Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL X FDS (BKCH)

67 + Investors. Track Smart Money conviction in BKCH. 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
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — BKCH

Based on 61 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
61 hedge funds hold BKCH 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 — +45% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+45% 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.
🟡

Slight buying edge — 57% buying

39 buying29 selling
Last quarter: 39 funds bought or added vs 29 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 11 → 22 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 33% long-term, 39% new

33% conviction (2yr+) 28% medium 39% new
Of the 61 current holders: 20 (33%) held >2 years, 17 held 1–2 years, and 24 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.
💎

Buying through price weakness — shares +29%, value -5%

Value
-4%
Shares
+28%
Last quarter: funds added +29% more shares while total portfolio value only changed -5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

15 → 3 → 11 → 22 → 14 new funds/Q
New funds entering each quarter: 3 → 11 → 22 → 14. A growing number of institutions are discovering BKCH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

45% veterans 10% 1-2yr 45% new
Of 67 current holders: 30 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
12 of 61 holders are among the 100 largest funds by AUM, controlling 60% 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BKCH
2026 Q1 Stats Unlock in 13 days 67 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 67 69 -2.9%
13F Shares 2M 2M 28.86%
Total Value $145M $152M -4.68%
New Positions 15 23 -8
Increased Positions 37 21 +16
Closed Positions 17 7 +10
Reduced Positions 16 23 -7
Total Calls 3 4 -25.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: BKCH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

67 + investors

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

Top 24 institutional holders of BKCH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NORTHBRIDGE FINANCIAL GROUP, LLC 0.29% 9,897 $668K
2 Emerald Advisors, LLC 0.19% 27,333 $1.5M
3 Acorn Wealth Advisors, LLC 0.07% 4,030 $225K
4 Atlantic Edge Private Wealth Management, LLC 0.04% 3,275 $183K
5 Private Advisor Group, LLC 0.04% 148,237 $8.3M
6 Venturi Wealth Management, LLC 0.02% 8,807 $492K
7 Atria Investments, Inc 0.01% 23,801 $1.3M
8 SBI Securities Co., Ltd. 0.01% 8,598 $480K
9 Mutual Advisors, LLC 0.01% 9,646 $539K
10 Cambridge Investment Research Advisors, Inc. 0.00% 11,740
11 Kohmann Bosshard Financial Services, LLC 0.00% 298 $17K
12 LPL Financial LLC 0.00% 83,550 $4.7M
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 7,774 $440K
14 Farther Finance Advisors, LLC 0.00% 1,521 $85K
15 Copia Wealth Management 0.00% 20 $1K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 9,258 $517K
17 PROATHLETE WEALTH MANAGEMENT LLC 0.00% 40 $2K
18 UBS Group AG 0.00% 57,860 $3.2M
19 WHITTIER TRUST CO 0.00% 737 $43K
20 WHITTIER TRUST CO OF NEVADA INC 0.00% 161 $9K
21 ENVESTNET ASSET MANAGEMENT INC 0.00% 7,328 $409K
22 Geneos Wealth Management Inc. 0.00% 41 $2K
23 SIGNATUREFD, LLC 0.00% 42 $2K
24 GAMMA Investing LLC 0.00% 6
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 39 funds bought or added vs 29 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 BKCH holders?

Elite ownership — 60% AUM from top-100 funds: 12 of 61 holders are among the 100 largest funds by AUM, controlling 60% 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 — 33% long-term, 39% new: Of the 61 current holders: 20 (33%) held >2 years, 17 held 1–2 years, and 24 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.