Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO EQUITY SER (RAFE)

37 + Investors. Track Smart Money conviction in RAFE. 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
↑ +10
Streak
4Q ▲
Buyers last Q
68%

Smart Money Signals — RAFE

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added RAFE 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
37 hedge funds hold RAFE 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.
🚀

Fast accumulation — +68% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+68% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

25 buying12 selling
Last quarter: 25 funds were net buyers (12 opened a brand new position + 13 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new RAFE position: 4 → 3 → 3 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 11% medium 38% new
19 out of 37 hedge funds have held RAFE 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.
📈

Growing discovery — still being found

1 → 4 → 3 → 3 → 12 new funds/Q
New funds entering each quarter: 4 → 3 → 3 → 12. A growing number of institutions are discovering RAFE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

43% veterans 14% 1-2yr 43% new
Of 37 current holders: 16 (43%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
5 of 37 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: RAFE

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

Market Analysis: RAFE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RAFE

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: RAFE
2026 Q1 Stats Unlock in 14 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 27 37.04%
13F Shares 1M 924K 43.96%
Total Value $56M $38M 49.04%
New Positions 12 3 +9
Increased Positions 13 12 +1
Closed Positions 2 2 -
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RAFE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

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

Top 23 institutional holders of RAFE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sellwood Investment Partners LLC 8.19% 499,411 $20.8M
2 Financial Insights, Inc. 0.89% 63,092 $2.6M
3 Arlington Financial Advisors, LLC 0.73% 123,101 $5.1M
4 Mason & Associates Inc 0.16% 20,138 $820K
5 Williams & Novak, LLC 0.16% 5,000 $208K
6 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.15% 11,561 $481K
7 RHS Financial, LLC 0.15% 7,453 $310K
8 Sprinkle Financial Consultants LLC 0.10% 5,304 $221K
9 Bond & Devick Financial Network, Inc. 0.09% 7,852 $327K
10 Walkner Condon Financial Advisors LLC 0.07% 13,289 $553K
11 Milestone Investment Advisors LLC 0.06% 5,956 $248K
12 Savant Capital, LLC 0.05% 254,719 $10.6M
13 KWB Wealth 0.04% 8,861 $372K
14 JNBA Financial Advisors 0.03% 9,344 $389K
15 Dynamic Advisor Solutions LLC 0.03% 20,952 $872K
16 FLAGSHIP HARBOR ADVISORS, LLC 0.02% 13,430 $559K
17 Envestnet Portfolio Solutions, Inc. 0.02% 101,475 $4.2M
18 Ascentis Independent Advisors 0.01% 2,745 $114K
19 AdvisorNet Financial, Inc 0.01% 3,835 $160K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 113,440 $4.7M
21 Farther Finance Advisors, LLC 0.00% 3,700 $154K
22 BLUELINE ADVISORS LLC 0.00% 25 $1K
23 ENVESTNET ASSET MANAGEMENT INC 0.00% 5,110 $213K
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 (RAFE)

What does the Smart Money Trend signal show for RAFE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added RAFE 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 RAFE?

More buyers than sellers — 68% buying: Last quarter: 25 funds were net buyers (12 opened a brand new position + 13 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RAFE holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 37 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RAFE?

51% of holders stayed for 2+ years: 19 out of 37 hedge funds have held RAFE 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.