Smart Money Radar / Tickers / ABG

ABG Consumer Discretionary Distribution & Retail

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
117
of 309 total, index funds excluded
This quarter
+25
40 out
Conviction
3 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $3.8B held
FundValueNote
BlackRock, Inc. $565M
David Abrams $421M famous whale
DIMENSIONAL FUND ADVISORS LP $226M
VANGUARD PORTFOLIO MANAGEME… $218M
Impactive Capital LP $210M
EMINENCE CAPITAL, LP $187M
VANGUARD CAPITAL MANAGEMENT… $168M
STATE STREET CORP $152M
TIMUCUAN ASSET MANAGEMENT I… $139M
NEUBERGER BERMAN GROUP LLC $105M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.