Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group New Geography (CGNG)

216 + 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
8Q ▲
Buyers last Q
81%

Smart Money Signals — CGNG

Based on 218 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
218 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 — +179% more funds vs a year ago

fund count last 6Q
+140 new funds entered over the past year (+179% 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 — 81% buying

178 buying41 selling
Last quarter: 178 funds were net buyers (49 opened a brand new position + 129 added to an existing one). Only 41 were sellers (26 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~49 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 43 → 44 → 49. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 0% conviction (2yr+) ■ 47% medium ■ 53% new
Only 1 funds (0%) 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

27 → 38 → 43 → 44 → 49 new funds/Q
New funds entering each quarter: 38 → 43 → 44 → 49. A growing number of institutions are discovering CGNG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 74% of holders entered in last year

■ 0% veterans ■ 26% 1-2yr ■ 74% new
Of 218 current holders: 161 (74%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
17 of 218 holders are among the 100 largest funds by AUM, controlling 41% 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.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — 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 — CGNG

In 2026 Q1, 178 hedge funds were net buyers of CGNG (49 opened a new position, 129 added to an existing one), while 41 reduced or exited (26 trimmed, 15 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in CGNG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 218.

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.

Is It Too Late to Buy Capital Group New Geography (CGNG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGNG 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 · 82d ago
CGNG
+20.3%
SPY
+15.1%

CGNG outperformed SPY by +5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CGNG
+7.4%
SPY
+1.3%

Since the filing became public, CGNG outperformed SPY by +6.1% .

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.

10 top-rated funds 8 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: CGNG
216 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 216 184 17.39%
13F Shares 50M 34M 46.93%
Total Value $1.53B $1.08B 41.83%
New Positions 48 44 +4
Increased Positions 128 117 +11
Closed Positions 16 11 +5
Reduced Positions 26 16 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGNG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

216 + 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:
Top 25 CGNG holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Sentinel Advisory Group, LLC 3.75% 243,539 $7.7M
5 Garrett Wealth Advisory Group, LLC 3.38% 601,726 $19.0M
6 Code Waechter LLC 2.97% 158,239 $5.0M
7 Lincoln Capital Corp 2.74% 235,582 $7.4M
8 Armor Investment Advisors, LLC 2.48% 218,055 $6.9M
9 Ergawealth Advisors, Inc. 2.43% 173,979 $5.5M
10 Stewardship Concepts Financial Services LLC 2.16% 87,479 $2.8M
11 Boyer Financial Services, Inc. 2.07% 61,794 $2.0M
12 National Wealth Management Group, LLC 2.01% 171,264 $5.4M
13 Johnson Bixby & Associates, LLC 1.89% 482,119 $15.2M
14 Capital Group Private Client Services, Inc. 1.70% 3,194,933 $100.9M
15 SilverOak Wealth Management LLC 1.49% 297,548 $9.4M
16 Ewa, LLC 1.32% 185,005 $5.8M
17 Petredis Investment Advisors LLC 1.29% 501,303 $15.8M
18 NavPoint Financial, Inc. 1.26% 98,320 $3.1M
19 Evergreen Wealth Partners LLC 1.19% 49,240 $1.6M
20 Armstrong, Fleming & Moore, Inc 1.17% 87,519 $2.8M
21 Quadcap Wealth Management, LLC 0.94% 261,006 $8.2M
22 Selby Wealth Management, LLC 0.92% 74,206 $2.3M
23 Cambridge Capital Management, LLC 0.85% 62,497 $2.0M
24 Merited Wealth, LLC 0.84% 32,260 $1.0M
25 J. Derek Lewis & Associates Inc. 0.79% 105,281 $3.4M
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 — 8 quarters in a row: For 8 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 — 81% buying: Last quarter: 178 funds were net buyers (49 opened a brand new position + 129 added to an existing one). Only 41 were sellers (26 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGNG holders?

Elite ownership — 41% AUM from top-100 funds: 17 of 218 holders are among the 100 largest funds by AUM, controlling 41% 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 — 53% entered in last year: Only 1 funds (0%) 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 New Geography (CGNG) following the 2026 Q1 hedge fund 13F filings?

As of today, CGNG has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +6.1%. Since the quarter end (March 31, 2026), CGNG has gained +20.3% vs +15.1% 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.

Full history →