Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Investment Managers Ser Tr (ASTX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — ASTX

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds added ASTX 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
22 hedge funds hold ASTX right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 70% buying

19 buying8 selling
Last quarter: 19 funds were net buyers (11 opened a brand new position + 8 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 73% entered in last year

■ 9% conviction (2yr+) ■ 18% medium ■ 73% new
Only 2 funds (9%) 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.
💎

Buying through price weakness — shares +101%, value +52%

Value
+51%
Shares
+101%
Last quarter: funds added +101% more shares while total portfolio value only changed +52%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

11 → 7 → 11 new funds/Q
New funds entering each quarter: 11 → 7 → 11. ASTX 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 — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 30 current holders: 30 (100%) 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 — 24% AUM from major funds

24% from top-100 AUM funds
5 of 21 holders rank in the top 100 by AUM, accounting for 24% 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 — ASTX

In 2026 Q2, 19 hedge funds were net buyers of ASTX (11 opened a new position, 8 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in ASTX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: ASTX

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

Market Analysis: ASTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ASTX

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ASTX
21 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 13 61.54%
13F Shares 3M 1M 101.02%
Total Value $79M $52M 51.7%
New Positions 11 7 +4
Increased Positions 8 4 +4
Closed Positions 2 9 -7
Reduced Positions 3 2 +1
Total Calls 4 4 -
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: ASTX

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Valuation Measures Data as of: --

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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
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Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:
Top 25 ASTX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 T3 Companies, LLC 0.74% 25,000 $690K
2 Scientech Research LLC 0.36% 16,018 $442K
3 Garden State Investment Advisory Services LLC 0.17% 33,483 $924K
4 Griffin Asset Management, INC. 0.08% 27,860 $769K
5 LMR Partners LLP 0.01% 100,000 $2.8M
6 HighTower Advisors, LLC 0.01% 219,775 $6.1M
7 Tower Research Capital LLC (TRC) 0.00% 3,872 $107K
8 Hurley Capital, LLC 0.00% 181 $5K
9 Citadel Advisors LLC 0.00% 375,000 $10.4M
10 Susquehanna International Group, LLP 0.00% 528,000 $14.6M
11 Optiver Holding B.V. 0.00% 142,783 $3.9M
12 Citadel Advisors LLC 0.00% 319,600 $8.8M
13 Hrt Financial LP 0.00% 15,675 $432K
14 Susquehanna International Group, LLP 0.00% 341,200 $9.4M
15 Renaissance Technologies LLC 0.00% 18,800 $519K
16 Belvedere Trading LLC 0.00% 18,900 $522K
17 IMC-Chicago, LLC 0.00% 67,340 $1.9M
18 Jane Street Group, LLC 0.00% 183,100 $5.1M
19 Jane Street Group, LLC 0.00% 179,300 $4.9M
20 Belvedere Trading LLC 0.00% 11,040 $305K
21 Group One Trading LLC 0.00% 7,971 $220K
22 Belvedere Trading LLC 0.00% 7,000 $193K
23 Simplex Trading, LLC 0.00% 10,512 $290K
24 Susquehanna International Group, LLP 0.00% 74,327 $2.1M
25 Goldman Sachs Group Inc 0.00% 59,407 $1.6M
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 — Investment Managers Ser Tr (ASTX)

What does the Smart Money Trend signal show for ASTX?

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

More buyers than sellers — 70% buying: Last quarter: 19 funds were net buyers (11 opened a brand new position + 8 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ASTX holders?

Strong quality — 24% AUM from major funds: 5 of 21 holders rank in the top 100 by AUM, accounting for 24% 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 ASTX?

Mostly new holders — 73% entered in last year: Only 2 funds (9%) 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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