Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (ABEQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — ABEQ

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ABEQ 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
25 hedge funds hold ABEQ 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 — +67% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+67% 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 — 61% buying

14 buying9 selling
Last quarter: 14 funds were net buyers (7 opened a brand new position + 7 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 4 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 24% medium ■ 36% new
10 out of 25 hedge funds have held ABEQ 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.
➡️

Steady discovery — ~7 new funds/quarter

1 → 3 → 2 → 4 → 7 new funds/Q
New funds entering each quarter: 3 → 2 → 4 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 40% newcomers

■ 40% veterans ■ 20% 1-2yr ■ 40% new
Entry-cohort mix of 25 holders: 10 (40%) are 2+ year veterans, 5 entered 1–2 years ago, and 10 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
5 of 25 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — ABEQ

In 2026 Q2, 14 hedge funds were net buyers of ABEQ (7 opened a new position, 7 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 20% of total institutional value in ABEQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: ABEQ

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

Market Analysis: ABEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ABEQ

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

Loading signal freshness…
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
1.3
/ 10
conviction
Hedge Fund Positioning: ABEQ
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 20 25.0%
13F Shares 3M 3M 1.24%
Total Value $113M $113M -0.23%
New Positions 7 4 +3
Increased Positions 7 8 -1
Closed Positions 2 2 -
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ABEQ

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 24 ABEQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 St. James Investment Company, LLC 1.77% 300,070 $11.2M
2 Tectonic Advisors LLC 1.09% 610,683 $22.7M
3 Global View Capital Management LLC 1.04% 135,793 $5.1M
4 Redwood Family Wealth LLC 1.01% 30,864 $1.1M
5 Castleview Partners, LLC 0.34% 20,503 $763K
6 Regatta Research & Money Management 0.16% 4,443 $165K
7 Weaver Consulting Group 0.15% 19,213 $715K
8 Beacon Pointe Advisors, LLC 0.15% 841,619 $31.3M
9 Arcus Capital Partners, LLC 0.12% 8,064 $300K
10 Mainstay Capital Management LLC /Adv 0.12% 43,464 $1.6M
11 Gwn Securities INC. 0.06% 10,195 $379K
12 OneDigital Investment Advisors LLC 0.04% 131,203 $4.9M
13 Gts Securities LLC 0.01% 14,300 $532K
14 Private Trust Co NA 0.01% 2,818 $105K
15 Osaic Holdings, INC. 0.01% 191,518 $7.1M
16 LPL Financial LLC 0.00% 301,922 $11.2M
17 Envestnet Asset Management Inc 0.00% 278,918 $10.4M
18 &Partners 0.00% 14,074 $524K
19 Cibc World Market INC. 0.00% 10,000 $372K
20 Raymond James Financial Inc 0.00% 43,296 $1.6M
21 Goldman Sachs Group Inc 0.00% 25,000 $930K
22 Assetmark, Inc 0.00% 99 $4K
23 UBS Group AG 0.00% 730 $27K
24 Morgan Stanley 0.00% 1 —
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 — Unified Ser Tr (ABEQ)

What does the Smart Money Trend signal show for ABEQ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ABEQ 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 ABEQ?

More buyers than sellers — 61% buying: Last quarter: 14 funds were net buyers (7 opened a brand new position + 7 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ABEQ holders?

Strong quality — 20% AUM from major funds: 5 of 25 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ABEQ?

40% of holders stayed for 2+ years: 10 out of 25 hedge funds have held ABEQ 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.

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