Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Credit Suisse Nassau Branc (GLDI)

33 + Investors. Track Smart Money conviction in GLDI. 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
51%

Smart Money Signals — GLDI

Based on 33 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 GLDI 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 — 94% of 3.0Y peak

94% of all-time peak
33 funds currently hold this stock — 94% of the 3.0-year high of 35 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +74% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+74% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 51% buying

19 buying18 selling
Last quarter: 19 funds bought or added vs 18 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 30% new

■ 36% conviction (2yr+) ■ 33% medium ■ 30% new
Of the 33 current holders: 12 (36%) held >2 years, 11 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~7 new funds/quarter

6 → 8 → 9 → 12 → 7 new funds/Q
New funds entering each quarter: 8 → 9 → 12 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 45% newcomers

■ 45% veterans ■ 9% 1-2yr ■ 45% new
Entry-cohort mix of 33 holders: 15 (45%) are 2+ year veterans, 3 entered 1–2 years ago, and 15 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
6 of 33 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — GLDI

In 2026 Q2, 19 hedge funds were net buyers of GLDI (7 opened a new position, 12 added to an existing one), while 18 reduced or exited (9 trimmed, 9 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 24% of total institutional value in GLDI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: GLDI

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

Market Analysis: GLDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLDI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: GLDI
33 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 33 35 -5.71%
13F Shares 144K 177K -18.42%
Total Value $20M $29M -30.85%
New Positions 7 12 -5
Increased Positions 12 14 -2
Closed Positions 9 6 +3
Reduced Positions 9 5 +4
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLDI

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Financial Highlights

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Institutional Holders (2026 Q2)

33 + investors

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

QUARTER:
Top 25 GLDI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnacle Wealth LLC 0.90% 9,395 $1.3M
2 MADDEN SECURITIES Corp 0.74% 18,885 $2.7M
3 Split Rock Private Trading & Wealth Management, LLC 0.68% 7,064 $993K
4 Oakmont Advisory Group, LLC 0.47% 3,960 $557K
5 Decision Investments, Inc 0.26% 2,051 $288K
6 Dover Advisors, LLC 0.23% 3,208 $557K
7 Oasis Advisors, LLC 0.23% 2,491 $350K
8 Tactive Advisors, LLC 0.11% 3,219 $452K
9 CreativeOne Wealth, LLC 0.03% 9,281 $1.3M
10 Dynamic Advisor Solutions LLC 0.03% 6,685 $940K
11 Old Mission Capital LLC 0.01% 5,452 $766K
12 Mutual Advisors, LLC 0.01% 3,127 $439K
13 Aventura Private Wealth, LLC 0.00% 109 $15K
14 Private Advisor Group, LLC 0.00% 7,060 $992K
15 IMA Advisory Services, Inc. 0.00% 275 $39K
16 Osaic Holdings, INC. 0.00% 12,544 $1.8M
17 Kestra Advisory Services, LLC 0.00% 3,507 $493K
18 HB Wealth Management, LLC 0.00% 1,760 $247K
19 EverSource Wealth Advisors, LLC 0.00% 213 $30K
20 Hrt Financial LP 0.00% 2,688 $377K
21 LPL Financial LLC 0.00% 16,818 $2.4M
22 CoreCap Advisors, LLC 0.00% 115 $16K
23 Steward Partners Investment Advisory, LLC 0.00% 552 $78K
24 Royal Bank of Canada 0.00% 17,695 $2.5M
25 Global Retirement Partners, LLC 0.00% 145 $20K
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 — Credit Suisse Nassau Branc (GLDI)

What does the Smart Money Trend signal show for GLDI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GLDI 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 GLDI?

Slight buying edge — 51% buying: Last quarter: 19 funds bought or added vs 18 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 GLDI holders?

Strong quality — 24% AUM from major funds: 6 of 33 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GLDI?

Mixed — 36% long-term, 30% new: Of the 33 current holders: 12 (36%) held >2 years, 11 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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