HEGD

Swan Hedged Equity Us Lg Cap

Latest period2026 - Q1Total superinvestors79

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 79 superinvestors own shares of Swan Hedged Equity Us Lg Cap (HEGD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Swan Hedged Equity Us Lg Cap (HEGD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Swan Hedged Equity Us Lg Cap (HEGD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Swan Hedged Equity Us Lg Cap (HEGD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kristin Streff@Cwm, Llc
Recent Activity
Increased 17.85%
0.3%
$113.286M
4.586M shares@ 24.7 avg price
Stacy Fleming@Taylor Securities Services, Inc.
Recent Activity
Increased 8.7%
24.88%
$53.276M
2.157M shares@ 24.7 avg price
Brad Ackerman@Swan Global Investments, Llc
Recent Activity
Decreased -43.38%
1.32%
$39.327M
1.592M shares@ 24.71 avg price
Melissa C. Anderson@Blueprint Investment Partners Llc
Recent Activity
Decreased -0.49%
3.93%
$38.453M
1.557M shares@ 24.71 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 10.55%
0.01%
$34.891M
1.413M shares@ 24.71 avg price
Will Brand@Newedge Advisors, Llc
Recent Activity
Decreased -37.16%
0.53%
$11.263B
992,320 shares@ 11349.94 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 509.06%
0.01%
$21.16M
856,689 shares@ 24.71 avg price
Melissa C. Anderson@Blueprint Financial Advisors Llc
Recent Activity
Increased 4.23%
2.8%
$18.893M
764,899 shares@ 24.7 avg price
Raymond Amoroso III Esq.@O'shaughnessy Asset Management, Llc
Recent Activity
New Position
0.09%
$17.936M
726,168 shares@ 24.71 avg price
Steve Wachs@Legacy Cg, Llc
Recent Activity
Increased 2.2%
4.72%
$16.962M
686,712 shares@ 24.7 avg price

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