Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisors Inner Circle Fd III (SAMT)

84 + Investors. Track Smart Money conviction in SAMT. 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
6Q ▲
Buyers last Q
79%

Smart Money Signals — SAMT

Based on 61 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SAMT 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
61 hedge funds hold SAMT 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 — +97% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+97% 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 — 79% buying

48 buying13 selling
Last quarter: 48 funds were net buyers (14 opened a brand new position + 34 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 12 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 44% new

28% conviction (2yr+) 28% medium 44% new
Of the 61 current holders: 17 (28%) held >2 years, 17 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

6 → 8 → 7 → 12 → 14 new funds/Q
New funds entering each quarter: 8 → 7 → 12 → 14. A growing number of institutions are discovering SAMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 57% of holders entered in last year

30% veterans 13% 1-2yr 57% new
Of 61 current holders: 35 (57%) entered in the past year, only 18 (30%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
7 of 61 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

Institutional Sentiment Summary — SAMT

In 2026 Q1, 48 hedge funds were net buyers of SAMT (14 opened a new position, 34 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: SAMT

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

Market Analysis: SAMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAMT

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SAMT
84 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 84 61 37.7%
13F Shares 14M 11M 27.74%
Total Value $646M $423M 52.9%
New Positions 28 14 +14
Increased Positions 40 34 +6
Closed Positions 5 4 +1
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SAMT

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Financial Highlights

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Institutional Holders (2026 Q2)

84 + investors

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

QUARTER:
Top 25 SAMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainstay Capital Management LLC /Adv 6.59% 1,864,255 $89.0M
2 One Charles Private Wealth Services, LLC 3.44% 313,351 $15.0M
3 Members Advisory Group LLC 3.01% 226,079 $10.8M
4 Beaumont Financial Advisors, LLC 2.48% 816,446 $39.0M
5 Triangle Securities Wealth Management 2.43% 256,588 $12.2M
6 Joseph Group Capital Management 2.05% 204,561 $9.8M
7 Armor Investment Advisors, LLC 1.61% 105,111 $5.0M
8 Quantify Chaos Advisors, LLC 1.34% 9,995 $477K
9 Trilogy Capital Inc. 1.31% 709,244 $33.9M
10 Archford Capital Strategies, LLC 1.22% 251,799 $12.0M
11 Insight Wealth Strategies, LLC 1.15% 251,772 $11.8M
12 Fortem Financial Group, LLC 0.82% 84,473 $4.0M
13 Stonebridge Financial Group, LLC 0.81% 223,193 $10.7M
14 Capital Investment Counsel, LLC 0.60% 101,409 $4.8M
15 Fidelis Capital Partners, LLC 0.58% 209,744 $10.0M
16 Comprehensive Financial Planning, Inc./PA 0.56% 21,968 $1.0M
17 Mayfair Advisory Group, LLC 0.52% 39,475 $1.7M
18 Cambridge Advisors Inc. 0.45% 54,872 $2.6M
19 Mjp Associates Inc /Adv 0.37% 71,491 $3.4M
20 BigSur Wealth Management LLC 0.26% 22,560 $1.1M
21 Advisor OS, LLC 0.23% 71,491 $3.4M
22 Krilogy Financial LLC 0.20% 139,191 $6.6M
23 Meridian Wealth Management, LLC 0.16% 107,983 $5.2M
24 Regatta Research & Money Management 0.13% 2,961 $141K
25 Parsons Capital Management Inc/Ri 0.12% 56,731 $2.7M
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 — Advisors Inner Circle Fd III (SAMT)

What does the Smart Money Trend signal show for SAMT?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SAMT 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 SAMT?

More buyers than sellers — 79% buying: Last quarter: 48 funds were net buyers (14 opened a brand new position + 34 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SAMT holders?

Smaller funds dominant — 18% AUM from top-100: 7 of 61 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SAMT?

Mixed — 28% long-term, 44% new: Of the 61 current holders: 17 (28%) held >2 years, 17 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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