Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bancroft Fd Ltd (BCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — BCV

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BCV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
38 funds currently hold this stock — 90% of the 3.0-year high of 42 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

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

Slight buying edge — 57% buying

17 buying13 selling
Last quarter: 17 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 18% medium ■ 11% new
27 out of 38 hedge funds have held BCV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -17%

Value
-16%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~4 new funds/quarter

3 → 4 → 4 → 3 → 4 new funds/Q
New funds entering each quarter: 4 → 4 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 16% newcomers

■ 68% veterans ■ 16% 1-2yr ■ 16% new
Entry-cohort mix of 38 holders: 26 (68%) are 2+ year veterans, 6 entered 1–2 years ago, and 6 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
11 of 38 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BCV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — BCV

In 2026 Q1, 17 hedge funds were net buyers of BCV (4 opened a new position, 13 added to an existing one), while 13 reduced or exited (13 trimmed their position) — a 57% buyer ratio, indicating a slight buying edge. 46% of total institutional value in BCV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: BCV

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

Market Analysis: BCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCV

-- --

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

Is It Too Late to Buy Bancroft Fd Ltd (BCV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BCV 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 · 89d ago
BCV
+17.9%
XLF
+0.0%

BCV outperformed XLF by +17.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
BCV
+2.2%
XLF
+0.0%

Since the filing became public, BCV outperformed XLF by +2.2% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BCV
38 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 38 34 11.76%
13F Shares 2M 2M -0.25%
Total Value $41M $49M -16.52%
New Positions 4 3 +1
Increased Positions 13 14 -1
Closed Positions 0 5 -5
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCV

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

38 + investors

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

QUARTER:
Top 25 BCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beckerman Institutional, LLC 0.85% 73,919 $1.6M
2 Blue Bell Private Wealth Management, LLC 0.33% 107,851 $2.3M
3 Mezzasalma Advisors, LLC 0.22% 39,885 $859K
4 Bulldog Investors, LLP 0.19% 39,448 $850K
5 Saba Capital Management, L.P. 0.17% 277,479 $6.0M
6 Shaker Financial Services, LLC 0.11% 15,221 $328K
7 GABELLI & Co INVESTMENT ADVISERS, INC. 0.08% 25,700 $554K
8 Uhlmann Price Securities, LLC 0.03% 24,189 $521K
9 Evolve Private Wealth, LLC 0.02% 21,555 $464K
10 Guggenheim Capital LLC 0.02% 91,338 $2.0M
11 Advisors Asset Management, Inc. 0.01% 35,881 $773K
12 Pathstone Holdings, LLC 0.01% 145,422 $3.1M
13 Noble Wealth Management PBC 0.01% 1,000 $22K
14 Caldwell Trust Co 0.00% 2,479 $53K
15 Concurrent Investment Advisors, LLC 0.00% 12,705 $274K
16 Wolverine Asset Management LLC 0.00% 13,638 $294K
17 Ameriprise Financial Inc 0.00% 304,265 $6.6M
18 Stifel Financial Corp 0.00% 30,792 $663K
19 LRI Investments, LLC 0.00% 309 $7K
20 Osaic Holdings, INC. 0.00% 17,341 $374K
21 Ancora Advisors LLC 0.00% 1,000 $22K
22 Cetera Investment Advisers 0.00% 19,354 $417K
23 Commonwealth Equity Services, LLC 0.00% 14,068 $303K
24 First Trust Advisors LP 0.00% 25,913 $558K
25 LPL Financial LLC 0.00% 59,011 $1.3M
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 — Bancroft Fd Ltd (BCV)

What does the Smart Money Trend signal show for BCV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BCV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BCV?

Slight buying edge — 57% buying: Last quarter: 17 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BCV holders?

Elite ownership — 46% AUM from top-100 funds: 11 of 38 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BCV. 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 BCV?

71% of holders stayed for 2+ years: 27 out of 38 hedge funds have held BCV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bancroft Fd Ltd (BCV) following the 2026 Q1 hedge fund 13F filings?

As of today, BCV has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), BCV has gained +17.9% vs +0.0% 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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