Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Credit Suisse Asset Mgmt (CIK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — CIK

Based on 53 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CIK 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
53 hedge funds hold CIK 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 — +13% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

28 buying15 selling
Last quarter: 28 funds were net buyers (8 opened a brand new position + 20 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 13% medium ■ 21% new
35 out of 53 hedge funds have held CIK 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.
➡️

Steady discovery — ~8 new funds/quarter

8 → 9 → 7 → 9 → 8 new funds/Q
New funds entering each quarter: 9 → 7 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 25% newcomers

■ 70% veterans ■ 6% 1-2yr ■ 25% new
Entry-cohort mix of 53 holders: 37 (70%) are 2+ year veterans, 3 entered 1–2 years ago, and 13 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
12 of 53 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — CIK

In 2026 Q2, 28 hedge funds were net buyers of CIK (8 opened a new position, 20 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in CIK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: CIK

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

Market Analysis: CIK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CIK

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

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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
0.1
/ 10
conviction
Hedge Fund Positioning: CIK
53 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 53 52 1.92%
13F Shares 7M 4M 54.35%
Total Value $16M $11M 50.0%
New Positions 8 9 -1
Increased Positions 20 13 +7
Closed Positions 7 4 +3
Reduced Positions 8 15 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CIK

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Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:
Top 25 CIK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.67% 867,755 $2.2M
2 Landscape Capital Management, L.L.C. 0.19% 1,163,091 $2.9M
3 Melfa Wealth Management, INC. 0.06% 42,950 $107K
4 Almitas Capital LLC 0.04% 62,565 $155K
5 Unified Investment Management 0.02% 10,345 $26K
6 Wolverine Asset Management LLC 0.01% 670,127 $1.7M
7 Hilton Head Capital Partners, LLC 0.01% 5,952 $15K
8 Two Sigma Securities, LLC 0.01% 31,332 $78K
9 Dynamic Advisor Solutions LLC 0.01% 73,477 $182K
10 Fortis Group Advisors, LLC 0.00% 12,287 $30K
11 Fiera Capital Corp 0.00% 410,648 $1.0M
12 Gladstone Institutional Advisory LLC 0.00% 46,127 $114K
13 American Financial Advisors, LLC 0.00% 11,425 $28K
14 Sigma Planning Corp 0.00% 31,587 $78K
15 Boothbay Fund Management, LLC 0.00% 51,480 $128K
16 Compound Planning, Inc. 0.00% 21,369 $53K
17 XTX Topco Ltd 0.00% 39,504 $98K
18 Clearstead Advisors, LLC 0.00% 53,382 $132K
19 One Capital Management, LLC 0.00% 15,915 $41K
20 Capital Investment Advisors, LLC 0.00% 32,198 $80K
21 CoreCap Advisors, LLC 0.00% 12,800 $32K
22 Lanark Financial, INC. 0.00% 4,117 $10K
23 LPL Financial LLC 0.00% 1,035,331 $2.6M
24 Pinnacle Associates Ltd 0.00% 17,440 $43K
25 Highline Wealth Partners LLC 0.00% 800 $2K
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 — Credit Suisse Asset Mgmt (CIK)

What does the Smart Money Trend signal show for CIK?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CIK 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 CIK?

More buyers than sellers — 65% buying: Last quarter: 28 funds were net buyers (8 opened a brand new position + 20 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CIK holders?

Strong quality — 36% AUM from major funds: 12 of 53 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CIK?

66% of holders stayed for 2+ years: 35 out of 53 hedge funds have held CIK 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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