Stock Analysis
Data Source: SEC EDGAR 13F
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Advisors Inner Circle Fd II (FGSM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
27%

Smart Money Signals — FGSM

Based on 14 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FGSM 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
14 hedge funds hold FGSM right now — the highest count in 1.8 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FGSM is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 27% buying

4 buying11 selling
Last quarter: 11 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 29% entered in last year

0% conviction (2yr+) 71% medium 29% new
Only 0 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.
💰

Value +64% but shares only +47% — price-driven

Value
+63%
Shares
+46%
Last quarter: the total dollar value of institutional holdings rose +64%, but actual share count only changed +47%. 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 — ~4 new funds/quarter

3 → 1 → 3 → 2 → 4 new funds/Q
New funds entering each quarter: 1 → 3 → 2 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 36% new entrants

0% veterans 64% 1-2yr 36% new
Of 14 current holders: 0 (0%) held 2+ years, 9 held 1–2 years, 5 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
3 of 14 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FGSM. 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 — FGSM

In 2026 Q2, 4 hedge funds were net buyers of FGSM (4 opened a brand-new position), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 27% buyer ratio, indicating net institutional distribution. 72% of total institutional value in FGSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 14.

Hedge Fund Ownership: FGSM

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

Market Analysis: FGSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FGSM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FGSM
14 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 14 13 7.69%
13F Shares 1M 946K 46.69%
Total Value $48M $29M 63.8%
New Positions 4 2 +2
Increased Positions 0 2 -2
Closed Positions 3 3 -
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FGSM

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Institutional Holders (2026 Q2)

14 + investors

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

QUARTER:
Top 14 FGSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Frontier Asset Management, LLC 1.94% 311,150 $10.8M
2 Urban Wealth Management, LLC 0.27% 9,011 $314K
3 Signature Estate & Investment Advisors LLC 0.02% 31,664 $1.1M
4 Strategic Blueprint, LLC 0.01% 5,822 $203K
5 Ameriflex Group, INC. 0.01% 500 $17K
6 CoreCap Advisors, LLC 0.00% 3,521 $123K
7 Envestnet Asset Management Inc 0.00% 316,960 $11.0M
8 Envestnet Portfolio Solutions, Inc. 0.00% 9,658 $337K
9 Jpmorgan Chase & Co 0.00% 688,292 $23.9M
10 Global Retirement Partners, LLC 0.00% 391 $14K
11 Jane Street Group, LLC 0.00% 10,480 $365K
12 Rockefeller Capital Management L.P. 0.00% 401 $14K
13 Assetmark, Inc 0.00% 255 $9K
14 Morgan Stanley 0.00% 266 $9K
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 — Advisors Inner Circle Fd II (FGSM)

What does the Smart Money Trend signal show for FGSM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FGSM 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 FGSM?

Heavy selling pressure — only 27% buying: Last quarter: 11 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FGSM holders?

Elite ownership — 72% AUM from top-100 funds: 3 of 14 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FGSM. 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 FGSM?

Mostly new holders — 29% entered in last year: Only 0 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.

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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