Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Equity Ser (MFDX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
6Q ▲
Buyers last Q
60%

Smart Money Signals — MFDX

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added MFDX 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
59 hedge funds hold MFDX 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 — +64% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+64% 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 — 60% buying

32 buying21 selling
Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 21 were sellers (18 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 8 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 31% new

■ 32% conviction (2yr+) ■ 37% medium ■ 31% new
Of the 59 current holders: 19 (32%) held >2 years, 22 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~11 new funds/quarter

6 → 12 → 8 → 9 → 11 new funds/Q
New funds entering each quarter: 12 → 8 → 9 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 42% new entrants

■ 34% veterans ■ 24% 1-2yr ■ 42% new
Of 59 current holders: 20 (34%) held 2+ years, 14 held 1–2 years, 25 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
12 of 59 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — MFDX

In 2026 Q1, 32 hedge funds were net buyers of MFDX (11 opened a new position, 21 added to an existing one), while 21 reduced or exited (18 trimmed, 3 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 59.

Hedge Fund Ownership: MFDX

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

Market Analysis: MFDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFDX

-- --

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

Is It Too Late to Buy Pimco Equity Ser (MFDX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MFDX 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 · 81d ago
MFDX
nan%
SPY
+15.1%

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

Since 13F Filing Date May 15, 2026 · 36d ago
MFDX
nan%
SPY
+1.3%

Since the filing became public, MFDX 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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MFDX
58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 51 13.73%
13F Shares 9M 9M 0.26%
Total Value $350M $340M 2.84%
New Positions 11 9 +2
Increased Positions 21 28 -7
Closed Positions 4 7 -3
Reduced Positions 18 7 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFDX

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Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

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

QUARTER:
Top 25 MFDX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schiavi & Co LLC 36.66% 3,100,277 $123.5M
2 Financial Consulate, Inc 8.37% 1,686,385 $67.2M
3 Stratos Investment Management, LLC 2.06% 1,292,905 $51.5M
4 Williams & Novak, LLC 2.04% 67,889 $2.7M
5 Austin Wealth Management, LLC 1.91% 208,639 $8.4M
6 Entrewealth, LLC 1.15% 64,194 $2.6M
7 IFC Advisors LLC 0.95% 166,028 $6.6M
8 BKM Wealth Management, LLC 0.39% 26,947 $1.1M
9 Redwood Financial Network Corp 0.37% 14,286 $569K
10 Riverbend Wealth Management, LLC 0.32% 13,992 $557K
11 Caerus Investment Advisors, LLC 0.28% 16,880 $672K
12 Evolve Private Wealth, LLC 0.22% 104,286 $4.2M
13 Eq Wealth Advisors, LLC 0.22% 9,446 $376K
14 Walkner Condon Financial Advisors LLC 0.19% 36,440 $1.5M
15 McAdam, LLC 0.07% 38,897 $1.5M
16 Operose Advisors LLC 0.07% 7,213 $287K
17 Sovran Advisors, LLC 0.06% 19,671 $817K
18 L & S Advisors Inc 0.05% 9,615 $383K
19 JT Stratford LLC 0.04% 8,509 $339K
20 Mariner, LLC 0.04% 874,616 $34.8M
21 Stratos Wealth Partners, LTD. 0.02% 50,613 $2.0M
22 Merit Financial Group, LLC 0.02% 51,710 $2.1M
23 Kestra Private Wealth Services, LLC 0.01% 27,856 $1.1M
24 Stratos Wealth Advisors, LLC 0.01% 5,187 $207K
25 StoneX Group Inc. 0.01% 5,693 $227K
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 — Pimco Equity Ser (MFDX)

What does the Smart Money Trend signal show for MFDX?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added MFDX 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 MFDX?

More buyers than sellers — 60% buying: Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 21 were sellers (18 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFDX holders?

Smaller funds dominant — 8% AUM from top-100: 12 of 59 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MFDX?

Mixed — 32% long-term, 31% new: Of the 59 current holders: 19 (32%) held >2 years, 22 held 1–2 years, and 18 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Pimco Equity Ser (MFDX) following the 2026 Q1 hedge fund 13F filings?

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

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