Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Credit Suisse Asset Mgmt (CIK)

52 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — CIK

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
52 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 — +6% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

22 buying19 selling
Last quarter: 22 funds bought or added vs 19 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 — ~9 new funds per quarter

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

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 12% medium ■ 21% new
35 out of 52 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.
💎

Buying through price weakness — shares -20%, value -85%

Value
-84%
Shares
-20%
Last quarter: funds added -20% more shares while total portfolio value only changed -85%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

6 → 8 → 9 → 7 → 9 new funds/Q
New funds entering each quarter: 8 → 9 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 6% 1-2yr ■ 23% new
Of 52 current holders: 37 (71%) 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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
14 of 52 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CIK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — CIK

In 2026 Q1, 22 hedge funds were net buyers of CIK (9 opened a new position, 13 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 58% of total institutional value in CIK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 52.

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

-- --

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

Is It Too Late to Buy Credit Suisse Asset Mgmt (CIK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CIK 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 · 80d ago
CIK
-3.5%
XLF
+9.5%

CIK outperformed XLF by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CIK
-1.2%
XLF
+5.8%

Since the filing became public, CIK outperformed XLF by -7.0% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CIK
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 47 10.64%
13F Shares 4M 5M -20.4%
Total Value $11M $70M -84.87%
New Positions 9 7 +2
Increased Positions 13 13 -
Closed Positions 4 8 -4
Reduced Positions 15 8 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CIK

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

52 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.25% 285,186 $730K
2 Melfa Wealth Management, INC. 0.06% 42,950 $110K
3 Unified Investment Management 0.03% 10,345 $26K
4 Wolverine Asset Management LLC 0.01% 384,102 $983K
5 Hilton Head Capital Partners, LLC 0.01% 5,952 $15K
6 Integrity Advisory Solutions, LLC 0.01% 18,307 $47K
7 Dynamic Advisor Solutions LLC 0.01% 67,385 $173K
8 Fortis Group Advisors, LLC 0.01% 12,287 $31K
9 American Financial Advisors, LLC 0.00% 11,425 $29K
10 Fiera Capital Corp 0.00% 399,196 $1.0M
11 Sigma Planning Corp 0.00% 31,435 $80K
12 Capital Investment Advisors, LLC 0.00% 41,598 $106K
13 Compound Planning, Inc. 0.00% 18,244 $47K
14 XTX Topco Ltd 0.00% 26,300 $67K
15 Boothbay Fund Management, LLC 0.00% 33,967 $87K
16 One Capital Management, LLC 0.00% 15,915 $41K
17 CoreCap Advisors, LLC 0.00% 12,800 $33K
18 LPL Financial LLC 0.00% 1,247,862 $3.2M
19 NewEdge Advisors, LLC 0.00% 17,500 $18K
20 Nbc Securities, INC. 0.00% 4,117 $11K
21 Activest Wealth Management 0.00% 1,500 $4K
22 Pinnacle Associates Ltd 0.00% 17,440 $45K
23 Sunbelt Securities, Inc. 0.00% 3,400 $9K
24 Highline Wealth Partners LLC 0.00% 800 $2K
25 Nomura Holdings Inc 0.00% 50,000 $128K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 54% buying: Last quarter: 22 funds bought or added vs 19 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 CIK holders?

Elite ownership — 58% AUM from top-100 funds: 14 of 52 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CIK. 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 CIK?

67% of holders stayed for 2+ years: 35 out of 52 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.

Is it too late to buy Credit Suisse Asset Mgmt (CIK) following the 2026 Q1 hedge fund 13F filings?

As of today, CIK has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -7.0%. Since the quarter end (March 31, 2026), CIK has gained -3.5% vs +9.5% 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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