Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank Montreal Medium (FNGB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — FNGB

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FNGB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
21 funds currently hold this stock — 91% of the 3.0-year high of 23 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+24% 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.
🔴

Heavy selling pressure — only 35% buying

8 buying15 selling
Last quarter: 15 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 8 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 33% entered in last year

■ 5% conviction (2yr+) ■ 62% medium ■ 33% new
Only 1 funds (5%) 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.
📊

Peak discovery — momentum slowing

14 → 10 → 8 → 6 → 5 new funds/Q
New funds entering each quarter: 10 → 8 → 6 → 5. FNGB 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 — 86% of holders entered in last year

■ 5% veterans ■ 10% 1-2yr ■ 86% new
Of 21 current holders: 18 (86%) entered in the past year, only 1 (5%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
5 of 21 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FNGB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — FNGB

In 2026 Q2, 8 hedge funds were net buyers of FNGB (5 opened a new position, 3 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 35% buyer ratio, indicating net institutional distribution. 43% of total institutional value in FNGB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 21.

Hedge Fund Ownership: FNGB

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

Market Analysis: FNGB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNGB

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FNGB
21 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 23 -8.7%
13F Shares 1M 7M -83.69%
Total Value $27M $105M -73.95%
New Positions 5 6 -1
Increased Positions 3 8 -5
Closed Positions 7 5 +2
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNGB

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Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:
Top 21 FNGB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centric Wealth Management 0.29% 73,218 $1.9M
2 TRUE Private Wealth Advisors 0.20% 91,322 $2.3M
3 Altura Wealth Advisors Inc. 0.19% 21,942 $564K
4 Larson Financial Group LLC 0.09% 135,000 $3.5M
5 Mayflower Financial Advisors, LLC 0.04% 16,385 $421K
6 Tower Research Capital LLC (TRC) 0.01% 22,735 $585K
7 HUB Investment Partners, LLC 0.01% 13,500 $347K
8 XTX Topco Ltd 0.00% 11,136 $286K
9 Hrt Financial LP 0.00% 52,895 $1.4M
10 IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% 40 $1K
11 Kestra Advisory Services, LLC 0.00% 15,625 $402K
12 Renaissance Technologies LLC 0.00% 30,600 $787K
13 Morgan Stanley 0.00% 330,280 $8.5M
14 Caitlin John, LLC 0.00% 31 —
15 Creative Financial Designs Inc /Adv 0.00% 265 $7K
16 Jane Street Group, LLC 0.00% 126,847 $3.3M
17 Citadel Advisors LLC 0.00% 84,037 $2.2M
18 Citigroup Inc 0.00% 17,392 $447K
19 Barclays plc 0.00% 19,600 $504K
20 PNC Financial Services Group, INC. 0.00% 3,233 $83K
21 Mercer Global Advisors Inc /Adv 0.00% 125 $3K
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 — Bank Montreal Medium (FNGB)

What does the Smart Money Trend signal show for FNGB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FNGB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FNGB?

Heavy selling pressure — only 35% buying: Last quarter: 15 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FNGB holders?

Elite ownership — 43% AUM from top-100 funds: 5 of 21 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FNGB. 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 FNGB?

Mostly new holders — 33% entered in last year: Only 1 funds (5%) 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.

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