Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Adam Nat Res Fd Inc (PEO)

98 + Investors. Track Smart Money conviction in PEO. 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
71%

Smart Money Signals — PEO

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PEO 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
99 hedge funds hold PEO 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

68 buying28 selling
Last quarter: 68 funds were net buyers (24 opened a brand new position + 44 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new PEO position: 6 → 8 → 6 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 14% medium ■ 27% new
58 out of 99 hedge funds have held PEO 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 (+21% value, -3% shares)

Value
+21%
Shares
-3%
Last quarter: total value of institutional PEO holdings rose +21% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

14 → 6 → 8 → 6 → 24 new funds/Q
New funds entering each quarter: 6 → 8 → 6 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 61% veterans vs 30% newcomers

■ 61% veterans ■ 9% 1-2yr ■ 30% new
Entry-cohort mix of 99 holders: 60 (61%) are 2+ year veterans, 9 entered 1–2 years ago, and 30 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
15 of 98 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — PEO

In 2026 Q1, 68 hedge funds were net buyers of PEO (24 opened a new position, 44 added to an existing one), while 28 reduced or exited (19 trimmed, 9 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. 22% of total institutional value in PEO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 99.

Hedge Fund Ownership: PEO

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

Market Analysis: PEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEO

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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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: PEO
2026 Q2 Stats Unlock in 1 days 98 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 98 83 18.07%
13F Shares 11M 11M -3.13%
Total Value $286M $236M 21.08%
New Positions 24 5 +19
Increased Positions 44 39 +5
Closed Positions 9 8 +1
Reduced Positions 19 21 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PEO

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Institutional Holders (2026 Q2)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PEO. 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 PEO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Intrepid Family Office LLC 2.91% 159,066 $3.9M
2 Basepoint Wealth LLC 2.29% 162,138 $4.0M
3 Adams Diversified Equity Fund, INC. 2.02% 2,673,453 $66.1M
4 Saba Capital Management, L.P. 1.44% 2,269,294 $56.1M
5 Fca Corp /Tx 0.81% 133,448 $3.3M
6 Walsh & Associates, LLC 0.64% 31,472 $778K
7 Whitener Capital Management, INC. 0.47% 90,616 $2.2M
8 Blue Bell Private Wealth Management, LLC 0.36% 115,391 $2.9M
9 Uncommon Cents Investing LLC 0.33% 61,469 $1.5M
10 Roberts Glore & Co Inc /Il/ 0.22% 36,644 $906K
11 Aspire Capital Advisors LLC 0.20% 40,764 $1.0M
12 Quantedge Capital Pte Ltd 0.15% 8,232 $203K
13 St. James Investment Company, LLC 0.15% 37,130 $918K
14 Logan Stone Capital, LLC 0.11% 20,192 $499K
15 North Star Asset Management Inc 0.09% 87,849 $2.2M
16 Cullen Investment Group, LTD. 0.07% 24,699 $611K
17 Css LLC/Il 0.07% 75,495 $1.9M
18 Uhlmann Price Securities, LLC 0.06% 70,166 $1.7M
19 Nations Financial Group Inc, /Ia/ /Adv 0.06% 50,562 $1.2M
20 Sprott INC. 0.06% 74,172 $1.8M
21 Searle & CO. 0.06% 10,254 $253K
22 Advisors Asset Management, Inc. 0.04% 111,116 $2.7M
23 Evolve Private Wealth, LLC 0.04% 24,734 $611K
24 Kovack Advisors, Inc. 0.04% 31,162 $766K
25 SeaCrest Wealth Management, LLC 0.03% 12,600 $311K
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 — Adam Nat Res Fd Inc (PEO)

What does the Smart Money Trend signal show for PEO?

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

More buyers than sellers — 71% buying: Last quarter: 68 funds were net buyers (24 opened a brand new position + 44 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PEO holders?

Strong quality — 22% AUM from major funds: 15 of 98 holders rank in the top 100 by AUM, accounting for 22% 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 PEO?

59% of holders stayed for 2+ years: 58 out of 99 hedge funds have held PEO 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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