HEGD

Swan Hedged Equity US Lg Cap

-$18.9M

Net Activity

Institutions Holding

79

Popularity Rank

#4983

Avg Weight

0.84%

Total Value

$518.9M

Ownership Trend

79 institutions currently hold HEGD, with 44 net buyers and 35 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

35

Net Buying Institutions

44

Key Holders

Key Holders

Top 5 by Value

CL
Cwm, LLC
$113.3M
TS
Taylor Securities Services, Inc.
$53.3M
SG
Swan Global Investments, LLC
$39.3M
BI
Blueprint Investment Partners LLC
$38.5M
LF
LPL Financial LLC
$34.9M

Top 5 by Conviction

TS
Taylor Securities Services, Inc.
24.87%
FD
Financial Designs Corp
7.51%
SP
Spartan Planning & Wealth Management
5.39%
LC
Legacy CG, LLC
4.71%
BI
Blueprint Investment Partners LLC
3.92%
View all 79 holding institutions

Quarterly Activity

Recent Activity

+$403.8M

Total Buy Value

$206.1M

Total Sell Value

New buy11
Trim24
Add33
Sold out11

44

Net Buyers

35

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SWAN HEDGED EQUITY US LG CAP (HEGD)?
Major stakeholders currently include Cwm, LLC ($113.3M), Taylor Securities Services, Inc. ($53.3M), Swan Global Investments, LLC ($39.3M). Based on the latest 13F filings, there are a total of 79 tracked investment funds and institutions maintaining positions in HEGD.
What is the overall institutional sentiment toward HEGD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $18.9M, driven by 44 managers accumulating shares while 35 reduced their exposure.
Which institutions have been selling or reducing their HEGD positions?
In the latest period, 24 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $206.1M.
Are there any notable investors adding HEGD to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 33 existing holders added to their shares. The total reported buy value for the quarter amounted to $403.8M.

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