Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cboe Global Mkts Inc (CBOE)

975 + 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
↑ +5
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — CBOE

Based on 989 hedge funds · latest filing: 2026 Q2 · 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
989 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+160 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

525 buying491 selling
Last quarter: 525 funds bought or added vs 491 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 108 → 123 → 147 → 137. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
577 out of 989 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.
💎

Buying through price weakness — shares +49%, value -9%

Value
-8%
Shares
+48%
Last quarter: funds added +49% more shares while total portfolio value only changed -9%. 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

98 → 108 → 123 → 147 → 137 new funds/Q
New funds entering each quarter: 108 → 123 → 147 → 137. A growing number of institutions are discovering CBOE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 1,027 holders: 645 (63%) are 2+ year veterans, 138 entered 1–2 years ago, and 244 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
67 of 981 holders are among the 100 largest funds by AUM, controlling 60% 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 Q2, 525 hedge funds were net buyers of CBOE (137 opened a new position, 388 added to an existing one), while 491 reduced or exited (359 trimmed, 132 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in CBOE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 989.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 7 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: CBOE
975 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 975 984 -0.91%
13F Shares 140M 94M 48.86%
Total Value $22.69B $24.83B -8.6%
New Positions 135 147 -12
Increased Positions 385 378 +7
Closed Positions 136 85 +51
Reduced Positions 345 310 +35
Total Calls 24 16 50.0%
Total Puts 21 18 16.67%
PUT/CALL Ratio 0.88 1.12 Neutral

Statistics: CBOE

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Financial Highlights

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Institutional Holders (2026 Q2)

975 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Caldwell Investment Management Ltd. 17.52% 110,000 $26.7M
2 Bantamac Capital, LLC 8.81% 70,890 $17.2M
3 Harmony Asset Management LLC 4.82% 74,010 $18.0M
4 Varenne Capital Partners 4.30% 106,908 $25.9M
5 LRT Capital Management, LLC 3.57% 22,677 $5.5M
6 Gouws Capital LLC 3.46% 30,630 $7.4M
7 Eukles Asset Management 2.64% 26,396 $6.4M
8 Martin Investment Management, LLC 2.58% 31,863 $7.7M
9 O'Brien Greene & Co. Inc 2.55% 38,093 $9.2M
10 NatWest Group plc 2.52% 58,176 $14.1M
11 Nutshell Asset Management Ltd 2.43% 30,047 $7.3M
12 Goodman Advisory Group, LLC 2.23% 40,028 $9.7M
13 RBA Wealth Management, LLC 2.18% 24,505 $5.9M
14 McGuire Investment Group, LLC 1.94% 91,497 $22.2M
15 Stack Financial Management, Inc 1.93% 102,087 $24.8M
16 Aull & Monroe Investment Management Corp 1.90% 18,774 $4.6M
17 Anchor Capital Advisors LLC 1.82% 267,152 $64.8M
18 Promethium Advisors,LLC 1.81% 15,498 $3.8M
19 SHUTTLEWORTH & Co 1.72% 8,880 $2.2M
20 Strategic Planning Group, LLC 1.63% 61,693 $15.0M
21 Smith Group Asset Management, LLC 1.63% 164,517 $39.9M
22 Brentview Investment Management LLC 1.54% 16,000 $3.9M
23 Delta Accumulation, LLC 1.48% 152,600 $37.0M
24 Altman Advisors, Inc. 1.34% 15,431 $3.7M
25 Sawgrass Asset Management LLC 1.34% 41,806 $10.1M
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 — 52% buying: Last quarter: 525 funds bought or added vs 491 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 — 60% AUM from top-100 funds: 67 of 981 holders are among the 100 largest funds by AUM, controlling 60% 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?

58% of holders stayed for 2+ years: 577 out of 989 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.

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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