Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisors Inner Circle Fd II (FGSM)

13 + 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
→ 0
Streak
1Q —
Buyers last Q
31%

Smart Money Signals — FGSM

Based on 13 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 5Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
13 hedge funds hold FGSM right now — the highest count in 1.5 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 31% buying

4 buying9 selling
Last quarter: 9 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 — ~2 new funds per quarter

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

Mostly new holders — 23% entered in last year

0% conviction (2yr+) 77% medium 23% 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.
➡️

Steady discovery — ~2 new funds/quarter

5 → 2 → 1 → 3 → 2 new funds/Q
New funds entering each quarter: 2 → 1 → 3 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 54% new entrants

0% veterans 46% 1-2yr 54% new
Of 13 current holders: 0 (0%) held 2+ years, 6 held 1–2 years, 7 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
3 of 13 holders are among the 100 largest funds by AUM, controlling 46% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 Q1, 4 hedge funds were net buyers of FGSM (2 opened a new position, 2 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 31% buyer ratio, indicating net institutional distribution. 46% of total institutional value in FGSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 13.

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.

Is It Too Late to Buy Advisors Inner Circle Fd II (FGSM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FGSM 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 · 88d ago
FGSM
nan%
SPY
+12.4%

FGSM outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
FGSM
nan%
SPY
-1.1%

Since the filing became public, FGSM outperformed SPY by nan% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: FGSM
13 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 13 13 -
13F Shares 946K 2M -54.42%
Total Value $29M $62M -52.81%
New Positions 2 3 -1
Increased Positions 2 3 -1
Closed Positions 2 3 -1
Reduced Positions 7 6 +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 Q1)

13 + 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 13 FGSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Frontier Asset Management, LLC 2.67% 408,303 $12.7M
2 Urban Wealth Management, LLC 0.35% 10,835 $338K
3 Arete Wealth Advisors, LLC 0.04% 18,418 $573K
4 Signature Estate & Investment Advisors LLC 0.03% 41,899 $1.3M
5 Strategic Blueprint, LLC 0.01% 6,799 $212K
6 Ameriflex Group, INC. 0.01% 500 $16K
7 CoreCap Advisors, LLC 0.01% 6,419 $200K
8 Envestnet Asset Management Inc 0.00% 415,820 $13.0M
9 Principal Securities, INC. 0.00% 6,760 $211K
10 Envestnet Portfolio Solutions, Inc. 0.00% 10,756 $335K
11 Jane Street Group, LLC 0.00% 19,417 $605K
12 Assetmark, Inc 0.00% 255 $8K
13 UBS Group AG 0.00% 254 $8K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FGSM?

Heavy selling pressure — only 31% buying: Last quarter: 9 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 — 46% AUM from top-100 funds: 3 of 13 holders are among the 100 largest funds by AUM, controlling 46% 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 — 23% 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.

Is it too late to buy Advisors Inner Circle Fd II (FGSM) following the 2026 Q1 hedge fund 13F filings?

As of today, FGSM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FGSM has gained nan% vs +12.4% 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.

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