Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PHOENIX ED PARTNERS INC (PXED)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — PXED

Based on 65 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PXED 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
65 hedge funds hold PXED 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 — +6400% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+6400% 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.
🟢

More buyers than sellers — 100% buying

64 buying0 selling
Last quarter: 64 funds were net buyers (64 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+64 vs last Q)

new funds entering per quarter
Funds opening a new PXED position: 0 → 0 → 0 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 94% entered in last year

■ 2% conviction (2yr+) ■ 5% medium ■ 94% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +6128391% but shares only +6128370% — price-driven

Value
+6128390%
Shares
+6128370%
Last quarter: the total dollar value of institutional holdings rose +6128391%, but actual share count only changed +6128370%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~64 new funds/quarter

0 → 0 → 0 → 0 → 64 new funds/Q
New funds entering each quarter: 0 → 0 → 0 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new
Of 65 current holders: 61 (94%) entered in the past year, only 4 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
26 of 65 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.3
out of 10
High Exit Risk
Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — PXED

In 2025 Q4, 64 hedge funds were net buyers of PXED (64 opened a brand-new position), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: PXED

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

Market Analysis: PXED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXED

-- --

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

Is It Too Late to Buy PHOENIX ED PARTNERS INC (PXED) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PXED has moved relative to its sector benchmark (XLP) since the 2026 Q1 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 March 31, 2026 · 50d ago
PXED
-4.6%
XLP
+4.3%

PXED outperformed XLP by -8.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
PXED
-2.0%
XLP
+1.0%

Since the filing became public, PXED outperformed XLP by -3.0% .

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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PXED
78 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 78 65 20.0%
13F Shares 30M 31M -0.85%
Total Value $913M $928M -1.7%
New Positions 29 65 -36
Increased Positions 22 0 +22
Closed Positions 16 0 +16
Reduced Positions 15 0 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXED

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

78 + investors

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

QUARTER:
Top 25 institutional holders of PXED — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Apollo Management Holdings, L.P. 10.30% 24,901,319 $783.4M
2 Van Berkom & Associates Inc. 1.42% 1,370,381 $43K
3 Bastion Asset Management Inc. 0.64% 67,817 $2.1M
4 Curated Wealth Partners LLC 0.26% 65,000 $2.0M
5 R Squared Ltd 0.16% 9,538 $300K
6 SEVEN GRAND MANAGERS, LLC 0.11% 50,000 $1.6M
7 Harbor Advisors LLC 0.05% 10,000 $315K
8 READYSTATE ASSET MANAGEMENT LP 0.03% 21,854 $688K
9 Longaeva Partners L.P. 0.02% 20,568 $647K
10 Alyeska Investment Group, L.P. 0.02% 243,555 $7.7M
11 State of Wyoming 0.02% 4,796 $151K
12 Ghisallo Capital Management LLC 0.02% 20,000 $629K
13 First Eagle Investment Management, LLC 0.01% 275,810 $8.7M
14 XTX Topco Ltd 0.01% 16,061 $505K
15 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% 677,332 $21.3M
16 FIL Ltd 0.01% 250,000 $7.9M
17 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 0.01% 107,294 $3.4M
18 VICTORY CAPITAL MANAGEMENT INC 0.00% 235,322 $7.4M
19 MARSHALL WACE, LLP 0.00% 120,728 $3.8M
20 WELLINGTON MANAGEMENT GROUP LLP 0.00% 501,115 $15.8M
21 Quadrature Capital Ltd 0.00% 7,756 $244K
22 Walleye Capital LLC 0.00% 16,162 $508K
23 State of Tennessee, Department of Treasury 0.00% 17,262 $543K
24 STATE OF WISCONSIN INVESTMENT BOARD 0.00% 20,824 $655K
25 LMR Partners LLP 0.00% 21,000 $661K
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 — PHOENIX ED PARTNERS INC (PXED)

What does the Smart Money Trend signal show for PXED?

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

More buyers than sellers — 100% buying: Last quarter: 64 funds were net buyers (64 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PXED holders?

Smaller funds dominant — 8% AUM from top-100: 26 of 65 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PXED?

Mostly new holders — 94% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy PHOENIX ED PARTNERS INC (PXED) following the 2026 Q1 hedge fund 13F filings?

As of today, PXED has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the XLP sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), PXED has gained -4.6% vs +4.3% for XLP. 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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