Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (CNRG)

63 + Investors. Track Smart Money conviction in CNRG. 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
↑ +5
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — CNRG

Based on 63 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CNRG 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.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
63 funds currently hold this stock — 77% of the 3.0-year high of 82 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CNRG is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

24 buying25 selling
Last quarter: 25 funds reduced or exited vs 24 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 17% medium 19% new
40 out of 63 hedge funds have held CNRG 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.
📈

Growing discovery — still being found

11 → 6 → 4 → 11 → 11 new funds/Q
New funds entering each quarter: 6 → 4 → 11 → 11. A growing number of institutions are discovering CNRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 10% 1-2yr 24% new
Of 63 current holders: 42 (67%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
12 of 63 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CNRG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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: CNRG

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

Market Analysis: CNRG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CNRG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CNRG
2026 Q1 Stats Unlock in 20 days 63 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 63 58 8.62%
13F Shares 402K 357K 12.61%
Total Value $36M $30M 20.03%
New Positions 11 11 -
Increased Positions 13 8 +5
Closed Positions 6 7 -1
Reduced Positions 19 16 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CNRG

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Institutional Holders (2026 Q1)

63 + investors

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

Top 25 institutional holders of CNRG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matthew Goff Investment Advisor, LLC 1.43% 214,338 $8.6M
2 Opulen Financial Group LLC 0.46% 7,186 $649K
3 NORTHBRIDGE FINANCIAL GROUP, LLC 0.24% 5,959 $563K
4 WealthCare Investment Partners, LLC 0.19% 7,415 $701K
5 Independent Wealth Network Inc. 0.14% 5,297 $478K
6 BOS Asset Management, LLC 0.08% 3,627 $328K
7 FLAGSHIP HARBOR ADVISORS, LLC 0.02% 3,814 $344K
8 Wilmington Savings Fund Society, FSB 0.01% 6,105 $551K
9 Hughes Financial Services, LLC 0.00% 270 $24K
10 Kennebec Savings Bank 0.00% 34 $3K
11 Farther Finance Advisors, LLC 0.00% 2,853 $261K
12 Advocate Investing Services LLC 0.00% 31 $3K
13 AdvisorNet Financial, Inc 0.00% 395 $36K
14 North Star Investment Management Corp. 0.00% 335 $30K
15 NBC SECURITIES, INC. 0.00% 175 $16K
16 Cambridge Investment Research Advisors, Inc. 0.00% 5,083
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 6,692 $604K
18 Key FInancial Inc 0.00% 44 $4K
19 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.00% 92 $8K
20 HHM Wealth Advisors, LLC 0.00% 53 $5K
21 CENTRAL TRUST Co 0.00% 296 $27K
22 Abound Wealth Management 0.00% 14 $1K
23 SIGNATUREFD, LLC 0.00% 160 $14K
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 18 $2K
25 SBI Securities Co., Ltd. 0.00% 7
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 — SPDR SERIES TRUST (CNRG)

What does the Smart Money Trend signal show for CNRG?

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

More sellers than buyers — 49% buying: Last quarter: 25 funds reduced or exited vs 24 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 CNRG holders?

Elite ownership — 59% AUM from top-100 funds: 12 of 63 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CNRG. 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 CNRG?

63% of holders stayed for 2+ years: 40 out of 63 hedge funds have held CNRG 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.