Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Abrdn Fds (AGEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — AGEM

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds added AGEM 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
57 hedge funds hold AGEM right now — the highest count in 1.5 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 — +256% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+256% 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.
🟡

Slight buying edge — 56% buying

30 buying24 selling
Last quarter: 30 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new AGEM position: 3 → 34 → 7 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 81% entered in last year

■ 0% conviction (2yr+) ■ 19% medium ■ 81% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +77% but shares only +45% — price-driven

Value
+76%
Shares
+45%
Last quarter: the total dollar value of institutional holdings rose +77%, but actual share count only changed +45%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

3 → 3 → 34 → 7 → 18 new funds/Q
New funds entering each quarter: 3 → 34 → 7 → 18. AGEM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 88% of holders entered in last year

■ 0% veterans ■ 12% 1-2yr ■ 88% new
Of 57 current holders: 50 (88%) entered in the past year, only 0 (0%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
9 of 57 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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 — AGEM

In 2026 Q2, 30 hedge funds were net buyers of AGEM (18 opened a new position, 12 added to an existing one), while 24 reduced or exited (18 trimmed, 6 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 32% of total institutional value in AGEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: AGEM

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

Market Analysis: AGEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGEM

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: AGEM
56 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 45 24.44%
13F Shares 4M 3M 44.99%
Total Value $194M $110M 76.63%
New Positions 18 7 +11
Increased Positions 11 11 -
Closed Positions 7 9 -2
Reduced Positions 18 18 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGEM

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

56 + investors

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

QUARTER:
Top 25 AGEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waddell & Associates, LLC 2.31% 943,693 $46.6M
2 FWG Investments, LLC. 1.15% 44,189 $2.2M
3 Quest 10 Wealth Builders, Inc. 0.55% 14,238 $703K
4 LifePlan Investment Advisors, Inc. 0.54% 31,639 $1.6M
5 Sterling Capital Management LLC 0.46% 550,972 $27.2M
6 Lloyd Advisory Services, LLC. 0.44% 22,732 $1.1M
7 Kingdom Financial Group LLC. 0.36% 28,423 $1.4M
8 Networth Advisors, LLC 0.34% 11,876 $586K
9 Montgomery Financial Services LLC 0.34% 7,843 $387K
10 Simplicity Wealth,LLC 0.28% 170,066 $8.4M
11 Tounjian Advisory Partners, LLC 0.24% 11,446 $565K
12 Arcadia Wealth Management, LLC 0.14% 9,338 $461K
13 AE Wealth Management LLC 0.10% 434,232 $21.4M
14 Gts Securities LLC 0.08% 73,687 $3.6M
15 Slagle Financial, LLC 0.07% 5,054 $250K
16 B.O.S.S. Retirement Advisors, LLC 0.06% 4,610 $228K
17 Old Mission Capital LLC 0.05% 69,270 $3.4M
18 SMART Wealth LLC 0.04% 4,170 $206K
19 Beacon Financial Strategies CORP 0.03% 1,119 $55K
20 First Heartland Consultants, Inc. 0.02% 7,204 $356K
21 IFG Advisory, LLC 0.02% 9,563 $472K
22 Gill Capital Partners, LLC 0.01% 915 $45K
23 Huntington National Bank 0.01% 43,797 $2.2M
24 Sanctuary Advisors, LLC 0.00% 21,422 $1.1M
25 Parallel Advisors, LLC 0.00% 5,233 $258K
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 — Abrdn Fds (AGEM)

What does the Smart Money Trend signal show for AGEM?

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

Slight buying edge — 56% buying: Last quarter: 30 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGEM holders?

Strong quality — 32% AUM from major funds: 9 of 57 holders rank in the top 100 by AUM, accounting for 32% 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 AGEM?

Mostly new holders — 81% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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