Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Charlton Aria Acquisition Co (CHAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — CHAR

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CHAR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
26 hedge funds hold CHAR 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 — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 19% entered in last year

■ 8% conviction (2yr+) ■ 73% medium ■ 19% new
Only 2 funds (8%) 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.
➡️

Steady discovery — ~1 new funds/quarter

5 → 3 → 2 → 4 → 1 new funds/Q
New funds entering each quarter: 3 → 2 → 4 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 8% veterans, 31% new entrants

■ 8% veterans ■ 62% 1-2yr ■ 31% new
Of 26 current holders: 2 (8%) held 2+ years, 16 held 1–2 years, 8 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 26 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — CHAR

In 2026 Q2, 6 hedge funds were net buyers of CHAR (1 opened a new position, 5 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: CHAR

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

Market Analysis: CHAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHAR

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CHAR
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 27 -3.7%
13F Shares 8M 8M -1.13%
Total Value $86M $85M 1.36%
New Positions 1 4 -3
Increased Positions 5 4 +1
Closed Positions 2 2 -
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CHAR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Return on Assets (ttm) --
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Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:
Top 25 CHAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Trust Capital Management L.P. 0.52% 828,750 $9.0M
2 Berkley W R Corp 0.45% 878,975 $9.5M
3 Karpus Management, Inc. 0.44% 1,410,653 $15.2M
4 Harraden Circle Investments, LLC 0.28% 200,000 $2.2M
5 Crossingbridge Advisors, LLC 0.22% 115,000 $1.2M
6 Mizuho Securities USA LLC 0.20% 791,386 $8.3M
7 Rivernorth Capital Management, LLC 0.16% 299,329 $3.3M
8 Robinson Capital Management, LLC 0.14% 29,716 $321K
9 Westchester Capital Management, LLC 0.12% 222,500 $2.4M
10 Heights Capital Management, Inc 0.08% 33,980 $367K
11 AQR Arbitrage LLC 0.08% 498,029 $5.4M
12 Wolverine Asset Management LLC 0.06% 671,375 $7.3M
13 Radcliffe Capital Management, L.P. 0.06% 75,151 $811K
14 Whitebox Advisors LLC 0.06% 399,000 $4.3M
15 Highbridge Capital Management LLC 0.05% 199,607 $2.2M
16 Boothbay Fund Management, LLC 0.03% 239,000 $2.6M
17 Abc Arbitrage SA 0.02% 20,000 $216K
18 Sona Asset Management (us) LLC 0.02% 100,000 $1.1M
19 Hudson Bay Capital Management LP 0.01% 199,595 $2.2M
20 Clear Street Group Inc. 0.00% 183,544 $1.1M
21 Toronto Dominion Bank 0.00% 150,000 $1.6M
22 Two Sigma Investments, LP 0.00% 187,500 $2.0M
23 D. E. Shaw & Co., Inc. 0.00% 150,000 $1.6M
24 Goldman Sachs Group Inc 0.00% 197,541 $2.1M
25 BNP Paribas Financial Markets 0.00% 30,388 $328K
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 — Charlton Aria Acquisition Co (CHAR)

What does the Smart Money Trend signal show for CHAR?

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

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CHAR holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 26 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CHAR?

Mostly new holders — 19% entered in last year: Only 2 funds (8%) 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.

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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