Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COHEN & STEERS QUALITY INCOM (RQI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — RQI

Based on 193 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added RQI 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
193 hedge funds hold RQI 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 — +14% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

92 buying82 selling
Last quarter: 92 funds bought or added vs 82 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new RQI position: 22 → 20 → 23 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
114 out of 193 hedge funds have held RQI 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.
💰

Value +59% but shares only +1% — price-driven

Value
+58%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +59%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

30 → 22 → 20 → 23 → 34 new funds/Q
New funds entering each quarter: 22 → 20 → 23 → 34. A growing number of institutions are discovering RQI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 25% new
Of 193 current holders: 126 (65%) 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.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
13 of 193 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in RQI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: RQI

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

Market Analysis: RQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RQI

-- --

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.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: RQI
2026 Q1 Stats Unlock in 13 days 193 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 193 182 6.04%
13F Shares 23M 23M 0.6%
Total Value $460M $290M 58.73%
New Positions 34 23 +11
Increased Positions 58 76 -18
Closed Positions 23 17 +6
Reduced Positions 59 42 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RQI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

193 + investors

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

Top 25 institutional holders of RQI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mission Hills Financial Advisory, LLC 6.51% 1,055,044 $12.7M
2 CASTLE WEALTH MANAGEMENT LLC 1.10% 280,789 $3.4M
3 Quad-Cities Investment Group, LLC 0.95% 198,163 $2.4M
4 LAKE STREET PRIVATE WEALTH, LLC 0.90% 583,462 $7.0M
5 Wealth Advisory Solutions, LLC 0.75% 278,536 $3.4M
6 Samalin Investment Counsel, LLC 0.59% 137,632 $1.7M
7 Advisory Advocates, LLC 0.29% 25,890 $296K
8 SWEENEY & MICHEL, LLC 0.25% 64,872 $834K
9 Ascentis Wealth Management, LLC 0.22% 93,700 $1.1M
10 Abel Hall, LLC 0.20% 76,000 $916K
11 Cyndeo Wealth Partners, LLC 0.19% 302,360 $3.6M
12 Good Harbor Advisors, Inc. 0.18% 13,175 $150K
13 Mezzasalma Advisors, LLC 0.13% 42,814 $516K
14 DELTA CAPITAL MANAGEMENT LLC 0.13% 19,700 $237K
15 Seelaus Asset Management LLC 0.13% 14,735 $178K
16 Indivisible Partners 0.13% 119,387 $1.4M
17 REGATTA CAPITAL GROUP, LLC 0.12% 65,417 $788K
18 Next Level Private LLC 0.10% 38,235 $461K
19 Everstar Asset Management, LLC 0.10% 16,225 $196K
20 Cooper Financial Group 0.10% 84,659 $1.0M
21 INDEPENDENT FINANCIAL GROUP, LLC 0.10% 277,329 $3.3M
22 WEALTH EFFECTS LLC 0.09% 20,935 $252K
23 NWF Advisory Services Inc. 0.09% 63,221 $762K
24 Sage Capital Management, LLC 0.08% 14,981 $181K
25 HBW ADVISORY SERVICES LLC 0.08% 66,511 $801K
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 — COHEN & STEERS QUALITY INCOM (RQI)

What does the Smart Money Trend signal show for RQI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added RQI 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 RQI?

Slight buying edge — 53% buying: Last quarter: 92 funds bought or added vs 82 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 RQI holders?

Elite ownership — 70% AUM from top-100 funds: 13 of 193 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in RQI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RQI?

59% of holders stayed for 2+ years: 114 out of 193 hedge funds have held RQI 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.