Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP CONSERVATIVE E (CGCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
7Q ▲
Buyers last Q
87%

Smart Money Signals — CGCV

Based on 128 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added CGCV 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
128 hedge funds hold CGCV 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 — +178% more funds vs a year ago

fund count last 6Q
+82 new funds entered over the past year (+178% 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.
🟢

More buyers than sellers — 87% buying

113 buying17 selling
Last quarter: 113 funds were net buyers (34 opened a brand new position + 79 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new CGCV position: 22 → 22 → 25 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 59% entered in last year

■ 1% conviction (2yr+) ■ 41% medium ■ 59% new
Only 1 funds (1%) 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.
📈

Growing discovery — still being found

27 → 22 → 22 → 25 → 34 new funds/Q
New funds entering each quarter: 22 → 22 → 25 → 34. A growing number of institutions are discovering CGCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 88% of holders entered in last year

■ 1% veterans ■ 12% 1-2yr ■ 88% new
Of 128 current holders: 112 (88%) entered in the past year, only 1 (1%) 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.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
12 of 128 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CGCV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.1
out of 10
Moderate Exit Risk
Exit risk score 6.1/10 — 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.

Hedge Fund Ownership: CGCV

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

Market Analysis: CGCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGCV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: CGCV
2026 Q1 Stats Unlock in 10 days 128 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 128 103 24.27%
13F Shares 36M 27M 32.51%
Total Value $1.14B $826M 38.18%
New Positions 34 25 +9
Increased Positions 79 63 +16
Closed Positions 9 4 +5
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGCV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

128 + investors

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

Top 25 institutional holders of CGCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tribridge Partners Financial LLC 9.80% 793,969 $23.7M
2 Carson Advisory Inc. 4.52% 292,429 $8.7M
3 Clearstead Trust, LLC 2.50% 513,754 $15.3M
4 Midwest Heritage Bank, FSB 2.12% 221,670 $6.6M
5 J. Derek Lewis & Associates Inc. 1.99% 278,205 $8.5M
6 Souders Financial Advisors 1.60% 469,338 $14.0M
7 Hartmann Taylor Wealth Management, LLC 1.50% 75,964 $2.3M
8 Bulwark Capital Corp 1.47% 79,870 $2.4M
9 Worthington Financial Partners, LLC 1.41% 55,175 $1.6M
10 BlueChip Wealth Advisors LLC 1.03% 78,955 $2.4M
11 FINANCIAL MANAGEMENT NETWORK INC 1.00% 210,506 $6.5M
12 DMKC Advisory Services, LLC 0.86% 69,400 $2.1M
13 Evernest Financial Advisors, LLC 0.84% 129,884 $4.0M
14 Junk Investment Group, LLC 0.79% 50,666 $1.5M
15 REGATTA CAPITAL GROUP, LLC 0.60% 131,961 $3.9M
16 Pines Wealth Management, LLC 0.57% 58,698 $1.7M
17 Compton Financial Group, LLC 0.56% 84,942 $2.5M
18 AdvisorNet Financial, Inc 0.53% 341,835 $10.2M
19 ST GERMAIN D J CO INC 0.45% 380,384 $11.3M
20 CWS Financial Advisors, LLC 0.42% 55,624 $1.7M
21 Confluence Wealth Services, Inc. 0.41% 350,607 $10.5M
22 Main Line Retirement Advisors, LLC 0.37% 25,062 $747K
23 A&I FINANCIAL SERVICES, LLC 0.29% 20,857 $622K
24 M.E. ALLISON & CO., INC. 0.29% 14,445 $431K
25 PCG Wealth Advisors, LLC 0.24% 31,362 $935K
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 — CAPITAL GROUP CONSERVATIVE E (CGCV)

What does the Smart Money Trend signal show for CGCV?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CGCV 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 CGCV?

More buyers than sellers — 87% buying: Last quarter: 113 funds were net buyers (34 opened a brand new position + 79 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGCV holders?

Elite ownership — 49% AUM from top-100 funds: 12 of 128 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in CGCV. 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 CGCV?

Mostly new holders — 59% entered in last year: Only 1 funds (1%) 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.