Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP DIVIDEND GROWE (CGDG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
10Q ▲
Buyers last Q
86%

Smart Money Signals — CGDG

Based on 232 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added CGDG 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
232 hedge funds hold CGDG 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 — +93% more funds vs a year ago

fund count last 6Q
+112 new funds entered over the past year (+93% 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 — 86% buying

191 buying30 selling
Last quarter: 191 funds were net buyers (41 opened a brand new position + 150 added to an existing one). Only 30 were sellers (24 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CGDG position: 36 → 40 → 33 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 43% entered in last year

■ 12% conviction (2yr+) ■ 45% medium ■ 43% new
Only 27 funds (12%) 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.
➡️

Steady discovery — ~41 new funds/quarter

35 → 36 → 40 → 33 → 41 new funds/Q
New funds entering each quarter: 36 → 40 → 33 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

■ 3% veterans ■ 35% 1-2yr ■ 62% new
Of 232 current holders: 144 (62%) entered in the past year, only 6 (3%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
13 of 232 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CGDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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: CGDG

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

Market Analysis: CGDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGDG

-- --

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.

17 top-rated funds 10 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: CGDG
2026 Q1 Stats Unlock in 11 days 232 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 232 197 17.77%
13F Shares 94M 80M 18.22%
Total Value $3.37B $2.76B 21.85%
New Positions 41 33 +8
Increased Positions 150 127 +23
Closed Positions 6 9 -3
Reduced Positions 24 26 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGDG

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 Q1)

232 + investors

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

Top 25 institutional holders of CGDG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boyer Financial Services, Inc. 11.31% 297,169 $10.7M
2 Entruity Wealth, LLC 5.28% 216,837 $7.8M
3 J. Derek Lewis & Associates Inc. 4.71% 563,341 $20.1M
4 Swisher Financial Concepts, Inc. 4.47% 222,399 $8.0M
5 SWEENEY & MICHEL, LLC 3.13% 286,127 $10.7M
6 Confluence Wealth Services, Inc. 2.86% 2,056,892 $73.8M
7 Merited Wealth, LLC 2.62% 88,108 $3.2M
8 Compton Financial Group, LLC 2.37% 299,323 $10.7M
9 NavPoint Financial, Inc. 2.34% 161,369 $5.8M
10 BlueChip Wealth Advisors LLC 2.25% 143,026 $5.1M
11 Onyx Bridge Wealth Group LLC 1.64% 424,066 $15.2M
12 Shira Ridge Wealth Management 1.59% 112,023 $4.0M
13 MFA Wealth Services 1.56% 65,653 $2.4M
14 WealthCare Investment Partners, LLC 1.38% 139,160 $5.0M
15 Nautilus Advisors LLC 1.37% 55,569 $2.0M
16 ROTHSCHILD INVESTMENT LLC 1.24% 660,932 $23.7M
17 SEAMOUNT FINANCIAL GROUP INC 1.21% 75,046 $2.7M
18 LongView Wealth Management 1.10% 116,955 $4.4M
19 LifeGoal Investments, LLC 0.90% 43,596 $1.6M
20 Valmark Advisers, Inc. 0.89% 2,079,344 $74.6M
21 Latitude Advisors, LLC 0.88% 53,638 $1.9M
22 Trueblood Wealth Management, LLC 0.86% 61,208 $2.2M
23 Aspire Growth Partners LLC 0.79% 32,026 $1.1M
24 WealthSpring Partners, LLC 0.75% 22,902 $822K
25 SFG Wealth Management, LLC. 0.71% 47,951 $1.7M
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 DIVIDEND GROWE (CGDG)

What does the Smart Money Trend signal show for CGDG?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added CGDG 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 CGDG?

More buyers than sellers — 86% buying: Last quarter: 191 funds were net buyers (41 opened a brand new position + 150 added to an existing one). Only 30 were sellers (24 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGDG holders?

Elite ownership — 51% AUM from top-100 funds: 13 of 232 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CGDG. 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 CGDG?

Mostly new holders — 43% entered in last year: Only 27 funds (12%) 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.