Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Profesionally Managed Portfo (CAFX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — CAFX

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CAFX 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 — 93% of 3.0Y peak

93% of all-time peak
25 funds currently hold this stock — 93% of the 3.0-year high of 27 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

16 buying12 selling
Last quarter: 16 funds bought or added vs 12 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 2 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 24% entered in last year

■ 0% conviction (2yr+) ■ 76% medium ■ 24% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~7 new funds/quarter

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

Mixed cohorts — 0% veterans, 52% new entrants

■ 0% veterans ■ 48% 1-2yr ■ 52% new
Of 25 current holders: 0 (0%) held 2+ years, 12 held 1–2 years, 13 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
5 of 25 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CAFX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — CAFX

In 2026 Q2, 16 hedge funds were net buyers of CAFX (7 opened a new position, 9 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 50% of total institutional value in CAFX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: CAFX

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

Market Analysis: CAFX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAFX

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

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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
0.1
/ 10
conviction
Hedge Fund Positioning: CAFX
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 22 13.64%
13F Shares 6M 6M -1.11%
Total Value $142M $146M -2.45%
New Positions 7 2 +5
Increased Positions 9 5 +4
Closed Positions 4 7 -3
Reduced Positions 8 15 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAFX

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 22 CAFX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Essex Bank 0.24% 45,945 $1.1M
2 B. Riley Wealth Advisors, Inc. 0.17% 127,758 $3.2M
3 Transamerica Financial Advisors, LLC 0.10% 48,943 $1.2M
4 Envestnet Portfolio Solutions, Inc. 0.10% 829,071 $20.4M
5 Principal Securities, INC. 0.03% 104,213 $2.6M
6 Osaic Holdings, INC. 0.03% 1,036,749 $25.5M
7 Kestra Investment Management, LLC 0.02% 48,472 $1.2M
8 Mml Investors Services, LLC 0.02% 366,562 $9.0M
9 Moneco Advisors, LLC 0.02% 11,959 $295K
10 Envestnet Asset Management Inc 0.02% 2,600,028 $64.0M
11 Snowden Capital Advisors LLC 0.01% 24,136 $594K
12 J.W. Cole Advisors, INC. 0.00% 10,638 $262K
13 Commonwealth Equity Services, LLC 0.00% 104,038 $2.6M
14 Farther Finance Advisors, LLC 0.00% 14,226 $350K
15 Kestra Advisory Services, LLC 0.00% 24,486 $603K
16 Truist Financial Corp 0.00% 47,119 $1.2M
17 LPL Financial LLC 0.00% 140,898 $3.5M
18 Citadel Advisors LLC 0.00% 92,192 $2.3M
19 Jane Street Group, LLC 0.00% 36,849 $908K
20 Goldman Sachs Group Inc 0.00% 31,885 $785K
21 Susquehanna International Group, LLP 0.00% 12,580 $310K
22 Jpmorgan Chase & Co 0.00% 8,479 $209K
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 — Profesionally Managed Portfo (CAFX)

What does the Smart Money Trend signal show for CAFX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CAFX 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 CAFX?

Slight buying edge — 57% buying: Last quarter: 16 funds bought or added vs 12 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 CAFX holders?

Elite ownership — 50% AUM from top-100 funds: 5 of 25 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CAFX. 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 CAFX?

Mostly new holders — 24% entered in last year: Only 0 funds (0%) 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.

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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