Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Covista Inc (ATGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — ATGE

Based on 367 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ATGE 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
367 funds currently hold this stock — 93% of the 3.0-year high of 396 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ATGE is almost the same as a year ago (-9 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

202 buying168 selling
Last quarter: 202 funds bought or added vs 168 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new ATGE position: 71 → 68 → 46 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
194 out of 367 hedge funds have held ATGE 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

78 → 71 → 68 → 46 → 55 new funds/Q
New funds entering each quarter: 71 → 68 → 46 → 55. ATGE 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 — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 372 holders: 210 (56%) are 2+ year veterans, 66 entered 1–2 years ago, and 96 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
57 of 366 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in ATGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — ATGE

In 2026 Q2, 202 hedge funds were net buyers of ATGE (55 opened a new position, 147 added to an existing one), while 168 reduced or exited (126 trimmed, 42 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 64% of total institutional value in ATGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 367.

Hedge Fund Ownership: ATGE

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

Market Analysis: ATGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATGE

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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.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: ATGE
366 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 366 354 3.39%
13F Shares 34M 34M -0.54%
Total Value $4.03B $3.79B 6.51%
New Positions 55 46 +9
Increased Positions 144 144 -
Closed Positions 42 61 -19
Reduced Positions 126 129 -3
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: ATGE

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Institutional Holders (2026 Q2)

366 + investors

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

QUARTER:
Top 25 ATGE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westport Asset Management Inc 6.40% 125,759 $15.7M
2 Farley Capital L.P. 3.65% 37,256 $4.6M
3 Kestrel Investment Management Corp 3.21% 47,300 $5.9M
4 Neumeier Poma Investment Counsel LLC 3.01% 353,047 $44.0M
5 Ariel Investments, LLC 2.20% 1,771,844 $220.9M
6 Lonestar Capital Management LLC 1.99% 55,000 $6.9M
7 SG Capital Management LLC 1.84% 178,396 $22.2M
8 Foresight Group Ltd Liability Partnership 1.73% 77,264 $9.6M
9 Formula Growth Ltd 1.10% 25,196 $3.1M
10 Phocas Financial Corp. 0.88% 50,902 $6.3M
11 Eddie Patel Inc 0.77% 10,285 $1.3M
12 Leuthold Group, LLC 0.57% 45,106 $5.6M
13 Crown Advisors Management, INC. 0.55% 8,000 $997K
14 Lgt Capital Partners LTD. 0.51% 80,500 $10.0M
15 Trail Ridge Investment Advisors, LLC 0.44% 8,424 $1.1M
16 Virtus Advisers, LLC 0.36% 7,514 $937K
17 Frontier Capital Management Co LLC 0.35% 302,654 $37.7M
18 Renaissance Group LLC 0.31% 61,036 $7.6M
19 Banque Cantonale Vaudoise 0.29% 16,700 $2.1M
20 Atom Investors LP 0.28% 25,391 $3.2M
21 Kendall Capital Management 0.24% 11,622 $1.4M
22 Algert Global LLC 0.23% 155,006 $19.3M
23 Integrated Quantitative Investments LLC 0.22% 10,863 $1.4M
24 LGT Fund Management Co Ltd. 0.21% 40,050 $5.0M
25 Hillsdale Investment Management Inc. 0.18% 64,800 $8.1M
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 — Covista Inc (ATGE)

What does the Smart Money Trend signal show for ATGE?

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

Slight buying edge — 55% buying: Last quarter: 202 funds bought or added vs 168 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 ATGE holders?

Elite ownership — 64% AUM from top-100 funds: 57 of 366 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in ATGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ATGE?

53% of holders stayed for 2+ years: 194 out of 367 hedge funds have held ATGE 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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