Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Siemens AG (SIEGY)

55 + Investors. Track Smart Money conviction in SIEGY. 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
↑ +6
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — SIEGY

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SIEGY 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 (95% of max)

95% of all-time peak
56 hedge funds hold SIEGY 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SIEGY is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 65% buying

36 buying19 selling
Last quarter: 36 funds were net buyers (17 opened a brand new position + 19 added to an existing one). Only 19 were sellers (8 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SIEGY position: 8 → 5 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
28 out of 56 hedge funds have held SIEGY 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.
💰

Price up while funds trimmed (+30% value, -1% shares)

Value
+30%
Shares
0%
Last quarter: total value of institutional SIEGY holdings rose +30% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

10 → 8 → 5 → 10 → 17 new funds/Q
New funds entering each quarter: 8 → 5 → 10 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 54% veterans vs 23% newcomers

■ 54% veterans ■ 23% 1-2yr ■ 23% new
Entry-cohort mix of 56 holders: 30 (54%) are 2+ year veterans, 13 entered 1–2 years ago, and 13 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
2 of 56 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — SIEGY

In 2026 Q2, 36 hedge funds were net buyers of SIEGY (17 opened a new position, 19 added to an existing one), while 19 reduced or exited (8 trimmed, 11 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: SIEGY

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

Market Analysis: SIEGY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SIEGY

-- --

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

Is It Too Late to Buy Siemens AG (SIEGY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SIEGY has moved relative to its sector benchmark (XLI) since the 2026 Q3 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 September 30, 2026 · 38d ago
SIEGY
-6.0%
XLI
-2.6%

SIEGY outperformed XLI by -3.4% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -7d ago
SIEGY
+0.0%
XLI
+0.0%

Since the filing became public, SIEGY outperformed XLI by +0.0% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SIEGY
2026 Q3 Stats Unlock in 12 days 55 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 50 10.0%
13F Shares 1M 1M -0.82%
Total Value $134M $103M 30.16%
New Positions 16 10 +6
Increased Positions 19 14 +5
Closed Positions 11 16 -5
Reduced Positions 8 14 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SIEGY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

55 + investors

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

QUARTER:
Top 25 SIEGY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altrius Capital Management Inc 2.16% 70,769 $11.4M
2 Cardinal Capital Management, Inc. 1.14% 293,443 $47.2M
3 Henry James International Management Inc. 1.02% 21,248 $3.4M
4 Boston Common Asset Management, LLC 0.48% 50,371 $8.1M
5 Ferguson Wellman Capital Management, Inc 0.41% 210,670 $33.9M
6 Collaborative Fund Advisors, LLC 0.31% 3,263 $525K
7 Fca Corp /Tx 0.28% 7,000 $1.1M
8 Asset Planning,Inc 0.20% 1,268 $310K
9 Albert D Mason Inc 0.19% 2,038 $328K
10 Cohen Klingenstein LLC 0.13% 28,200 $4.5M
11 CHICAGO TRUST Co NA 0.12% 5,209 $837K
12 Enterprise Financial Services Corp 0.10% 1,569 $252K
13 Canopy Partners, LLC 0.08% 1,564 $252K
14 Thurston, Springer, Miller, Herd & Titak, INC. 0.07% 1,179 $190K
15 Front Row Advisors LLC 0.07% 1,402 $227K
16 GAMMA Investing LLC 0.05% 8,073 $1.3M
17 Benedict Financial Advisors Inc 0.05% 1,503 $242K
18 Great Lakes Advisors, LLC 0.04% 33,186 $5.3M
19 Vermillion Wealth Management, Inc. 0.03% 903 $145K
20 Madison Asset Management, LLC 0.03% 16,806 $2.7M
21 Alta Capital Management LLC/ 0.03% 2,102 $338K
22 Cozad Asset Management Inc 0.02% 2,156 $347K
23 Paradigm Asset Management Co LLC 0.02% 602 $97K
24 Wellington-Altus USA INC. 0.02% 198 $28K
25 Sterling Capital Management LLC 0.02% 7,293 $1.2M
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 — Siemens AG (SIEGY)

What does the Smart Money Trend signal show for SIEGY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SIEGY 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 SIEGY?

More buyers than sellers — 65% buying: Last quarter: 36 funds were net buyers (17 opened a brand new position + 19 added to an existing one). Only 19 were sellers (8 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SIEGY holders?

Smaller funds dominant — 5% AUM from top-100: 2 of 56 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SIEGY?

50% of holders stayed for 2+ years: 28 out of 56 hedge funds have held SIEGY 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 Siemens AG (SIEGY) following the 2026 Q3 hedge fund 13F filings?

As of today, SIEGY has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SIEGY has gained -6.0% vs -2.6% for XLI. 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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