Adam Nat Res Fd Inc (PEO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Adam Nat Res Fd Inc (PEO) following the 2026 Q1 hedge fund 13F filings?

As of today, PEO 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), PEO gained nan% vs +1220.3% 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.

Adam Nat Res Fd Inc (PEO)

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

Smart Money Signals — PEO

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added PEO 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

98 hedge funds hold PEO 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.

📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 71% buying

68 buying28 selling

Last quarter: 68 funds were net buyers (24 opened a brand new position + 44 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter

Funds opening a new PEO position: 6 → 8 → 5 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 14% medium ■ 28% new

57 out of 98 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.

💰

Price up while funds trimmed (+21% value, -3% shares)

Value

+21%

-3%

Last quarter: total value of institutional PEO holdings rose +21% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

14 → 6 → 8 → 5 → 24 new funds/Q

New funds entering each quarter: 6 → 8 → 5 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 60% veterans vs 31% newcomers

■ 60% veterans ■ 9% 1-2yr ■ 31% new

Entry-cohort mix of 98 holders: 59 (60%) are 2+ year veterans, 9 entered 1–2 years ago, and 30 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

13 of 97 holders rank in the top 100 by AUM, accounting for 21% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	98	83	18.07%
13F Shares	11M	11M	-3.13%
Total Value	$286M	$236M	21.08%
New Positions	24	5	+19
Increased Positions	44	39	+5
Closed Positions	9	8	+1
Reduced Positions	19	21	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

18.07%

13F Shares

11M

-3.13%

Total Value

$286M

$236M

21.08%

New Positions

+19

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

98 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PEO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Intrepid Family Office LLC	3.51%	156,000	$4.3M
2	Basepoint Wealth LLC	2.64%	165,998	$4.6M
3	Adams Diversified Equity Fund, INC.	2.57%	2,621,907	$72.9M
4	Saba Capital Management, L.P.	1.74%	2,262,661	$62.9M
5	Fca Corp /Tx	0.93%	118,306	$3.3M
6	Walsh & Associates, LLC	0.75%	35,153	$764K
7	Whitener Capital Management, INC.	0.57%	89,504	$2.5M
8	Blue Bell Private Wealth Management, LLC	0.45%	113,357	$3.2M
9	Navis Wealth Advisors, LLC	0.40%	28,033	$779K
10	Uncommon Cents Investing LLC	0.40%	61,519	$1.7M
11	Roberts Glore & Co Inc /Il/	0.28%	36,175	$1.0M
12	St. James Investment Company, LLC	0.17%	38,690	$1.1M
13	Uhlmann Price Securities, LLC	0.13%	67,396	$1.9M
14	North Star Asset Management Inc	0.11%	88,029	$2.4M
15	Css LLC/Il	0.10%	74,495	$2.1M
16	Cullen Investment Group, LTD.	0.09%	24,350	$677K
17	Nations Financial Group Inc, /Ia/ /Adv	0.07%	51,280	$1.4M
18	Searle & CO.	0.07%	10,060	$280K
19	Sprott INC.	0.06%	76,742	$2.1M
20	Meridian Investment Counsel INC.	0.05%	7,779	$216K
21	Advisors Asset Management, Inc.	0.05%	101,998	$2.8M
22	Sovereign Financial Group, Inc.	0.04%	9,209	$256K
23	Burney Co/	0.04%	47,802	$1.3M
24	Evolve Private Wealth, LLC	0.04%	25,824	$718K
25	SeaCrest Wealth Management, LLC	0.04%	12,600	$350K

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PEO 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 PEO?

More buyers than sellers — 71% buying: Last quarter: 68 funds were net buyers (24 opened a brand new position + 44 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PEO holders?

Strong quality — 21% AUM from major funds: 13 of 97 holders rank in the top 100 by AUM, accounting for 21% 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 PEO?

58% of holders stayed for 2+ years: 57 out of 98 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.

Is it too late to buy Adam Nat Res Fd Inc (PEO) following the 2026 Q1 hedge fund 13F filings?

As of today, PEO 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), PEO has gained nan% vs +1220.3% 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.

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Adam Nat Res Fd Inc (PEO)

Smart Money Signals — PEO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

More buyers than sellers — 71% buying

More new buyers each quarter (+19 vs last Q)

58% of holders stayed for 2+ years

Price up while funds trimmed (+21% value, -3% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 60% veterans vs 31% newcomers

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — PEO

Hedge Fund Ownership: PEO

Market Analysis: PEO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PEO

Is It Too Late to Buy Adam Nat Res Fd Inc (PEO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PEO

Statistics: PEO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Adam Nat Res Fd Inc (PEO)

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