Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADAM NAT RES FD INC (PEO)

79 + Investors. Track Smart Money conviction in PEO. 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
↓ -4
Streak
1Q ▼
Buyers last Q
60%

Smart Money Signals — PEO

Based on 79 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PEO 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 — 93% of 3.0Y peak

93% of all-time peak
79 funds currently hold this stock — 93% of the 3.0-year high of 85 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold PEO compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

42 buying28 selling
Last quarter: 42 funds were net buyers (4 opened a brand new position + 38 added to an existing one). Only 28 were sellers (20 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 6 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 18% medium 13% new
55 out of 79 hedge funds have held PEO 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.
⚠️

Saturation — most institutions already know this story

10 → 13 → 6 → 7 → 4 new funds/Q
New funds entering each quarter: 13 → 6 → 7 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 14% 1-2yr 20% new
Of 79 current holders: 52 (66%) 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.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
11 of 79 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Hedge Fund Ownership: PEO

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

Market Analysis: PEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: PEO
2026 Q1 Stats Unlock in 21 days 79 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 79 83 -4.82%
13F Shares 11M 11M -2.05%
Total Value $236M $259M -8.73%
New Positions 4 7 -3
Increased Positions 38 34 +4
Closed Positions 8 5 +3
Reduced Positions 20 22 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PEO

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Institutional Holders (2026 Q1)

79 + investors

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

Top 25 institutional holders of PEO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ADAMS DIVERSIFIED EQUITY FUND, INC. 2.57% 2,621,907 $72.9M
2 WHITENER CAPITAL MANAGEMENT, INC. 0.57% 89,504 $2.5M
3 Uncommon Cents Investing LLC 0.40% 61,519 $1.7M
4 UHLMANN PRICE SECURITIES, LLC 0.13% 67,396 $1.9M
5 CULLEN INVESTMENT GROUP, LTD. 0.09% 24,350 $677K
6 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% 51,280 $1.4M
7 MERIDIAN INVESTMENT COUNSEL INC. 0.05% 7,779 $216K
8 Sovereign Financial Group, Inc. 0.04% 9,209 $256K
9 EVOLVE PRIVATE WEALTH, LLC 0.04% 25,824 $718K
10 SeaCrest Wealth Management, LLC 0.04% 12,600 $350K
11 LexAurum Advisors, LLC 0.03% 7,619 $212K
12 ALTFEST L J & CO INC 0.02% 7,401 $206K
13 Wealthcare Advisory Partners LLC 0.02% 39,644 $1.1M
14 JFS WEALTH ADVISORS, LLC 0.01% 9,369 $260K
15 Hilltop National Bank 0.01% 1,695 $47K
16 Joel Isaacson & Co., LLC 0.01% 7,620 $212K
17 Concurrent Investment Advisors, LLC 0.00% 14,410 $401K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 65,645 $1.7M
19 NBC SECURITIES, INC. 0.00% 1,251 $35K
20 Farther Finance Advisors, LLC 0.00% 5,985 $159K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 28,473 $792K
22 Private Advisor Group, LLC 0.00% 7,820 $217K
23 Mosley Wealth Management 0.00% 93 $2K
24 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% 1,108 $29K
25 Root Financial Partners, LLC 0.00% 53 $1K
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 — ADAM NAT RES FD INC (PEO)

What does the Smart Money Trend signal show for PEO?

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

More buyers than sellers — 60% buying: Last quarter: 42 funds were net buyers (4 opened a brand new position + 38 added to an existing one). Only 28 were sellers (20 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PEO holders?

Smaller funds dominant — 17% AUM from top-100: 11 of 79 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PEO?

70% of holders stayed for 2+ years: 55 out of 79 hedge funds have held PEO 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.

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.