Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (PFFD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — PFFD

Based on 257 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PFFD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
257 hedge funds hold PFFD 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.
📉

Outflows — 4% fewer funds vs a year ago

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

Slight buying edge — 50% buying

123 buying125 selling
Last quarter: 123 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 29 → 20 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 24% medium ■ 12% new
163 out of 257 hedge funds have held PFFD 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.
📊

Peak discovery — momentum slowing

42 → 25 → 29 → 20 → 25 new funds/Q
New funds entering each quarter: 25 → 29 → 20 → 25. PFFD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 16% 1-2yr ■ 20% new
Of 257 current holders: 163 (63%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
14 of 257 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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: PFFD

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

Market Analysis: PFFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFFD

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: PFFD
2026 Q1 Stats Unlock in 18 days 257 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 257 262 -1.91%
13F Shares 60M 68M -12.12%
Total Value $1.13B $1.32B -14.37%
New Positions 25 20 +5
Increased Positions 98 107 -9
Closed Positions 30 24 +6
Reduced Positions 95 93 +2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFFD

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Financial Highlights

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Institutional Holders (2026 Q1)

257 + investors

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

Top 25 institutional holders of PFFD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State of Wisconsin - Board of Commissioners of Public Lands 16.25% 1,341,305 $24.7M
2 Tiller Private Wealth, Inc. 6.48% 990,412 $18.2M
3 Global X Japan Co., Ltd. 3.23% 3,418,081 $62.9M
4 COLLECTIVE FAMILY OFFICE LLC 2.89% 697,288 $12.8M
5 Orgel Wealth Management, LLC 2.79% 7,045,871 $129.6M
6 Prairiewood Capital, LLC 2.14% 402,800 $7.4M
7 FUKOKU MUTUAL LIFE INSURANCE CO 1.87% 1,551,000 $28.5M
8 Columbus Macro, LLC 1.81% 919,406 $16.9M
9 Traub Capital Management LLC 1.59% 87,135 $1.6M
10 Hegarty Advisors, LLC 1.46% 100,740 $1.9M
11 SWS Partners 1.43% 314,551 $5.8M
12 Plan Group Financial, LLC 1.33% 307,627 $5.7M
13 FF Advisors,LLC 0.98% 126,516 $2.4M
14 John W. Brooker & Co., CPAs 0.89% 30,643 $564K
15 Prepared Retirement Institute LLC 0.82% — $2K
16 NAPLES GLOBAL ADVISORS, LLC 0.79% 592,095 $10.9M
17 AlphaStar Capital Management, LLC 0.52% 382,928 $7.0M
18 American Institute for Advanced Investment Management, LLP 0.45% 37,448 $689K
19 CONNING INC. 0.35% 580,200 $10.7M
20 INVESTED ADVISORS 0.30% 16,408 $302K
21 Kane Co Wealth Management, Inc. 0.30% 19,410 $357K
22 David Kennon Inc 0.29% 43,504 $800K
23 PLIMOTH TRUST CO LLC 0.29% 69,538 $1.3M
24 Avory & Company, LLC 0.26% 11,014 $203K
25 GREENWOOD CAPITAL ASSOCIATES LLC 0.26% 125,979 $2.3M
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 — GLOBAL X FDS (PFFD)

What does the Smart Money Trend signal show for PFFD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PFFD 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 PFFD?

Slight buying edge — 50% buying: Last quarter: 123 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFFD holders?

Strong quality — 32% AUM from major funds: 14 of 257 holders rank in the top 100 by AUM, accounting for 32% 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 PFFD?

63% of holders stayed for 2+ years: 163 out of 257 hedge funds have held PFFD 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.