Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Highland Global Allocation F (HGLB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — HGLB

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HGLB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
38 funds currently hold this stock — 90% of the 3.0-year high of 42 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+12% 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.
🟠

More sellers than buyers — 45% buying

17 buying21 selling
Last quarter: 21 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 13 → 4. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
21 out of 38 hedge funds have held HGLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -13%

Value
-13%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~4 new funds/quarter

5 → 5 → 10 → 13 → 4 new funds/Q
New funds entering each quarter: 5 → 10 → 13 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 38 holders: 26 (68%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
9 of 38 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — HGLB

In 2026 Q1, 17 hedge funds were net buyers of HGLB (4 opened a new position, 13 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 30% of total institutional value in HGLB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 38.

Hedge Fund Ownership: HGLB

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

Market Analysis: HGLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HGLB

-- --

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

Is It Too Late to Buy Highland Global Allocation F (HGLB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HGLB has moved relative to its sector benchmark (XLF) 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 · 81d ago
HGLB
nan%
XLF
+8.5%

HGLB outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
HGLB
nan%
XLF
+4.8%

Since the filing became public, HGLB outperformed XLF 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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: HGLB
38 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 38 42 -9.52%
13F Shares 6M 6M 3.34%
Total Value $48M $55M -12.98%
New Positions 4 13 -9
Increased Positions 13 14 -1
Closed Positions 8 6 +2
Reduced Positions 13 7 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HGLB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

38 + investors

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

QUARTER:
Top 25 HGLB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.52% 443,000 $3.6M
2 Quantedge Capital Pte Ltd 0.83% 188,987 $1.5M
3 Shaker Financial Services, LLC 0.53% 190,557 $1.5M
4 NWF Advisory Services Inc. 0.24% 264,481 $2.1M
5 Sovereign Financial Group, Inc. 0.16% 111,639 $896K
6 Godfrey Financial Associates, Inc. 0.02% 3,203 $26K
7 Blue Bell Private Wealth Management, LLC 0.02% 18,262 $147K
8 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% 21,364 $172K
9 International Assets Investment Management, LLC 0.01% 12,824 $104K
10 Oppenheimer & Co Inc 0.01% 68,566 $551K
11 Raymond James Financial Inc 0.01% 2,353,161 $18.9M
12 Capital Investment Advisors, LLC 0.01% 40,071 $322K
13 Osaic Holdings, INC. 0.00% 325,051 $2.6M
14 Summit Financial, LLC 0.00% 36,500 $293K
15 LPL Financial LLC 0.00% 868,777 $7.0M
16 CoreCap Advisors, LLC 0.00% 5,385 $43K
17 Nbc Securities, INC. 0.00% 2,067 $17K
18 HB Wealth Management, LLC 0.00% 23,738 $191K
19 Benjamin Edwards Inc 0.00% 10,645 $85K
20 Highline Wealth Partners LLC 0.00% 325 $3K
21 AE Wealth Management LLC 0.00% 11,413 $92K
22 Pinnacle Wealth Planning Services, Inc. 0.00% 520 $4K
23 Morgan Stanley 0.00% 764,290 $6.1M
24 Cetera Investment Advisers 0.00% 24,803 $199K
25 PNC Financial Services Group, INC. 0.00% 45,000 $361K
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 — Highland Global Allocation F (HGLB)

What does the Smart Money Trend signal show for HGLB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HGLB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HGLB?

More sellers than buyers — 45% buying: Last quarter: 21 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HGLB holders?

Strong quality — 30% AUM from major funds: 9 of 38 holders rank in the top 100 by AUM, accounting for 30% 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 HGLB?

55% of holders stayed for 2+ years: 21 out of 38 hedge funds have held HGLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Highland Global Allocation F (HGLB) following the 2026 Q1 hedge fund 13F filings?

As of today, HGLB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), HGLB has gained nan% vs +8.5% for XLF. 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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