Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP GLOBAL EQUITY (CGGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
7Q ▲
Buyers last Q
89%

Smart Money Signals — CGGE

Based on 151 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 CGGE 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
151 hedge funds hold CGGE 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 — +907% more funds vs a year ago

fund count last 6Q
+136 new funds entered over the past year (+907% 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 — 89% buying

128 buying16 selling
Last quarter: 128 funds were net buyers (38 opened a brand new position + 90 added to an existing one). Only 16 were sellers (13 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 38 → 40 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 74% entered in last year

■ 1% conviction (2yr+) ■ 26% medium ■ 74% 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

9 → 29 → 38 → 40 → 38 new funds/Q
New funds entering each quarter: 29 → 38 → 40 → 38. A growing number of institutions are discovering CGGE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 94% of holders entered in last year

■ 1% veterans ■ 5% 1-2yr ■ 94% new
Of 151 current holders: 142 (94%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
16 of 151 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CGGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.8
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 — CGGE

In 2025 Q4, 128 hedge funds were net buyers of CGGE (38 opened a new position, 90 added to an existing one), while 16 reduced or exited (13 trimmed, 3 sold completely) — a 89% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in CGGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 151.

Hedge Fund Ownership: CGGE

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

Market Analysis: CGGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGGE

-- --

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

Is It Too Late to Buy CAPITAL GROUP GLOBAL EQUITY (CGGE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGGE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
CGGE
+14.0%
SPY
+42.5%

CGGE outperformed SPY by -28.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
CGGE
+0.1%
SPY
-1.8%

Since the filing became public, CGGE outperformed SPY by +1.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: CGGE
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 151 9.93%
13F Shares 69M 51M 35.24%
Total Value $2.03B $1.63B 24.5%
New Positions 31 38 -7
Increased Positions 96 90 +6
Closed Positions 16 3 +13
Reduced Positions 19 13 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGE

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Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:
Top 25 institutional holders of CGGE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 James Reed Financial Services, Inc. 15.48% 586,128 $17.9M
2 Capital Group Private Client Services, Inc. 3.56% 6,918,527 $211.0M
3 Merited Wealth, LLC 3.38% 133,710 $4.1M
4 AMG Asset Management Group, Inc. 2.99% 126,260 $3.9M
5 Compton Financial Group, LLC 2.45% 363,042 $11.1M
6 Boyer Financial Services, Inc. 2.35% 72,680 $2.2M
7 Larson Financial Group LLC 1.54% 1,577,926 $48.1M
8 BNB Wealth Management, LLC 1.10% 56,390 $1.7M
9 LongView Wealth Management 1.04% 125,471 $4.1M
10 A&I FINANCIAL SERVICES, LLC 0.95% 65,713 $2.0M
11 Intrua Financial, LLC 0.77% 244,922 $7.5M
12 Clearstead Advisors, LLC 0.77% 2,749,114 $83.8M
13 Lantern Wealth Advisors, LLC 0.73% 46,819 $1.4M
14 SFG Wealth Management, LLC. 0.72% 57,240 $1.7M
15 Capital Investment Management, Inc. 0.63% 56,548 $1.8M
16 Strategic Blueprint, LLC 0.57% 323,839 $9.9M
17 KINTRA WEALTH, LLC 0.47% 218,540 $6.7M
18 Gateway Wealth Partners, LLC 0.42% 356,920 $10.9M
19 Smartleaf Asset Management LLC 0.42% 394,290 $11.6M
20 Blueprint Financial Advisors LLC 0.41% 90,826 $2.8M
21 BENJAMIN EDWARDS INC 0.39% 1,298,512 $39.6M
22 Tempus Wealth Planning, LLC 0.33% 47,268 $1.4M
23 Vestmark Advisory Solutions, Inc. 0.30% 885,670 $27.0M
24 Blueprint Investment Partners LLC 0.28% 90,826 $2.8M
25 Sovran Advisors, LLC 0.27% 102,388 $3.4M
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 GLOBAL EQUITY (CGGE)

What does the Smart Money Trend signal show for CGGE?

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

More buyers than sellers — 89% buying: Last quarter: 128 funds were net buyers (38 opened a brand new position + 90 added to an existing one). Only 16 were sellers (13 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGE holders?

Elite ownership — 46% AUM from top-100 funds: 16 of 151 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CGGE. 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 CGGE?

Mostly new holders — 74% 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.

Is it too late to buy CAPITAL GROUP GLOBAL EQUITY (CGGE) following the 2026 Q1 hedge fund 13F filings?

As of today, CGGE has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), CGGE has gained +14.0% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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