Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Allianz Se (ALIZY)

23 + Investors. Track Smart Money conviction in ALIZY. 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
↓ -1
Streak
2Q ▼
Buyers last Q
67%

Smart Money Signals — ALIZY

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ALIZY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
23 funds currently hold this stock — 82% of the 3.0-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

14 buying7 selling
Last quarter: 14 funds were net buyers (3 opened a brand new position + 11 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

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

57% of holders stayed for 2+ years

57% conviction (2yr+) 22% medium 22% new
13 out of 23 hedge funds have held ALIZY 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.
💰

Value +24% but shares only +3% — price-driven

Value
+23%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +3%. 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.
⚠️

Saturation — most institutions already know this story

3 → 4 → 7 → 2 → 3 new funds/Q
New funds entering each quarter: 4 → 7 → 2 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

57% veterans 17% 1-2yr 26% new
Entry-cohort mix of 23 holders: 13 (57%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
2 of 23 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — ALIZY

In 2026 Q2, 14 hedge funds were net buyers of ALIZY (3 opened a new position, 11 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net selling has persisted for two consecutive quarters. 35% of total institutional value in ALIZY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: ALIZY

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

Market Analysis: ALIZY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALIZY

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: ALIZY
23 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 24 -4.17%
13F Shares 481K 465K 3.39%
Total Value $16M $13M 23.57%
New Positions 3 2 +1
Increased Positions 11 6 +5
Closed Positions 4 6 -2
Reduced Positions 3 10 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALIZY

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Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
Top 21 ALIZY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ativo Capital Management LLC 1.49% 41,216 $1.9M
2 Enterprise Financial Services Corp 0.18% 9,300 $438K
3 Canopy Partners, LLC 0.12% 8,380 $395K
4 Calydon Capital 0.07% 10,452 $504K
5 CHICAGO TRUST Co NA 0.06% 9,257 $438K
6 GAMMA Investing LLC 0.04% 21,941 $1.0M
7 Rnc Capital Management LLC 0.03% 14,340 $603K
8 Paradigm Asset Management Co LLC 0.02% 2,400 $113K
9 Great Lakes Advisors, LLC 0.02% 60,429 $2.8M
10 Sterling Capital Management LLC 0.02% 24,251 $1.1M
11 Boyd Watterson Asset Management LLC/Oh 0.01% 1,025 $49K
12 Riverbridge Partners LLC 0.01% 6,903 $325K
13 Salomon & Ludwin, LLC 0.01% 2,196 $103K
14 Diversified Trust Co 0.00% 5,636 $267K
15 Rhumbline Advisers 0.00% 109,389 $5.2M
16 Atlas Capital Advisors INC. 0.00% 593 $25K
17 Huntington National Bank 0.00% 4,729 $224K
18 IMA Advisory Services, Inc. 0.00% 275 $13K
19 Gleason Group, Inc. 0.00% 124 $6K
20 First Command Advisory Services, Inc. 0.00% 810 $38K
21 PNC Financial Services Group, INC. 0.00% 9,039 $426K
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 — Allianz Se (ALIZY)

What does the Smart Money Trend signal show for ALIZY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ALIZY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ALIZY?

More buyers than sellers — 67% buying: Last quarter: 14 funds were net buyers (3 opened a brand new position + 11 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALIZY holders?

Strong quality — 35% AUM from major funds: 2 of 23 holders rank in the top 100 by AUM, accounting for 35% 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 ALIZY?

57% of holders stayed for 2+ years: 13 out of 23 hedge funds have held ALIZY 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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