Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aldel Finl II Inc (ALDFW)

31 + Investors. Track Smart Money conviction in ALDFW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
42%

Smart Money Signals — ALDFW

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
32 hedge funds hold ALDFW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ALDFW is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

5 buying7 selling
Last quarter: 7 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 0 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 12% entered in last year

3% conviction (2yr+) 84% medium 12% new
Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

10 → 3 → 2 → 0 → 2 new funds/Q
New funds entering each quarter: 3 → 2 → 0 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 3% veterans, 44% new entrants

3% veterans 53% 1-2yr 44% new
Of 32 current holders: 1 (3%) held 2+ years, 17 held 1–2 years, 14 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
2 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ALDFW

In 2026 Q2, 5 hedge funds were net buyers of ALDFW (2 opened a new position, 3 added to an existing one), while 7 reduced or exited (5 trimmed, 2 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 32.

Hedge Fund Ownership: ALDFW

How many hedge funds hold ALDFW — quarterly history vs. share price
Quarterly hedge fund ownership of ALDFW vs. share price

Market Analysis: ALDFW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALDFW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ALDFW
31 + Investors

Track Smart Money conviction in ALDFW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 31 32 -3.12%
13F Shares 11M 11M -1.11%
Total Value $3M $3M -3.81%
New Positions 2 0 +2
Increased Positions 3 4 -1
Closed Positions 2 1 +1
Reduced Positions 5 8 -3
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALDFW

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Institutional Holders (2026 Q2)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALDFW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ALDFW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harraden Circle Investments, LLC 0.12% 2,835,799 $964K
2 Gritstone Asset Management LLC 0.06% 197,106 $59K
3 Wealthspring Capital LLC 0.03% 430,646 $125K
4 Periscope Capital INC. 0.01% 275,000 $94K
5 Shaolin Capital Management LLC 0.01% 490,028 $147K
6 Westchester Capital Management, LLC 0.00% 312,499 $91K
7 K2 Principal Fund, L.P. 0.00% 208,269 $60K
8 Rivernorth Capital Management, LLC 0.00% 299,743 $87K
9 AQR Arbitrage LLC 0.00% 810,039 $243K
10 Magnetar Financial LLC 0.00% 949,549 $323K
11 DLD Asset Management, LP 0.00% 100,039 $30K
12 Bulldog Investors, LLP 0.00% 27,290 $8K
13 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 312,900 $94K
14 Whitebox Advisors LLC 0.00% 200,000 $60K
15 LMR Partners LLP 0.00% 600,000 $180K
16 Moore Capital Management, LP 0.00% 125,000 $37K
17 Picton Mahoney Asset Management 0.00% 225,000 $67K
18 StoneX Group Inc. 0.00% 35,011 $10K
19 Healthcare of Ontario Pension Plan Trust Fund 0.00% 500,000 $150K
20 Alberta Investment Management Corp 0.00% 125,290 $38K
21 Clear Street Group Inc. 0.00% 135,926 $41K
22 Toronto Dominion Bank 0.00% 259,200 $78K
23 Commonwealth of Pennsylvania Public School Empls Retrmt Sys 0.00% 45,100 $15K
24 Verition Fund Management LLC 0.00% 35,183 $11K
25 Schonfeld Strategic Advisors LLC 0.00% 35,000 $12K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Aldel Finl II Inc (ALDFW)

What does the Smart Money Trend signal show for ALDFW?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ALDFW?

More sellers than buyers — 42% buying: Last quarter: 7 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ALDFW holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ALDFW?

Mostly new holders — 12% entered in last year: Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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