Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO EQUITY SER (MFEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
61%

Smart Money Signals — MFEM

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

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 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MFEM is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

22 buying14 selling
Last quarter: 22 funds were net buyers (6 opened a brand new position + 16 added to an existing one). Only 14 were sellers (8 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 2 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 6% medium ■ 21% new
24 out of 33 hedge funds have held MFEM 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 — ~6 new funds/quarter

5 → 5 → 3 → 2 → 6 new funds/Q
New funds entering each quarter: 5 → 3 → 2 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 33 current holders: 23 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
6 of 33 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — MFEM

In 2025 Q4, 22 hedge funds were net buyers of MFEM (6 opened a new position, 16 added to an existing one), while 14 reduced or exited (8 trimmed, 6 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 21% of total institutional value in MFEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 33.

Hedge Fund Ownership: MFEM

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

Market Analysis: MFEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFEM

-- --

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

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
1.6
/ 10
conviction
Hedge Fund Positioning: MFEM
2026 Q1 Stats Unlock in 6 days 33 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 33 -
13F Shares 5M 4M 12.17%
Total Value $108M $94M 15.66%
New Positions 6 2 +4
Increased Positions 16 15 +1
Closed Positions 6 2 +4
Reduced Positions 8 12 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFEM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

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

Top 24 institutional holders of MFEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schiavi & Co LLC 6.93% 933,499 $23.4M
2 INTEGRATED CAPITAL MANAGEMENT, INC. 3.78% 227,511 $5.7M
3 Williams & Novak, LLC 3.17% 169,057 $4.2M
4 DAHRING | CUSMANO LLC 3.13% 203,530 $5.1M
5 Austin Wealth Management, LLC 1.29% 227,455 $5.7M
6 EVOLVE PRIVATE WEALTH, LLC 0.75% 561,692 $14.1M
7 ALTFEST L J & CO INC 0.56% 210,692 $5.3M
8 Walkner Condon Financial Advisors LLC 0.26% 78,547 $2.0M
9 PARK AVENUE SECURITIES LLC 0.13% 679,168 $17K
10 Orion Porfolio Solutions, LLC 0.02% 77,324 $1.9M
11 Roble, Belko & Company, Inc 0.01% 2,815 —
12 MML INVESTORS SERVICES, LLC 0.01% 110,179 $2.8M
13 ENVESTNET ASSET MANAGEMENT INC 0.01% 912,799 $22.8M
14 Private Advisor Group, LLC 0.00% 22,915 $573K
15 Cambridge Investment Research Advisors, Inc. 0.00% 28,894 —
16 Bogart Wealth, LLC 0.00% 1,000 $25K
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 11,900 $296K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 14,458 $362K
19 JANE STREET GROUP, LLC 0.00% 144,023 $3.6M
20 Cetera Investment Advisers 0.00% 16,506 $413K
21 LPL Financial LLC 0.00% 31,894 $798K
22 Princeton Global Asset Management LLC 0.00% 50 $1K
23 WELLS FARGO & COMPANY/MN 0.00% 15,003 $375K
24 ASSETMARK, INC 0.00% 1,206 $30K
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 — PIMCO EQUITY SER (MFEM)

What does the Smart Money Trend signal show for MFEM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MFEM?

More buyers than sellers — 61% buying: Last quarter: 22 funds were net buyers (6 opened a brand new position + 16 added to an existing one). Only 14 were sellers (8 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFEM holders?

Strong quality — 21% AUM from major funds: 6 of 33 holders rank in the top 100 by AUM, accounting for 21% 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 MFEM?

73% of holders stayed for 2+ years: 24 out of 33 hedge funds have held MFEM 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.