CGDV Institutional Ownership Changes & 13F Activity

CAP GROUP DIVIDEND VALUE (CGDV) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Related CGDV insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-31,60061,900$2,633,226
Q1 2026Sequoia Financial AdvisorsBuy5,5995,599$238,169
Q4 2025Renaissance Technologies LLCSell-37,80093,500$4,080,340
Q3 2025Renaissance Technologies LLCSell-96,700131,300$5,518,539
Q2 2025Renaissance Technologies LLCBuy129,000228,000$9,003,720
Q3 2024Renaissance Technologies LLCBuy42,50099,000$3,607,560
Q1 2024Renaissance Technologies LLCSell-147,20056,500$1,836
Q4 2023Renaissance Technologies LLCBuy134,300203,700$6,078
Q3 2023Renaissance Technologies LLCSell-78,10069,400$1,837
Q2 2023Renaissance Technologies LLCBuy125,900147,500$3,988
Q1 2023Renaissance Technologies LLCBuy21,60021,600$539

Frequently asked questions about CGDV activity

  • Which institutional owners are buying CGDV?

    Institutional owners buying CGDV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGDV activity?

    "Buy" means an investor increased their reported position in CGDV compared to the prior reporting period. This reflects growing exposure to CAP GROUP DIVIDEND VALUE (CGDV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGDV increasing?

    Institutional interest in CGDV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.