Swan Hedged Equity US Lg Cap
$26.85-0.8%
+$63.7M
Net Activity
-10.90% total shares
Institutions Holding
84
Popularity Rank
#4997
Avg Weight
0.92%
Total Value
$513.7M
84 institutions currently hold HEGD, with 48 net buyers and 26 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
26
Net Buying Institutions
48
Top 5 by Value
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Across its top 20 institutional holders, HEGD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 16/100, avg. turnover score 23/100).
HEGD ranks #4997 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
HEGD is a top-conviction position for Taylor Securities Services, Inc. — at 25.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Financial Designs Corp has added to its HEGD position for two straight quarters, increasing it by $3.0M to reach $16.5M today.
HEGD is down 0.8% today, but institutions show net buying of $63.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$70.2M
Total Buy Value
$11.0M
Total Sell Value
48
Net Buyers
26
Net Sellers
HEGD
Q2 2026
Top 5 Institutional Movers
+$26.0M
+$11.5M
+$9.7M
+$7.0M
HEGD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
53656F599
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,949
Total reported value
$485.2B
Held by 4949 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,868
Total reported value
$1.5T
Held by 4868 institutions — one of the most-tracked stocks on AlphaSMO
Access HEGD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HEGDCLI
npx alphasmo stocks get HEGD