, LLC 1.89% 482,119 $15.2M
12 SilverOak Wealth Management LLC 1.49% 297,548 $9.4M
13 EWA, LLC 1.32% 185,005 $5.8M
14 PETREDIS INVESTMENT ADVISORS LLC 1.29% 501,303 $15.8M
15 NavPoint Financial, Inc. 1.26% 98,320 $3.1M
16 Armstrong, Fleming & Moore, Inc 1.17% 87,519 $2.8M
17 Selby Wealth Management, LLC 0.92% 74,206 $2.3M
18 CAMBRIDGE CAPITAL MANAGEMENT, LLC 0.85% 62,497 $2.0M
19 Merited Wealth, LLC 0.84% 32,260 $1.0M
20 J. Derek Lewis & Associates Inc. 0.79% 105,281 $3.4M
21 Intrinsic Value Partners, LLC 0.77% 31,450 $993K
22 Michael Brady & Co., LLC 0.74% 23,254 $734K
23 Lantz Financial LLC 0.72% 110,168 $3.5M
24 TRUE BLUE FINANCIAL, LLC 0.69% 27,705 $875K
25 Souders Financial Advisors 0.68% 189,910 $6.0M
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 — 7 quarters in a row: For 7 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 — 86% buying: Last quarter: 158 funds were net buyers (44 opened a brand new position + 114 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGNG holders?

Strong quality — 31% AUM from major funds: 12 of 179 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGNG?

Mostly new holders — 61% entered in last year: Only 1 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.

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.