Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Iamgold Corp (IAG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
8Q ▲
Buyers last Q
58%

Smart Money Signals — IAG

Based on 299 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added IAG 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
299 hedge funds hold IAG 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 — +31% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+31% 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 — 58% buying

178 buying129 selling
Last quarter: 178 funds bought or added vs 129 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new IAG position: 56 → 53 → 54 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 27% medium ■ 26% new
139 out of 299 hedge funds have held IAG 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.
💰

Price up while funds trimmed (-1% value, -54% shares)

Value
-1%
Shares
-53%
Last quarter: total value of institutional IAG holdings rose -1% even though funds reduced share count by 54%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~64 new funds/quarter

58 → 56 → 53 → 54 → 64 new funds/Q
New funds entering each quarter: 56 → 53 → 54 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 32% newcomers

■ 56% veterans ■ 11% 1-2yr ■ 32% new
Entry-cohort mix of 317 holders: 179 (56%) are 2+ year veterans, 36 entered 1–2 years ago, and 102 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
50 of 296 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — IAG

In 2026 Q1, 178 hedge funds were net buyers of IAG (64 opened a new position, 114 added to an existing one), while 129 reduced or exited (98 trimmed, 31 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in IAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 299.

Hedge Fund Ownership: IAG

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

Market Analysis: IAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAG

-- --

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

Is It Too Late to Buy Iamgold Corp (IAG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IAG has moved relative to its sector benchmark (SPY) 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 · 45d ago
IAG
+15.8%
SPY
+3.9%

IAG outperformed SPY by +11.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
IAG
+0.0%
SPY
+0.0%

Since the filing became public, IAG outperformed SPY by +0.0% .

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.

23 top-rated funds 9 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IAG
2026 Q2 Stats Unlock in 5 days 298 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 298 265 12.45%
13F Shares 374M 812M -53.92%
Total Value $6.24B $6.32B -1.29%
New Positions 64 53 +11
Increased Positions 108 77 +31
Closed Positions 31 53 -22
Reduced Positions 94 98 -4
Total Calls 13 13 -
Total Puts 8 10 -20.0%
PUT/CALL Ratio 0.62 0.77 Bullish

Statistics: IAG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

298 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mudita Advisors LLP 7.83% 2,375,300 $37.6M
2 Bastion Asset Management Inc. 4.45% 861,060 $13.1M
3 Winmill & CO. Inc 4.17% 1,190,000 $18.8M
4 Extract Advisors LLC 3.81% 860,162 $13.6M
5 Donald Smith & CO., INC. 3.65% 13,014,250 $206.1M
6 Sprott INC. 3.17% 6,312,748 $100.0M
7 P Schoenfeld Asset Management LP 2.11% 325,000 $5.1M
8 P Schoenfeld Asset Management LP 2.09% 323,337 $5.1M
9 NewGen Asset Management Ltd 1.96% 300,000 $4.8M
10 PCJ Investment Counsel Ltd. 1.78% 390,780 $6.2M
11 U S Global Investors Inc 1.34% 878,486 $13.9M
12 Semanteon Capital Management, LP 1.11% 15,579 $247K
13 Hartree Partners, LP 1.05% 311,000 $4.9M
14 Beck Bode, LLC 0.93% 385,870 $6.1M
15 Leuthold Group, LLC 0.89% 558,547 $8.8M
16 L1 Capital Pty Ltd 0.81% 1,512,374 $24.0M
17 Wealth High Governance Asset Management Ltda. 0.72% 244,105 $4.0M
18 Hillsdale Investment Management Inc. 0.72% 1,980,950 $31.4M
19 Picton Mahoney Asset Management 0.59% 5,016,085 $79.2M
20 Vann Equity Management LLC 0.53% 54,707 $867K
21 Ninepoint Partners LP 0.49% 405,892 $6.4M
22 Waratah Capital Advisors Ltd. 0.46% 849,801 $13.5M
23 Triasima Portfolio Management inc. 0.41% 190,733 $3.0M
24 Exit Wealth Advisors, LLC. 0.38% 52,793 $836K
25 FIL Ltd 0.34% 29,559,323 $469.2M
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 — Iamgold Corp (IAG)

What does the Smart Money Trend signal show for IAG?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added IAG 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 IAG?

Slight buying edge — 58% buying: Last quarter: 178 funds bought or added vs 129 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 IAG holders?

Elite ownership — 55% AUM from top-100 funds: 50 of 296 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IAG. 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 IAG?

46% of holders stayed for 2+ years: 139 out of 299 hedge funds have held IAG 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 Iamgold Corp (IAG) following the 2026 Q2 hedge fund 13F filings?

As of today, IAG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IAG has gained +15.8% vs +3.9% for SPY. 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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