Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Starboard Invt Tr (AMAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — AMAX

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMAX 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
21 hedge funds hold AMAX 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 — +24% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+24% 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 — 52% buying

11 buying10 selling
Last quarter: 11 funds bought or added vs 10 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.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 6 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 19% medium ■ 33% new
10 out of 21 hedge funds have held AMAX 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.
📊

Peak discovery — momentum slowing

2 → 4 → 6 → 3 → 3 new funds/Q
New funds entering each quarter: 4 → 6 → 3 → 3. AMAX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 33% newcomers

■ 48% veterans ■ 19% 1-2yr ■ 33% new
Entry-cohort mix of 21 holders: 10 (48%) are 2+ year veterans, 4 entered 1–2 years ago, and 7 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
6 of 21 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — AMAX

In 2026 Q1, 11 hedge funds were net buyers of AMAX (3 opened a new position, 8 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 25% of total institutional value in AMAX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: AMAX

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

Market Analysis: AMAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMAX

-- --

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
1.0
/ 10
conviction
Hedge Fund Positioning: AMAX
2026 Q2 Stats Unlock in 4 days 21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 20 5.0%
13F Shares 5M 4M 8.75%
Total Value $35M $34M 4.44%
New Positions 3 3 -
Increased Positions 8 9 -1
Closed Positions 2 3 -1
Reduced Positions 8 6 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMAX

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 19 AMAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Partners Wealth Management, LLC 6.47% 892,491 $6.6M
2 Prosperity Financial Group, Inc. 1.39% 606,269 $4.5M
3 Rockport Wealth LLC 0.45% 362,053 $2.7M
4 Encompass More Asset Management 0.43% 400,421 $3.0M
5 Kestra Private Wealth Services, LLC 0.11% 1,360,361 $10.1M
6 LaSalle St. Investment Advisors, LLC 0.03% 38,065 $282K
7 Empirical Asset Management, LLC 0.02% 12,323 $91K
8 WCG Wealth Advisors LLC 0.02% 93,436 $691K
9 Integrity Alliance, LLC. 0.01% 38,798 $287K
10 Ausdal Financial Partners, Inc. 0.00% 11,232 $83K
11 Osaic Holdings, INC. 0.00% 368,117 $2.7M
12 LPL Financial LLC 0.00% 1,504,729 $11.1M
13 NewEdge Advisors, LLC 0.00% 54,242 $401K
14 Atria Investments, Inc 0.00% 11,232 $83K
15 Raymond James Financial Inc 0.00% 135,386 $1.0M
16 Envestnet Asset Management Inc 0.00% 16,087 $119K
17 Jane Street Group, LLC 0.00% 43,722 $324K
18 Citadel Advisors LLC 0.00% 11,105 $82K
19 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 — Starboard Invt Tr (AMAX)

What does the Smart Money Trend signal show for AMAX?

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

Slight buying edge — 52% buying: Last quarter: 11 funds bought or added vs 10 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 AMAX holders?

Strong quality — 25% AUM from major funds: 6 of 21 holders rank in the top 100 by AUM, accounting for 25% 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 AMAX?

48% of holders stayed for 2+ years: 10 out of 21 hedge funds have held AMAX 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.

Full history →