Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cboe Global Mkts Inc (CBOE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +61
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — CBOE

Based on 981 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CBOE 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
981 hedge funds hold CBOE 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 — +23% more funds vs a year ago

fund count last 6Q
+183 new funds entered over the past year (+23% 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

531 buying401 selling
Last quarter: 531 funds bought or added vs 401 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.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new CBOE position: 96 → 108 → 123 → 146. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
561 out of 981 hedge funds have held CBOE 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.
📈

Growing discovery — still being found

129 → 96 → 108 → 123 → 146 new funds/Q
New funds entering each quarter: 96 → 108 → 123 → 146. A growing number of institutions are discovering CBOE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 1,009 holders: 627 (62%) are 2+ year veterans, 127 entered 1–2 years ago, and 255 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
61 of 975 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CBOE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — CBOE

In 2026 Q1, 531 hedge funds were net buyers of CBOE (146 opened a new position, 385 added to an existing one), while 401 reduced or exited (316 trimmed, 85 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in CBOE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +61 funds (more new holders than closures). Total institutional holders: 981.

Hedge Fund Ownership: CBOE

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

Market Analysis: CBOE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CBOE

-- --

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

Is It Too Late to Buy Cboe Global Mkts Inc (CBOE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CBOE 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
CBOE
nan%
XLF
+8.5%

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

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

Since the filing became public, CBOE 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 ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

71 top-rated funds 11 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
6.4
/ 10
conviction
Hedge Fund Positioning: CBOE
976 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 976 920 6.09%
13F Shares 92M 91M 1.12%
Total Value $24.52B $22.52B 8.89%
New Positions 144 123 +21
Increased Positions 376 329 +47
Closed Positions 88 71 +17
Reduced Positions 307 324 -17
Total Calls 16 15 6.67%
Total Puts 18 14 28.57%
PUT/CALL Ratio 1.12 0.93 Neutral

Statistics: CBOE

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Institutional Holders (2026 Q1)

976 + investors

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

QUARTER:
Top 25 CBOE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Caldwell Investment Management Ltd. 13.07% 118,000 $33.4M
2 Bantamac Capital, LLC 11.00% 72,800 $20.5M
3 Harmony Asset Management LLC 6.36% 74,070 $20.8M
4 Shelter Rock Management, LLC 5.45% 18,160 $5.1M
5 Gouws Capital LLC 4.50% 30,236 $8.5M
6 Titan Investment Solutions Ltd 3.79% 105,268 $29.6M
7 Eukles Asset Management 3.44% 27,446 $7.7M
8 O'Brien Greene & Co. Inc 3.01% 37,875 $10.6M
9 McGuire Investment Group, LLC 2.91% 91,701 $25.8M
10 NatWest Group plc 2.89% 47,548 $13.4M
11 Martin Investment Management, LLC 2.72% 32,385 $9.1M
12 RBA Wealth Management, LLC 2.61% 25,821 $7.3M
13 Aull & Monroe Investment Management Corp 2.45% 18,774 $5.3M
14 Anchor Capital Advisors LLC 2.33% 290,772 $81.7M
15 Delta Accumulation, LLC 2.32% 95,300 $26.8M
16 Steadfast Capital Management LP 2.30% 239,300 $67.3M
17 Strategic Planning Group, LLC 2.26% 57,618 $16.2M
18 Smith Group Asset Management, LLC 2.26% 157,726 $44.3M
19 Promethium Advisors,LLC 2.22% 15,265 $4.3M
20 Goodman Advisory Group, LLC 2.19% 30,093 $8.5M
21 SHUTTLEWORTH & Co 2.14% 8,405 $2.4M
22 Stack Financial Management, Inc 2.12% 102,782 $28.9M
23 Brentview Investment Management LLC 2.04% 16,774 $4.7M
24 Delta Accumulation, LLC 1.84% 75,400 $21.2M
25 First Washington CORP 1.83% 22,965 $6.5M
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 — Cboe Global Mkts Inc (CBOE)

What does the Smart Money Trend signal show for CBOE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CBOE 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 CBOE?

Slight buying edge — 57% buying: Last quarter: 531 funds bought or added vs 401 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 CBOE holders?

Elite ownership — 48% AUM from top-100 funds: 61 of 975 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CBOE. 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 CBOE?

57% of holders stayed for 2+ years: 561 out of 981 hedge funds have held CBOE 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 Cboe Global Mkts Inc (CBOE) following the 2026 Q1 hedge fund 13F filings?

As of today, CBOE 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), CBOE 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.

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