Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CHARLTON ARIA ACQUISITION CO (CHAR)

27 + 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
→ 0
Streak
1Q —
Buyers last Q
67%

Smart Money Signals — CHAR

Based on 25 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
25 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 — +9% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

8 buying4 selling
Last quarter: 8 funds were net buyers (2 opened a brand new position + 6 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: 4 → 5 → 3 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 28% entered in last year

■ 8% conviction (2yr+) ■ 64% medium ■ 28% 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.
💎

Buying through price weakness — shares -20%, value -99%

Value
-99%
Shares
-20%
Last quarter: funds added -20% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

22 → 4 → 5 → 3 → 2 new funds/Q
New funds entering each quarter: 4 → 5 → 3 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 92% of holders entered in last year

■ 8% veterans ■ 0% 1-2yr ■ 92% new
Of 25 current holders: 23 (92%) entered in the past year, only 2 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
3 of 25 holders rank in the top 100 by AUM, but together hold only 6% 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 2025 Q4, 8 hedge funds were net buyers of CHAR (2 opened a new position, 6 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 25.

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.

Is It Too Late to Buy CHARLTON ARIA ACQUISITION CO (CHAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CHAR 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 · 51d ago
CHAR
+3.6%
XLF
+4.6%

CHAR outperformed XLF by -1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
CHAR
+0.3%
XLF
+1.1%

Since the filing became public, CHAR outperformed XLF by -0.8% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 25 8.0%
13F Shares 8M 6M 27.43%
Total Value $85M $65M 30.66%
New Positions 4 2 +2
Increased Positions 4 6 -2
Closed Positions 2 2 -
Reduced Positions 6 2 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CHAR

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

27 + 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 institutional holders of CHAR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BERKLEY W R CORP 0.50% 878,975 $9.3M
2 Karpus Management, Inc. 0.47% 1,418,110 $15.0M
3 First Trust Capital Management L.P. 0.46% 828,750 $8.8M
4 Harraden Circle Investments, LLC 0.42% 200,000 $2.1M
5 Crossingbridge Advisors, LLC 0.22% 115,000 $1.2M
6 MIZUHO SECURITIES USA LLC 0.20% 791,386 $8.3M
7 Warberg Asset Management LLC 0.17% 98,664 $1.0M
8 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.16% 299,513 $3.2M
9 HEIGHTS CAPITAL MANAGEMENT, INC 0.12% 40,000 $423K
10 Westchester Capital Management, LLC 0.10% 200,000 $2.1M
11 AQR Arbitrage LLC 0.09% 495,352 $5.2M
12 WOLVERINE ASSET MANAGEMENT LLC 0.07% 667,711 $7.1M
13 ROBINSON CAPITAL MANAGEMENT, LLC 0.06% 14,466 $154K
14 Radcliffe Capital Management, L.P. 0.06% 75,151 $795K
15 WHITEBOX ADVISORS LLC 0.05% 399,000 $4.2M
16 BOOTHBAY FUND MANAGEMENT, LLC 0.03% 239,000 $2.5M
17 ABC ARBITRAGE SA 0.03% 20,000 $212K
18 SONA ASSET MANAGEMENT (US) LLC 0.02% 100,000 $1.1M
19 Hudson Bay Capital Management LP 0.01% 325,000 $3.4M
20 GLAZER CAPITAL, LLC 0.01% 49,824 —
21 Clear Street Group Inc. 0.00% 182,670 $1.0M
22 TORONTO DOMINION BANK 0.00% 199,500 $2.1M
23 TWO SIGMA INVESTMENTS, LP 0.00% 187,500 $2.0M
24 D. E. Shaw & Co., Inc. 0.00% 150,000 $1.6M
25 GOLDMAN SACHS GROUP INC 0.00% 197,541 $2.1M
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 — CHARLTON ARIA ACQUISITION CO (CHAR)

What does the Smart Money Trend signal show for CHAR?

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 CHAR?

More buyers than sellers — 67% buying: Last quarter: 8 funds were net buyers (2 opened a brand new position + 6 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 CHAR holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 25 holders rank in the top 100 by AUM, but together hold only 6% 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 — 28% 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.

Is it too late to buy CHARLTON ARIA ACQUISITION CO (CHAR) following the 2026 Q1 hedge fund 13F filings?

As of today, CHAR has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), CHAR has gained +3.6% vs +4.6% 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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