Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Sts Commodity Index F (CPER)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
6Q ▲
Buyers last Q
63%

Smart Money Signals — CPER

Based on 149 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added CPER 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
149 hedge funds hold CPER 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.
🚀

Fast accumulation — +101% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+101% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

88 buying51 selling
Last quarter: 88 funds were net buyers (36 opened a brand new position + 52 added to an existing one). Only 51 were sellers (31 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 35 → 51 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 31% long-term, 47% new

■ 31% conviction (2yr+) ■ 22% medium ■ 47% new
Of the 149 current holders: 46 (31%) held >2 years, 33 held 1–2 years, and 70 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

19 → 22 → 35 → 51 → 36 new funds/Q
New funds entering each quarter: 22 → 35 → 51 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 42% veterans vs 49% newcomers

■ 42% veterans ■ 9% 1-2yr ■ 49% new
Entry-cohort mix of 160 holders: 67 (42%) are 2+ year veterans, 15 entered 1–2 years ago, and 78 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
19 of 145 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — CPER

In 2026 Q2, 88 hedge funds were net buyers of CPER (36 opened a new position, 52 added to an existing one), while 51 reduced or exited (31 trimmed, 20 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in CPER is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: CPER

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

Market Analysis: CPER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPER

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: CPER
145 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 145 133 9.02%
13F Shares 8M 8M 0.52%
Total Value $312M $283M 10.17%
New Positions 36 51 -15
Increased Positions 50 41 +9
Closed Positions 20 22 -2
Reduced Positions 29 20 +9
Total Calls 8 6 33.33%
Total Puts 6 6 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: CPER

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Institutional Holders (2026 Q2)

145 + investors

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

QUARTER:
Top 25 CPER holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Edge Advisors, LLC 0.61% 76,708 $2.9M
2 Brookwood Investment Group LLC 0.51% 120,463 $4.5M
3 Manatuck Hill Partners, LLC 0.50% 40,000 $1.5M
4 Exit Wealth Advisors, LLC. 0.44% 25,649 $968K
5 Periscope Capital INC. 0.40% 120,000 $4.5M
6 BigSur Wealth Management LLC 0.32% 34,839 $1.3M
7 Clare Market Investments LLC 0.28% 40,480 $1.5M
8 Sidoxia Capital Management, LLC 0.21% 7,726 $292K
9 Knollwood Investment Advisory, LLC 0.18% 54,918 $2.1M
10 Argyle Capital Partners, LLC 0.17% 7,088 $267K
11 Mustico Financial Group, INC. 0.16% 6,567 $252K
12 SMART Wealth LLC 0.16% 19,210 $725K
13 Matauro, LLC 0.15% 31,020 $1.2M
14 Basso Capital Management, L.P. 0.15% 19,115 $721K
15 Strategic Blueprint, LLC 0.13% 67,587 $2.6M
16 Hoey Investments, Inc 0.12% 25,350 $956K
17 Pettinga Financial Advisors LLC 0.10% 16,407 $619K
18 Proficio Capital Partners LLC 0.09% 65,820 $2.5M
19 Herold Advisors, Inc. 0.08% 10,800 $407K
20 Platform Technology Partners 0.07% 12,044 $454K
21 TCFG Investment Advisors, LLC 0.07% 5,464 $206K
22 Luminist Capital LLC 0.06% 1,494 $56K
23 Ignite Planners, LLC 0.06% 10,779 $407K
24 Mainstay Capital Management LLC /Adv 0.05% 19,158 $723K
25 Isthmus Partners, LLC 0.05% 12,800 $483K
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 — United Sts Commodity Index F (CPER)

What does the Smart Money Trend signal show for CPER?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added CPER 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 CPER?

More buyers than sellers — 63% buying: Last quarter: 88 funds were net buyers (36 opened a brand new position + 52 added to an existing one). Only 51 were sellers (31 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPER holders?

Strong quality — 37% AUM from major funds: 19 of 145 holders rank in the top 100 by AUM, accounting for 37% 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 CPER?

Mixed — 31% long-term, 47% new: Of the 149 current holders: 46 (31%) held >2 years, 33 held 1–2 years, and 70 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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