Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Profesionally Managed Portfo (CAFX)

22 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
24%

Smart Money Signals — CAFX

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CAFX 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 — 81% of 3.0Y peak

81% of all-time peak
22 funds currently hold this stock — 81% 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 — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 24% buying

7 buying22 selling
Last quarter: 22 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

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

Mostly new holders — 27% entered in last year

■ 0% conviction (2yr+) ■ 73% medium ■ 27% 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.
⚠️

Saturation — most institutions already know this story

5 → 3 → 6 → 3 → 2 new funds/Q
New funds entering each quarter: 3 → 6 → 3 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 45% new entrants

■ 0% veterans ■ 55% 1-2yr ■ 45% new
Of 22 current holders: 0 (0%) held 2+ years, 12 held 1–2 years, 10 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
5 of 22 holders are among the 100 largest funds by AUM, controlling 48% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — CAFX

In 2026 Q1, 7 hedge funds were net buyers of CAFX (2 opened a new position, 5 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 24% buyer ratio, indicating net institutional distribution. 48% of total institutional value in CAFX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 22.

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

-- --

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

Is It Too Late to Buy Profesionally Managed Portfo (CAFX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CAFX has moved relative to its sector benchmark (SPY) 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 · 75d ago
CAFX
-0.4%
SPY
+14.1%

CAFX outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CAFX
+0.5%
SPY
+0.3%

Since the filing became public, CAFX outperformed SPY by +0.2% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CAFX
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 27 -18.52%
13F Shares 6M 8M -25.1%
Total Value $146M $199M -26.66%
New Positions 2 3 -1
Increased Positions 5 17 -12
Closed Positions 7 2 +5
Reduced Positions 15 6 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CAFX

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

Financial Highlights

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Institutional Holders (2026 Q1)

22 + 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 19 CAFX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Essex Bank 0.25% 45,945 $1.1M
2 B. Riley Wealth Advisors, Inc. 0.20% 128,609 $3.2M
3 Principal Securities, INC. 0.11% 314,744 $7.8M
4 Envestnet Portfolio Solutions, Inc. 0.11% 834,102 $20.7M
5 Transamerica Financial Advisors, LLC 0.10% 47,634 $1.2M
6 Osaic Holdings, INC. 0.03% 957,005 $23.7M
7 PFG Advisors 0.03% 22,563 $560K
8 Mml Investors Services, LLC 0.02% 352,556 $8.7M
9 Kestra Investment Management, LLC 0.02% 46,638 $1.2M
10 Envestnet Asset Management Inc 0.02% 2,581,752 $64.0M
11 Snowden Capital Advisors LLC 0.02% 24,742 $614K
12 Truist Financial Corp 0.01% 155,417 $3.9M
13 Johnson Investment Counsel Inc 0.00% 17,400 $432K
14 Commonwealth Equity Services, LLC 0.00% 96,020 $2.4M
15 Kestra Advisory Services, LLC 0.00% 25,308 $628K
16 Citadel Advisors LLC 0.00% 99,988 $2.5M
17 Jane Street Group, LLC 0.00% 101,139 $2.5M
18 Goldman Sachs Group Inc 0.00% 19,627 $487K
19 UBS Group AG 0.00% 176 $4K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CAFX 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 CAFX?

Heavy selling pressure — only 24% buying: Last quarter: 22 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CAFX holders?

Elite ownership — 48% AUM from top-100 funds: 5 of 22 holders are among the 100 largest funds by AUM, controlling 48% 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 — 27% 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.

Is it too late to buy Profesionally Managed Portfo (CAFX) following the 2026 Q1 hedge fund 13F filings?

As of today, CAFX has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), CAFX has gained -0.4% vs +14.1% for SPY. 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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