261 + Investors. Track Smart Money conviction in UTG. See who's accumulating, reducing, or initiating positions.
Based on 264 hedge funds · latest filing: 2026 Q2 · updated quarterly
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.
In 2026 Q2, 147 hedge funds were net buyers of UTG (42 opened a new position, 105 added to an existing one), while 71 reduced or exited (54 trimmed, 17 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in UTG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 264.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in UTG. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q2) | Prior (2026 Q1) | Change |
|---|---|---|---|
| Funds Holding | 261 | 239 | 9.21% |
| 13F Shares | 16M | 123M | -87.37% |
| Total Value | $544M | $493M | 10.33% |
| New Positions | 42 | 31 | +11 |
| Increased Positions | 104 | 110 | -6 |
| Closed Positions | 19 | 24 | -5 |
| Reduced Positions | 53 | 46 | +7 |
| Total Calls | 0 | 0 | - |
| Total Puts | 0 | 0 | - |
| PUT/CALL Ratio | 0.0 | 0.0 | Bullish |
| Market Cap | -- |
| Enterprise Value | -- |
| Trailing P/E | -- |
| Forward P/E | -- |
| 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 | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UTG. Verified SEC 13F-HR filings.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UTG 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.
More buyers than sellers — 67% buying: Last quarter: 147 funds were net buyers (42 opened a brand new position + 105 added to an existing one). Only 71 were sellers (54 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
Elite ownership — 43% AUM from top-100 funds: 15 of 263 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in UTG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
50% of holders stayed for 2+ years: 133 out of 264 hedge funds have held UTG 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.
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.