Based on 9 hedge funds · latest filing: 2026 Q2 · updated quarterly
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Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added SYIEY 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.
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High ownership — 75% of 3.0Y peak
75% of all-time peak
9 funds currently hold this stock — 75% of the 3.0-year high of 12 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
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Outflows — 25% fewer funds vs a year ago
fund count last 6Q
3 fewer hedge funds hold SYIEY compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
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Heavy selling pressure — only 38% buying
3 buying5 selling
Last quarter: 5 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️
Steady new buyers — ~1 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
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56% of holders stayed for 2+ years
■ 56% conviction (2yr+)
■ 22% medium
■ 22% new
5 out of 9 hedge funds have held SYIEY 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.
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Price up while funds trimmed (+12% value, -6% shares)
Last quarter: total value of institutional SYIEY holdings rose +12% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
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Steady discovery — ~1 new funds/quarter
2 → 0 → 1 → 1 → 1 new funds/Q
New funds entering each quarter: 0 → 1 → 1 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
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Veteran-anchored — 44% veterans vs 33% newcomers
■ 44% veterans
■ 22% 1-2yr
■ 33% new
Entry-cohort mix of 9 holders: 4 (44%) are 2+ year veterans, 2 entered 1–2 years ago, and 3 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
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Smaller funds dominant — 1% AUM from top-100
1% from top-100 AUM funds
2 of 9 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.