Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley China A Sh Fd (CAF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — CAF

Based on 29 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 CAF 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 — 88% of 3.0Y peak

88% of all-time peak
29 funds currently hold this stock — 88% of the 3.0-year high of 33 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold CAF compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

15 buying16 selling
Last quarter: 16 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 14% medium ■ 14% new
21 out of 29 hedge funds have held CAF 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.
➡️

Steady discovery — ~6 new funds/quarter

7 → 2 → 5 → 3 → 6 new funds/Q
New funds entering each quarter: 2 → 5 → 3 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 30 holders: 21 (70%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
7 of 29 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.
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 — CAF

In 2026 Q1, 15 hedge funds were net buyers of CAF (6 opened a new position, 9 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: CAF

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

Market Analysis: CAF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAF

-- --

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

Is It Too Late to Buy Morgan Stanley China A Sh Fd (CAF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CAF 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 · 81d ago
CAF
nan%
XLF
+8.5%

CAF outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CAF
nan%
XLF
+4.8%

Since the filing became public, CAF outperformed XLF by nan% .

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 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: CAF
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 31 -6.45%
13F Shares 13M 13M -0.63%
Total Value $221M $222M -0.36%
New Positions 6 3 +3
Increased Positions 9 9 -
Closed Positions 8 5 +3
Reduced Positions 8 11 -3
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAF

View More

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)

29 + investors

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

QUARTER:
Top 25 CAF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 City of London Investment Management Co Ltd 7.76% 6,110,241 $106.9M
2 Ursa Fund Management, LLC 1.66% 60,100 $1.8M
3 Matisse Capital 1.33% 178,100 $3.1M
4 Ursa Fund Management, LLC 1.14% 70,100 $1.2M
5 1607 Capital Partners, LLC 0.75% 591,112 $10.3M
6 Karpus Management, Inc. 0.26% 473,263 $8.3M
7 Saba Capital Management, L.P. 0.25% 526,179 $9.2M
8 Css LLC/Il 0.07% 78,932 $1.4M
9 Lazard Asset Management LLC 0.06% 1,928,512 $33.7M
10 Allspring Global Investments Holdings, LLC 0.05% 1,847,716 $32.3M
11 Public Employees Retirement System of Ohio 0.02% 333,222 $5.8M
12 XTX Topco Ltd 0.00% 15,954 $279K
13 Dakota Wealth Management 0.00% 10,191 $178K
14 Strs Ohio 0.00% 23,861 $418K
15 Bank of Montreal /Can/ 0.00% 175,000 $3.1M
16 St Germain D J Co Inc 0.00% 1,600 $28K
17 UBS Group AG 0.00% 84,083 $1.5M
18 Royal Bank of Canada 0.00% 27,462 $481K
19 Raymond James Financial Inc 0.00% 13,512 $236K
20 Fifth Third Bancorp 0.00% 2,230 $39K
21 PNC Financial Services Group, INC. 0.00% 6,516 $114K
22 Morgan Stanley 0.00% 29,747 $521K
23 Mather Group, LLC. 0.00% 175 $3K
24 Rockefeller Capital Management L.P. 0.00% 800 $14K
25 Steward Partners Investment Advisory, LLC 0.00% 262 $5K
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 — Morgan Stanley China A Sh Fd (CAF)

What does the Smart Money Trend signal show for CAF?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CAF 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 CAF?

More sellers than buyers — 48% buying: Last quarter: 16 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 CAF holders?

Smaller funds dominant — 3% AUM from top-100: 7 of 29 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 CAF?

72% of holders stayed for 2+ years: 21 out of 29 hedge funds have held CAF 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 Morgan Stanley China A Sh Fd (CAF) following the 2026 Q1 hedge fund 13F filings?

As of today, CAF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CAF has gained nan% vs +8.5% 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.

Full history →