Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Equity Ser (MFEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — MFEM

Based on 31 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 MFEM 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 — 89% of 3.0Y peak

89% of all-time peak
31 funds currently hold this stock — 89% of the 3.0-year high of 35 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold MFEM compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

15 buying18 selling
Last quarter: 18 funds reduced or exited vs 15 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.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 6% medium ■ 23% new
22 out of 31 hedge funds have held MFEM 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.
➡️

Steady discovery — ~3 new funds/quarter

5 → 3 → 2 → 6 → 3 new funds/Q
New funds entering each quarter: 3 → 2 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 6% 1-2yr ■ 19% new
Of 31 current holders: 23 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
7 of 31 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — MFEM

In 2026 Q1, 15 hedge funds were net buyers of MFEM (3 opened a new position, 12 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 27% of total institutional value in MFEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 31.

Hedge Fund Ownership: MFEM

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

Market Analysis: MFEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFEM

-- --

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

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

Signal Freshness measures how much MFEM 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 · 75d ago
MFEM
+15.6%
SPY
+14.1%

MFEM outperformed SPY by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
MFEM
-0.2%
SPY
+0.3%

Since the filing became public, MFEM outperformed SPY by -0.5% .

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 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: MFEM
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 33 -6.06%
13F Shares 5M 5M 5.94%
Total Value $102M $108M -5.48%
New Positions 3 6 -3
Increased Positions 12 16 -4
Closed Positions 5 6 -1
Reduced Positions 13 8 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFEM

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Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:
Top 25 MFEM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schiavi & Co LLC 6.93% 933,499 $23.4M
2 Integrated Capital Management, INC. 3.78% 227,511 $5.7M
3 Williams & Novak, LLC 3.17% 169,057 $4.2M
4 Dahring | Cusmano LLC 3.13% 203,530 $5.1M
5 Austin Wealth Management, LLC 1.29% 227,455 $5.7M
6 Entrewealth, LLC 0.82% 73,112 $1.8M
7 Evolve Private Wealth, LLC 0.75% 561,692 $14.1M
8 Altfest L J & Co Inc 0.56% 210,692 $5.3M
9 Walkner Condon Financial Advisors LLC 0.26% 78,547 $2.0M
10 Orion Porfolio Solutions, LLC 0.02% 77,324 $1.9M
11 Mml Investors Services, LLC 0.01% 110,179 $2.8M
12 Envestnet Asset Management Inc 0.01% 912,799 $22.8M
13 Old Mission Capital LLC 0.01% 14,520 $363K
14 Private Advisor Group, LLC 0.00% 22,915 $573K
15 Bogart Wealth, LLC 0.00% 1,000 $25K
16 Wealth Enhancement Advisory Services, LLC 0.00% 11,900 $296K
17 Commonwealth Equity Services, LLC 0.00% 14,458 $362K
18 Jane Street Group, LLC 0.00% 144,023 $3.6M
19 Cetera Investment Advisers 0.00% 16,506 $413K
20 Osaic Holdings, INC. 0.00% 9,466 $237K
21 LPL Financial LLC 0.00% 31,894 $798K
22 Princeton Global Asset Management LLC 0.00% 50 $1K
23 Aqr Capital Management LLC 0.00% 11,141 $279K
24 Wells Fargo & Company/Mn 0.00% 15,003 $375K
25 Assetmark, Inc 0.00% 1,206 $30K
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 (MFEM)

What does the Smart Money Trend signal show for MFEM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MFEM 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 MFEM?

More sellers than buyers — 45% buying: Last quarter: 18 funds reduced or exited vs 15 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 MFEM holders?

Strong quality — 27% AUM from major funds: 7 of 31 holders rank in the top 100 by AUM, accounting for 27% 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 MFEM?

71% of holders stayed for 2+ years: 22 out of 31 hedge funds have held MFEM 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 Pimco Equity Ser (MFEM) following the 2026 Q1 hedge fund 13F filings?

As of today, MFEM has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), MFEM has gained +15.6% vs +14.1% 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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