The Campbells Company (CPB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy The Campbells Company (CPB) following the 2026 Q2 hedge fund 13F filings?

As of today, CPB has moved -6.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.7% for the XLP sector ETF — an outperformance of -4.0%. Since the quarter end (June 30, 2026), CPB gained -2.9% vs +0.8% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

The Campbells Company (CPB)

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

Smart Money Signals — CPB

Based on 628 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CPB 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 (99% of max)

99% of all-time peak

628 hedge funds hold CPB 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding CPB is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 61% buying

402 buying259 selling

Last quarter: 402 funds were net buyers (145 opened a brand new position + 257 added to an existing one). Only 259 were sellers (156 trimmed + 103 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter

Funds opening a new CPB position: 114 → 103 → 96 → 145. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new

362 out of 628 hedge funds have held CPB 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

110 → 114 → 103 → 96 → 145 new funds/Q

New funds entering each quarter: 114 → 103 → 96 → 145. A growing number of institutions are discovering CPB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new

Entry-cohort mix of 651 holders: 416 (64%) are 2+ year veterans, 69 entered 1–2 years ago, and 166 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

59 of 617 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in CPB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	611	586	4.27%
13F Shares	199M	200M	-0.52%
Total Value	$4.25B	$4.33B	-1.95%
New Positions	143	96	+47
Increased Positions	250	234	+16
Closed Positions	108	120	-12
Reduced Positions	150	164	-14
Total Calls	16	15	6.67%
Total Puts	17	20	-15.0%
PUT/CALL Ratio	1.06	1.33	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

611

586

4.27%

13F Shares

199M

200M

-0.52%

Total Value

$4.25B

$4.33B

-1.95%

New Positions

143

+47

Increased Positions

250

234

+16

Closed Positions

108

120

-12

Reduced Positions

150

164

-14

Total Calls

6.67%

Total Puts

-15.0%

PUT/CALL Ratio

1.06

1.33

Neutral

Institutional Holders (2026 Q2)

611 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CPB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Brandywine Managers, LLC	36.68%	3,329,500	$74.1M
2	Brandywine Trust Co	7.01%	1,954,276	$43.5M
3	Drexel Morgan & Co.	3.10%	1,000,000	$22.3M
4	MAC Alpha Capital Management, LP	2.93%	284,545	$6.3M
5	Hillman Capital Management, Inc.	2.60%	161,043	$3.6M
6	Mountain Hill Investment Partners Corp.	1.75%	138,900	$3.1M
7	Crystal Cove Asset Management, LLC	1.20%	49,483	$1.1M
8	Secured Retirement Advisors, LLC	1.12%	97,949	$2.2M
9	Brandes Investment Partners, LP	0.99%	6,334,950	$141.1M
10	Foundation Resource Management Inc	0.94%	363,960	$8.1M
11	Hussman Strategic Advisors, INC.	0.86%	168,000	$3.7M
12	Econ Financial Services Corp	0.85%	81,631	$1.8M
13	Wbi Investments, LLC	0.75%	135,426	$3.0M
14	Lifeworks Advisors, LLC	0.69%	297,013	$6.6M
15	Advocate Investing Services LLC	0.66%	38,432	$856K
16	Millington Securities, LLC	0.63%	101,745	$2.3M
17	McKinney Capital Management, LLC	0.55%	62,334	$1.4M
18	Parvin Asset Management, LLC	0.51%	29,285	$652K
19	Saxon Interests, INC.	0.50%	81,682	$1.8M
20	Fluent Financial, LLC	0.50%	62,577	$1.4M
21	Aster Capital Management (DIFC) Ltd	0.49%	68,683	$2.1M
22	TT Capital Management LLC	0.49%	28,200	$628K
23	Skylands Capital, LLC	0.47%	172,300	$3.8M
24	Sciencast Management LP	0.43%	93,953	$2.1M
25	Sagewood Asset Management LP	0.41%	81,125	$1.8M

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 — The Campbells Company (CPB)

What does the Smart Money Trend signal show for CPB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CPB 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 CPB?

More buyers than sellers — 61% buying: Last quarter: 402 funds were net buyers (145 opened a brand new position + 257 added to an existing one). Only 259 were sellers (156 trimmed + 103 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPB holders?

Elite ownership — 63% AUM from top-100 funds: 59 of 617 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in CPB. 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 CPB?

58% of holders stayed for 2+ years: 362 out of 628 hedge funds have held CPB 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 The Campbells Company (CPB) following the 2026 Q2 hedge fund 13F filings?

As of today, CPB has moved -6.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.7% for the XLP sector ETF — an outperformance of -4.0%. Since the quarter end (June 30, 2026), CPB has gained -2.9% vs +0.8% for XLP. 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

The Campbells Company (CPB)

Smart Money Signals — CPB

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 61% buying

More new buyers each quarter (+49 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 25% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — CPB

Hedge Fund Ownership: CPB

Market Analysis: CPB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CPB

Is It Too Late to Buy The Campbells Company (CPB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CPB

Statistics: CPB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — The Campbells Company (CPB)

Welcome to 13Foresight!