Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Global X Fds (BKCH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — BKCH

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BKCH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
58 funds currently hold this stock — 85% of the 3.0-year high of 68 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+32% 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 — 46% buying

31 buying37 selling
Last quarter: 37 funds reduced or exited vs 31 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 22 → 15 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 28% new

■ 34% conviction (2yr+) ■ 38% medium ■ 28% new
Of the 58 current holders: 20 (34%) held >2 years, 22 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

4 → 12 → 22 → 15 → 11 new funds/Q
New funds entering each quarter: 12 → 22 → 15 → 11. BKCH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 32% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 32% new
Entry-cohort mix of 63 holders: 30 (48%) are 2+ year veterans, 13 entered 1–2 years ago, and 20 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
14 of 57 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BKCH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — BKCH

In 2026 Q1, 31 hedge funds were net buyers of BKCH (11 opened a new position, 20 added to an existing one), while 37 reduced or exited (18 trimmed, 19 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 40% of total institutional value in BKCH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 58.

Hedge Fund Ownership: BKCH

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

Market Analysis: BKCH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKCH

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BKCH
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 58 22.41%
13F Shares 2M 1M 47.36%
Total Value $130M $65M 99.63%
New Positions 22 11 +11
Increased Positions 19 16 +3
Closed Positions 8 19 -11
Reduced Positions 14 18 -4
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: BKCH

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Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:
Top 25 BKCH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northbridge Financial Group, LLC 0.28% 9,717 $727K
2 Emerald Advisors, LLC 0.27% 28,919 $2.2M
3 Gts Securities LLC 0.14% 91,191 $6.8M
4 GK Wealth Management LLC 0.11% 2,857 $214K
5 WT Wealth Management 0.08% 3,633 $272K
6 Heritage Oak Wealth Advisors LLC 0.07% 3,355 $251K
7 Acorn Wealth Advisors, LLC 0.07% 4,029 $302K
8 Atlantic Edge Private Wealth Management, LLC 0.05% 3,275 $245K
9 Private Advisor Group, LLC 0.04% 126,556 $9.5M
10 Cambridge Advisors Inc. 0.04% 3,011 $225K
11 Ignite Planners, LLC 0.04% 3,424 $257K
12 Sankala Group LLC 0.03% 786 $49K
13 Venturi Wealth Management, LLC 0.03% 8,807 $659K
14 Victory Financial Group, LLC 0.02% 3,094 $232K
15 Atria Investments, Inc 0.02% 26,144 $2.0M
16 Two Sigma Securities, LLC 0.02% 2,905 $217K
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% 172,179 $12.9M
18 SBI Securities Co., Ltd. 0.01% 5,563 $416K
19 CreativeOne Wealth, LLC 0.01% 4,971 $372K
20 Burk Holdings LLC 0.01% 277 $21K
21 Vise Technologies, Inc. 0.01% 7,265 $544K
22 Cetera Investment Advisers 0.00% 57,140 $4.3M
23 Harborfront Financial Group LLC 0.00% 10 —
24 Farther Finance Advisors, LLC 0.00% 4,126 $309K
25 Jpmorgan Chase & Co 0.00% 462,436 $35.9M
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 — Global X Fds (BKCH)

What does the Smart Money Trend signal show for BKCH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BKCH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BKCH?

More sellers than buyers — 46% buying: Last quarter: 37 funds reduced or exited vs 31 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 BKCH holders?

Elite ownership — 40% AUM from top-100 funds: 14 of 57 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BKCH. 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 BKCH?

Mixed — 34% long-term, 28% new: Of the 58 current holders: 20 (34%) held >2 years, 22 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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