Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

General Amern Invs Co Inc (GAM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — GAM

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GAM 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
108 hedge funds hold GAM 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 — +29% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+29% 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.
🟡

Slight buying edge — 55% buying

40 buying33 selling
Last quarter: 40 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new GAM position: 14 → 16 → 8 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 21% new
63 out of 108 hedge funds have held GAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~19 new funds/quarter

6 → 14 → 16 → 8 → 19 new funds/Q
New funds entering each quarter: 14 → 16 → 8 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 27% newcomers

■ 63% veterans ■ 10% 1-2yr ■ 27% new
Entry-cohort mix of 108 holders: 68 (63%) are 2+ year veterans, 11 entered 1–2 years ago, and 29 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
16 of 108 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — GAM

In 2026 Q2, 40 hedge funds were net buyers of GAM (19 opened a new position, 21 added to an existing one), while 33 reduced or exited (29 trimmed, 4 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: GAM

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

Market Analysis: GAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAM

-- --

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

Is It Too Late to Buy General Amern Invs Co Inc (GAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GAM has moved relative to its sector benchmark (XLF) since the 2026 Q2 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 June 30, 2026 · 59d ago
GAM
+5.3%
XLF
+8.4%

GAM outperformed XLF by -3.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
GAM
-1.1%
XLF
-0.1%

Since the filing became public, GAM outperformed XLF by -1.0% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: GAM
108 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 108 93 16.13%
13F Shares 8M 8M 0.36%
Total Value $433M $395M 9.63%
New Positions 19 8 +11
Increased Positions 21 23 -2
Closed Positions 4 8 -4
Reduced Positions 29 28 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GAM

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Financial Highlights

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Institutional Holders (2026 Q2)

108 + investors

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

QUARTER:
Top 25 GAM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Bell Private Wealth Management, LLC 6.56% 825,486 $52.6M
2 Altium Capital Management LLC 6.55% 48,755 $3.1M
3 Bulldog Investors, LLP 4.16% 296,450 $18.9M
4 Saba Capital Management, L.P. 2.86% 1,751,470 $111.7M
5 Shaker Financial Services, LLC 1.62% 81,300 $5.2M
6 Atlas Wealth LLC 1.55% 170,497 $10.9M
7 Thomas J. Herzfeld Advisors, Inc. 0.62% 31,935 $2.0M
8 1607 Capital Partners, LLC 0.61% 109,527 $7.0M
9 Advocate Investing Services LLC 0.60% 12,269 $782K
10 Samalin Investment Counsel, LLC 0.50% 25,234 $1.6M
11 Levin Capital Strategies, L.P. 0.46% 107,324 $6.8M
12 Schrum Private Wealth Management LLC 0.26% 5,062 $252K
13 Waller Financial Planning Group, Inc 0.26% 19,563 $1.2M
14 Advisory Advocates, LLC 0.23% 4,260 $272K
15 Mraz, Amerine & Associates, Inc. 0.17% 18,151 $1.2M
16 Overbrook Management Corp 0.16% 16,395 $1.0M
17 Lazard Asset Management LLC 0.15% 1,583,896 $101.0M
18 Evolve Private Wealth, LLC 0.15% 38,203 $2.4M
19 Uncommon Cents Investing LLC 0.13% 9,507 $606K
20 Advisors Asset Management, Inc. 0.12% 121,084 $7.7M
21 Cornerstone Planning, LLC 0.11% 7,136 $455K
22 Quad-Cities Investment Group, LLC 0.07% 3,245 $207K
23 Css LLC/Il 0.07% 29,802 $1.9M
24 Robinswood Financial LLC 0.06% 3,456 $174K
25 Compass Wealth Management LLC 0.06% 4,848 $309K
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 — General Amern Invs Co Inc (GAM)

What does the Smart Money Trend signal show for GAM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GAM 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 GAM?

Slight buying edge — 55% buying: Last quarter: 40 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GAM holders?

Smaller funds dominant — 7% AUM from top-100: 16 of 108 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GAM?

58% of holders stayed for 2+ years: 63 out of 108 hedge funds have held GAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy General Amern Invs Co Inc (GAM) following the 2026 Q2 hedge fund 13F filings?

As of today, GAM has moved -1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLF sector ETF — an outperformance of -1.0%. Since the quarter end (June 30, 2026), GAM has gained +5.3% vs +8.4% for XLF. 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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