Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cadiz Inc (CDZI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — CDZI

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CDZI 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
137 hedge funds hold CDZI 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 — +27% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+27% 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 — 59% buying

81 buying57 selling
Last quarter: 81 funds bought or added vs 57 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 — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 20 → 29 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 33% new
58 out of 137 hedge funds have held CDZI 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 +1%, value -17%

Value
-16%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

22 → 11 → 20 → 29 → 34 new funds/Q
New funds entering each quarter: 11 → 20 → 29 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 52% veterans vs 39% newcomers

■ 52% veterans ■ 9% 1-2yr ■ 39% new
Entry-cohort mix of 145 holders: 75 (52%) are 2+ year veterans, 13 entered 1–2 years ago, and 57 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
34 of 136 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CDZI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — CDZI

In 2026 Q1, 81 hedge funds were net buyers of CDZI (34 opened a new position, 47 added to an existing one), while 57 reduced or exited (40 trimmed, 17 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in CDZI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: CDZI

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

Market Analysis: CDZI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CDZI

-- --

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

Is It Too Late to Buy Cadiz Inc (CDZI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CDZI has moved relative to its sector benchmark (XLU) 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 · 83d ago
CDZI
-17.1%
XLU
-2.5%

CDZI outperformed XLU by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
CDZI
-12.3%
XLU
+2.0%

Since the filing became public, CDZI outperformed XLU by -14.3% .

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.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CDZI
136 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 120 13.33%
13F Shares 39M 39M 1.34%
Total Value $180M $217M -16.82%
New Positions 33 29 +4
Increased Positions 45 40 +5
Closed Positions 17 17 -
Reduced Positions 38 27 +11
Total Calls 7 5 40.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.29 0.8 Bullish

Statistics: CDZI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

136 + investors

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

QUARTER:
Top 25 CDZI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whitefort Capital Management, LP 5.77% 3,986,822 $19.6M
2 Elkhorn Partners Limited Partnership 2.01% 643,500 $3.2M
3 Potomac Capital Management, Inc. 1.43% 335,000 $1.6M
4 Levin Capital Strategies, L.P. 1.42% 3,816,169 $18.7M
5 Gratia Capital, LLC 1.09% 505,956 $2.5M
6 Parkshore Wealth Management, Inc. 0.43% 263,830 $1.3M
7 Permanent Capital Management, LP 0.32% 474,019 $2.1M
8 Rangeley Capital, LLC 0.24% 50,000 $246K
9 Flax Pond Capital, LLC 0.21% 53,815 $264K
10 Hartree Partners, LP 0.21% 200,000 $982K
11 Massar Capital Management, LP 0.12% 225,612 $1.1M
12 Delta Investment Management, LLC 0.12% 131,831 $647K
13 Dba Trading, LLC 0.11% 46,040 $226K
14 nVerses Capital, LLC 0.11% 23,576 $116K
15 Matauro, LLC 0.10% 143,088 $703K
16 Cinctive Capital Management LP 0.09% 269,869 $1.3M
17 HCR Wealth Advisors 0.07% 138,000 $678K
18 Mindset Wealth Management, LLC 0.05% 40,000 $196K
19 Pekin Hardy Strauss, Inc. 0.04% 87,500 $430K
20 Crawford Fund Management, LLC 0.04% 41,300 $203K
21 Alpine Global Management, LLC 0.04% 51,187 $251K
22 Dynamic Technology Lab Private Ltd 0.03% 35,733 $175K
23 Inceptionr LLC 0.02% 19,077 $94K
24 Morton Capital Management LLC/CA 0.02% 24,887 $122K
25 Fox Run Management, L.L.C. 0.01% 16,404 $80K
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 — Cadiz Inc (CDZI)

What does the Smart Money Trend signal show for CDZI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CDZI 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 CDZI?

Slight buying edge — 59% buying: Last quarter: 81 funds bought or added vs 57 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 CDZI holders?

Elite ownership — 41% AUM from top-100 funds: 34 of 136 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CDZI. 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 CDZI?

42% of holders stayed for 2+ years: 58 out of 137 hedge funds have held CDZI 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 Cadiz Inc (CDZI) following the 2026 Q1 hedge fund 13F filings?

As of today, CDZI has moved -12.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of -14.3%. Since the quarter end (March 31, 2026), CDZI has gained -17.1% vs -2.5% for XLU. 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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