Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TWO RDS SHARED TR (CGV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
71%

Smart Money Signals — CGV

Based on 12 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 12 funds hold CGV today versus a peak of 18 funds at 2024 Q4 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 33% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold CGV compared to a year ago (-33% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 71% buying

10 buying4 selling
Last quarter: 10 funds were net buyers (2 opened a brand new position + 8 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 2 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 8% new

33% conviction (2yr+) 58% medium 8% new
Of the 12 current holders: 4 (33%) held >2 years, 7 held 1–2 years, and 1 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~2 new funds/quarter

6 → 0 → 2 → 1 → 2 new funds/Q
New funds entering each quarter: 0 → 2 → 1 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 42% of holders stayed 2+ years

42% veterans 42% 1-2yr 17% new
Of 12 current holders: 5 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
3 of 12 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.6
out of 10
Low Exit Risk
Exit risk score 1.6/10 — 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.

Hedge Fund Ownership: CGV

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

Market Analysis: CGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGV

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CGV
2026 Q1 Stats Unlock in 14 days 12 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 12 12 -
13F Shares 7M 7M -4.58%
Total Value $100M $103M -2.67%
New Positions 2 1 +1
Increased Positions 8 7 +1
Closed Positions 2 2 -
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGV

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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)

12 + investors

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

Top 6 institutional holders of CGV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brightwater Advisory LLC 2.51% 245,581 $3.8M
2 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% 1,818,306 $28.4M
3 CARY STREET PARTNERS FINANCIAL LLC 0.02% 41,709 $644K
4 TRUIST FINANCIAL CORP 0.00% 120,003 $1.9M
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 68,553 $1.1M
6 ENVESTNET ASSET MANAGEMENT INC 0.00% 106,993 $1.7M
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 — TWO RDS SHARED TR (CGV)

What does the Smart Money Trend signal show for CGV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CGV?

More buyers than sellers — 71% buying: Last quarter: 10 funds were net buyers (2 opened a brand new position + 8 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGV holders?

Smaller funds dominant — 10% AUM from top-100: 3 of 12 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CGV?

Mixed — 33% long-term, 8% new: Of the 12 current holders: 4 (33%) held >2 years, 7 held 1–2 years, and 1 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.