Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chicago Atlantic Bdc Inc (LIEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — LIEN

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added LIEN 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
41 hedge funds hold LIEN 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 — +925% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+925% 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.
🟡

Slight buying edge — 52% buying

17 buying16 selling
Last quarter: 17 funds bought or added vs 16 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 5 → 10 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 2% conviction (2yr+) ■ 54% medium ■ 44% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

1 → 26 → 5 → 10 → 7 new funds/Q
New funds entering each quarter: 26 → 5 → 10 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 90% of holders entered in last year

■ 7% veterans ■ 2% 1-2yr ■ 90% new
Of 41 current holders: 37 (90%) entered in the past year, only 3 (7%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
5 of 41 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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 — LIEN

In 2026 Q1, 17 hedge funds were net buyers of LIEN (7 opened a new position, 10 added to an existing one), while 16 reduced or exited (13 trimmed, 3 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: LIEN

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

Market Analysis: LIEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LIEN

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: LIEN
2026 Q2 Stats Unlock in 1 days 41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 37 10.81%
13F Shares 4M 3M 4.18%
Total Value $33M $35M -7.5%
New Positions 7 10 -3
Increased Positions 10 7 +3
Closed Positions 3 4 -1
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LIEN

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 LIEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Intrepid Capital Management Inc 2.62% 756,185 $7.4M
2 Black Maple Capital Management LP 0.73% 130,920 $1.3M
3 CDC Financial, Inc. 0.73% 177,391 $1.7M
4 Clayton Partners LLC 0.38% 58,666 $573K
5 Closed-End Fund Advisors, Inc. 0.27% 28,303 $277K
6 Sowell Financial Services LLC 0.16% 511,387 $5.0M
7 Firethorn Wealth Partners, LLC 0.12% 38,654 $378K
8 Condor Capital Management 0.12% 163,673 $1.6M
9 Seneca House Advisors 0.09% 25,322 $247K
10 Twelve Points Wealth Management LLC 0.05% 26,233 $256K
11 Partners Capital Investment Group, LLP 0.05% 145,336 $1.4M
12 Entrewealth, LLC 0.04% 12,148 $114K
13 FreeGulliver LLC 0.04% 12,241 $120K
14 Wick Capital Partners, LLC 0.04% 26,967 $263K
15 Tyche Wealth Partners LLC 0.02% 17,500 $171K
16 Sage Mountain Advisors LLC 0.02% 30,797 $301K
17 Bernardo Wealth Planning LLC 0.02% 10,278 $100K
18 Venturi Wealth Management, LLC 0.02% 40,171 $392K
19 Compass Financial Management LLC 0.01% 10,677 $104K
20 Gladstone Institutional Advisory LLC 0.01% 38,600 $377K
21 Triumph Capital Management 0.01% 6,725 $66K
22 Icon Wealth Advisors, LLC 0.01% 14,255 $139K
23 Ritholtz Wealth Management 0.01% 54,347 $531K
24 Apollon Wealth Management, LLC 0.01% 48,809 $477K
25 Corient Private Wealth LP 0.00% 188,863 $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 — Chicago Atlantic Bdc Inc (LIEN)

What does the Smart Money Trend signal show for LIEN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added LIEN 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 LIEN?

Slight buying edge — 52% buying: Last quarter: 17 funds bought or added vs 16 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 LIEN holders?

Smaller funds dominant — 4% AUM from top-100: 5 of 41 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LIEN?

Mostly new holders — 44% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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