CGGE Hedge Fund Ownership (Q2 2026)

Capital Group Global Equity (CGGE)

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

Smart Money Signals — CGGE

Based on 185 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 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

185 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 — +131% more funds vs a year ago

fund count last 6Q

+105 new funds entered over the past year (+131% 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 — 75% buying

136 buying46 selling

Last quarter: 136 funds were net buyers (33 opened a brand new position + 103 added to an existing one). Only 46 were sellers (30 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 40 → 39 → 32 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 44% entered in last year

■ 2% conviction (2yr+) ■ 54% medium ■ 44% new

Only 3 funds (2%) 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.

💰

Value +32% but shares only +14% — price-driven

Value

+31%

+14%

Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

38 → 40 → 39 → 32 → 33 new funds/Q

New funds entering each quarter: 40 → 39 → 32 → 33. CGGE 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 — 77% of holders entered in last year

■ 1% veterans ■ 23% 1-2yr ■ 77% new

Of 185 current holders: 142 (77%) 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

17 of 185 holders are among the 100 largest funds by AUM, controlling 49% 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.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	185	168	10.12%
13F Shares	79M	69M	14.16%
Total Value	$2.67B	$2.03B	31.75%
New Positions	33	32	+1
Increased Positions	103	97	+6
Closed Positions	16	16	-
Reduced Positions	30	19	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

185

168

10.12%

13F Shares

79M

69M

14.16%

Total Value

$2.67B

$2.03B

31.75%

New Positions

Increased Positions

103

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

185 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGGE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	James Reed Financial Services, Inc.	15.91%	591,511	$20.8M
2	Panoramic Capital Partners, LLC	8.37%	502,212	$17.7M
3	Compton Financial Group, LLC	4.32%	636,441	$22.4M
4	Capital Group Private Client Services, Inc.	4.16%	8,369,362	$294.9M
5	BNB Wealth Management, LLC	3.19%	165,342	$5.8M
6	AMG Asset Management Group, Inc.	2.83%	128,128	$4.5M
7	Boyer Financial Services, Inc.	2.41%	81,652	$2.9M
8	Larson Financial Group LLC	1.83%	1,983,117	$69.9M
9	Hopwood Nicholas Hunter	1.29%	125,339	$4.0M
10	A&I Financial Services, LLC	1.18%	76,848	$2.7M
11	Merited Wealth, LLC	1.15%	46,219	$1.6M
12	LongView Wealth Management	1.12%	123,843	$4.4M
13	R2 Capital Strategies, LLC	0.95%	59,632	$2.1M
14	Intrua Financial, LLC	0.85%	264,007	$9.3M
15	Capital Investment Management, Inc.	0.78%	72,711	$2.6M
16	Lantern Wealth Advisors, LLC	0.74%	46,010	$1.6M
17	Vantus Wealth LLC	0.74%	39,160	$1.4M
18	SFG Wealth Management, LLC.	0.72%	56,795	$2.0M
19	Strategic Blueprint, LLC	0.58%	330,571	$11.6M
20	Kintra Wealth, LLC	0.54%	285,637	$10.3M
21	Gateway Wealth Partners, LLC	0.49%	232,465	$8.2M
22	Benjamin Edwards Inc	0.48%	1,490,362	$52.5M
23	Clearstead Advisors, LLC	0.45%	1,349,068	$47.5M
24	Smartleaf Asset Management LLC	0.45%	394,290	$13.7M
25	Blueprint Financial Advisors LLC	0.39%	99,858	$3.5M

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 — 9 quarters in a row: For 9 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 — 75% buying: Last quarter: 136 funds were net buyers (33 opened a brand new position + 103 added to an existing one). Only 46 were sellers (30 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGE holders?

Elite ownership — 49% AUM from top-100 funds: 17 of 185 holders are among the 100 largest funds by AUM, controlling 49% 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 — 44% entered in last year: Only 3 funds (2%) 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Capital Group Global Equity (CGGE)

Smart Money Signals — CGGE

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +131% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~33 new funds per quarter

Mostly new holders — 44% entered in last year

Value +32% but shares only +14% — price-driven

Peak discovery — momentum slowing

Early stage — 77% of holders entered in last year

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — CGGE

Hedge Fund Ownership: CGGE

Market Analysis: CGGE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGGE

Hedge Fund Positioning: CGGE

Statistics: CGGE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Group Global Equity (CGGE)

Welcome to 13Foresight!