Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Centurion Acquisition Corp (ALF)

48 + Investors. Track Smart Money conviction in ALF. 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
47%

Smart Money Signals — ALF

Based on 48 hedge funds · latest filing: 2026 Q1 · 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 (100% of max)

100% of all-time peak
48 hedge funds hold ALF 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 47% buying

15 buying17 selling
Last quarter: 17 funds reduced or exited vs 15 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 4 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 23% entered in last year

4% conviction (2yr+) 73% medium 23% new
Only 2 funds (4%) 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.
💰

Price up while funds trimmed (+944% value, -2% shares)

Value
+944%
Shares
-2%
Last quarter: total value of institutional ALF holdings rose +944% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~5 new funds/quarter

4 → 11 → 4 → 8 → 5 new funds/Q
New funds entering each quarter: 11 → 4 → 8 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 40% new entrants

4% veterans 56% 1-2yr 40% new
Of 48 current holders: 2 (4%) held 2+ years, 27 held 1–2 years, 19 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 92% AUM from top-100 funds

92% from top-100 AUM funds
6 of 48 holders are among the 100 largest funds by AUM, controlling 92% of total institutional value in ALF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ALF

In 2026 Q1, 15 hedge funds were net buyers of ALF (5 opened a new position, 10 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 92% of total institutional value in ALF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 48.

Hedge Fund Ownership: ALF

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

Market Analysis: ALF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALF

-- --

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

Is It Too Late to Buy Centurion Acquisition Corp (ALF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
ALF
+0.4%
XLF
+8.8%

ALF outperformed XLF by -8.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
ALF
-0.4%
XLF
+5.1%

Since the filing became public, ALF outperformed XLF by -5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ALF
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 48 -
13F Shares 28M 28M -2.27%
Total Value $3.15B $301M 944.34%
New Positions 5 8 -3
Increased Positions 10 11 -1
Closed Positions 5 4 +1
Reduced Positions 12 10 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALF

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 ALF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 L1 Global Manager Pty Ltd 4.14% 575,000 $6.2M
2 Wealthspring Capital LLC 3.68% 1,440,601 $15.5M
3 Gritstone Asset Management LLC 3.34% 290,988 $3.1M
4 First Trust Capital Management L.P. 1.55% 2,745,000 $29.5M
5 MMCAP International Inc. SPC 1.09% 1,175,000 $12.6M
6 Berkley W R Corp 0.67% 1,157,544 $12.5M
7 Meteora Capital, LLC 0.44% 553,887 $6.0M
8 Radcliffe Capital Management, L.P. 0.40% 501,086 $5.4M
9 Mizuho Securities USA LLC 0.34% 1,363,111 $14.6M
10 Westchester Capital Management, LLC 0.34% 688,240 $7.4M
11 Periscope Capital INC. 0.33% 275,000 $3.0M
12 AQR Arbitrage LLC 0.31% 1,751,902 $18.9M
13 Rivernorth Capital Management, LLC 0.21% 399,035 $4.3M
14 Crossingbridge Advisors, LLC 0.21% 106,228 $1.1M
15 Magnetar Financial LLC 0.20% 1,856,250 $20.0M
16 Polar Asset Management Partners Inc. 0.20% 925,000 $10.0M
17 Deltec Asset Management LLC 0.20% 100,000 $1.1M
18 Picton Mahoney Asset Management 0.15% 1,875,000 $20.2M
19 O'Connor Alternative Investments LLC 0.14% 150,000 $1.6M
20 TENOR CAPITAL MANAGEMENT Co., L.P. 0.12% 750,000 $8.1M
21 Logan Stone Capital, LLC 0.10% 33,422 $360K
22 Wolverine Asset Management LLC 0.10% 946,776 $10.2M
23 Highbridge Capital Management LLC 0.09% 264,997 $2.9M
24 Shaolin Capital Management LLC 0.08% 207,045 $2.2M
25 Css LLC/Il 0.08% 150,681 $1.6M
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 — Centurion Acquisition Corp (ALF)

What does the Smart Money Trend signal show for ALF?

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 ALF?

More sellers than buyers — 47% buying: Last quarter: 17 funds reduced or exited vs 15 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 ALF holders?

Elite ownership — 92% AUM from top-100 funds: 6 of 48 holders are among the 100 largest funds by AUM, controlling 92% of total institutional value in ALF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ALF?

Mostly new holders — 23% entered in last year: Only 2 funds (4%) 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.

Is it too late to buy Centurion Acquisition Corp (ALF) following the 2026 Q1 hedge fund 13F filings?

As of today, ALF has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -5.5%. Since the quarter end (March 31, 2026), ALF has gained +0.4% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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