Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Highland Global Allocation F (HGLB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — HGLB

Based on 42 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 HGLB 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
42 hedge funds hold HGLB 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 — +50% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+50% 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 2 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

19 buying20 selling
Last quarter: 20 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 13 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 29% medium ■ 26% new
19 out of 42 hedge funds have held HGLB 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.
⚠️

Saturation — most institutions already know this story

5 → 10 → 13 → 4 → 8 new funds/Q
New funds entering each quarter: 10 → 13 → 4 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 57% veterans vs 33% newcomers

■ 57% veterans ■ 10% 1-2yr ■ 33% new
Entry-cohort mix of 42 holders: 24 (57%) are 2+ year veterans, 4 entered 1–2 years ago, and 14 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
7 of 42 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — HGLB

In 2026 Q2, 19 hedge funds were net buyers of HGLB (8 opened a new position, 11 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in HGLB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: HGLB

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

Market Analysis: HGLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HGLB

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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.

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

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 38 10.53%
13F Shares 6M 6M 3.25%
Total Value $48M $48M -0.23%
New Positions 8 4 +4
Increased Positions 11 13 -2
Closed Positions 4 8 -4
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HGLB

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
Top 25 HGLB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.58% 525,000 $3.9M
2 Shaker Financial Services, LLC 1.23% 520,207 $3.9M
3 Quantedge Capital Pte Ltd 1.15% 201,587 $1.5M
4 Advisory Solutions Group, LLC 0.29% 113,297 $852K
5 Sovereign Financial Group, Inc. 0.13% 113,391 $853K
6 NWF Advisory Services Inc. 0.12% 165,400 $1.2M
7 Landscape Capital Management, L.L.C. 0.10% 201,096 $1.5M
8 Kapstone Financial Advisors LLC 0.07% 23,455 $176K
9 Concorde Asset Management, LLC 0.05% 12,000 $90K
10 Blue Bell Private Wealth Management, LLC 0.02% 23,189 $174K
11 Godfrey Financial Associates, Inc. 0.02% 3,203 $24K
12 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.01% 14,107 $106K
13 Oppenheimer & Co Inc 0.01% 90,402 $680K
14 International Assets Investment Management, LLC 0.01% 11,904 $91K
15 Raymond James Financial Inc 0.00% 2,225,125 $16.7M
16 Capital Investment Advisors, LLC 0.00% 40,144 $302K
17 NewEdge Advisors, LLC 0.00% 169,935 $1.3M
18 XTX Topco Ltd 0.00% 30,986 $233K
19 Summit Financial, LLC 0.00% 36,500 $274K
20 Osaic Holdings, INC. 0.00% 229,469 $1.7M
21 CoreCap Advisors, LLC 0.00% 5,385 $40K
22 Lanark Financial, INC. 0.00% 2,067 $16K
23 HB Wealth Management, LLC 0.00% 22,435 $169K
24 LPL Financial LLC 0.00% 546,359 $4.1M
25 Benjamin Edwards Inc 0.00% 11,145 $84K
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 — Highland Global Allocation F (HGLB)

What does the Smart Money Trend signal show for HGLB?

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

More sellers than buyers — 49% buying: Last quarter: 20 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HGLB holders?

Strong quality — 23% AUM from major funds: 7 of 42 holders rank in the top 100 by AUM, accounting for 23% 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 HGLB?

45% of holders stayed for 2+ years: 19 out of 42 hedge funds have held HGLB 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.

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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