Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Life Investments Et (QAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — QAI

Based on 93 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 QAI 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 — 91% of 3.0Y peak

91% of all-time peak
93 funds currently hold this stock — 91% of the 3.0-year high of 102 funds (reached 2024 Q2). 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
4 fewer hedge funds hold QAI 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 — 58% buying

52 buying38 selling
Last quarter: 52 funds bought or added vs 38 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 12 → 19 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 12% new
66 out of 93 hedge funds have held QAI 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 — ~9 new funds/quarter

13 → 13 → 12 → 19 → 9 new funds/Q
New funds entering each quarter: 13 → 12 → 19 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 93 holders: 67 (72%) are 2+ year veterans, 10 entered 1–2 years ago, and 16 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
14 of 93 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — QAI

In 2026 Q1, 52 hedge funds were net buyers of QAI (9 opened a new position, 43 added to an existing one), while 38 reduced or exited (25 trimmed, 13 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 26% of total institutional value in QAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 93.

Hedge Fund Ownership: QAI

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

Market Analysis: QAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QAI

-- --

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

Is It Too Late to Buy New York Life Investments Et (QAI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QAI 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 · 82d ago
QAI
+7.6%
SPY
+15.1%

QAI outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
QAI
+2.2%
SPY
+1.3%

Since the filing became public, QAI outperformed SPY by +0.9% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: QAI
93 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 93 97 -4.12%
13F Shares 21M 22M -3.14%
Total Value $722M $739M -2.26%
New Positions 9 19 -10
Increased Positions 43 35 +8
Closed Positions 13 14 -1
Reduced Positions 25 26 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QAI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

93 + investors

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

QUARTER:
Top 25 QAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pitcairn Co 4.80% 1,807,177 $60.8M
2 Alaska Wealth Advisors, LLC 4.33% 1,057,898 $36.1M
3 Alaska Permanent Capital Management, LLC 3.88% 1,623,616 $55.4M
4 Consultiva Wealth Management, CORP. 3.29% 33,290 $1.1M
5 Endowment Wealth Management, Inc. 3.27% 216,639 $7.4M
6 Live Oak Investment Partners 2.74% 135,894 $4.6M
7 Baron Financial Group, LLC 1.81% 98,371 $3.4M
8 Hyposwiss Advisors SA 1.77% 52,505 $1.8M
9 LFA - Lugano Financial Advisors SA 1.70% 98,012 $3.3M
10 Verdence Capital Advisors LLC 1.48% 747,275 $25.5M
11 Tredje AP-fonden 1.17% 6,275,000 $214.1M
12 Pitcairn Wealth Advisors LLC 1.14% 368,985 $12.4M
13 Brown Wealth Management, LLC 1.13% 128,608 $4.4M
14 Darwin Wealth Management, LLC 1.07% 100,599 $3.4M
15 Twelve Points Wealth Management LLC 0.46% 61,831 $2.1M
16 Empirical Asset Management, LLC 0.38% 42,777 $1.5M
17 Patten Group, Inc. 0.37% 62,060 $2.1M
18 Prosperity Bancshares Inc 0.33% 12,034 $411K
19 Aspiriant, LLC 0.19% 196,822 $6.7M
20 Elyxium Wealth, LLC 0.11% 9,847 $336K
21 UMB Bank, n.a. 0.10% 216,880 $7.4M
22 Cooper Financial Group 0.06% 17,174 $586K
23 Peoples Financial Services CORP. 0.05% 3,182 $109K
24 Greenwood Capital Associates LLC 0.04% 10,055 $343K
25 Nbc Securities, INC. 0.03% 13,660 $466K
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 — New York Life Investments Et (QAI)

What does the Smart Money Trend signal show for QAI?

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

Slight buying edge — 58% buying: Last quarter: 52 funds bought or added vs 38 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 QAI holders?

Strong quality — 26% AUM from major funds: 14 of 93 holders rank in the top 100 by AUM, accounting for 26% 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 QAI?

71% of holders stayed for 2+ years: 66 out of 93 hedge funds have held QAI 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 New York Life Investments Et (QAI) following the 2026 Q1 hedge fund 13F filings?

As of today, QAI has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), QAI has gained +7.6% 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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