Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rithm Acquisition Corp (RAC/WS)

29 + Investors. Track Smart Money conviction in RAC/WS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
36%

Smart Money Signals — RAC/WS

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their RAC/WS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
32 funds currently hold this stock — 91% of the 3.0-year high of 35 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +3100% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+3100% 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.
🔴

Heavy selling pressure — only 36% buying

5 buying9 selling
Last quarter: 9 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 8 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 3% conviction (2yr+) ■ 72% medium ■ 25% new
Only 1 funds (3%) 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

0 → 29 → 8 → 3 → 1 new funds/Q
New funds entering each quarter: 29 → 8 → 3 → 1. 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 — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 32 current holders: 31 (97%) entered in the past year, only 1 (3%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
3 of 30 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — RAC/WS

In 2026 Q1, 5 hedge funds were net buyers of RAC/WS (1 opened a new position, 4 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 32.

Hedge Fund Ownership: RAC/WS

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

Market Analysis: RAC/WS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RAC/WS

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RAC/WS
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 32 -9.38%
13F Shares 7M 7M -2.27%
Total Value $4M $4M 2.26%
New Positions 1 1 -
Increased Positions 3 4 -1
Closed Positions 2 3 -1
Reduced Positions 4 6 -2
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RAC/WS

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 RAC/WS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conversant Capital LLC 0.07% 868,333 $564K
2 Gritstone Asset Management LLC 0.04% 65,866 $43K
3 Meteora Capital, LLC 0.02% 292,450 $183K
4 Boussard & Gavaudan Gestion Sas 0.01% 266,666 $176K
5 Shaolin Capital Management LLC 0.01% 254,256 $168K
6 Periscope Capital INC. 0.01% 145,800 $91K
7 K2 Principal Fund, L.P. 0.00% 116,000 $64K
8 AQR Arbitrage LLC 0.00% 492,046 $325K
9 Magnetar Financial LLC 0.00% 660,000 $429K
10 DLD Asset Management, LP 0.00% 88,433 $58K
11 Css LLC/Il 0.00% 144,866 $99K
12 Readystate Asset Management LP 0.00% 109,066 $78K
13 Moore Capital Management, LP 0.00% 166,666 $110K
14 Alberta Investment Management Corp 0.00% 326,666 $216K
15 Whitebox Advisors LLC 0.00% 133,333 $88K
16 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 100,000 $66K
17 Healthcare of Ontario Pension Plan Trust Fund 0.00% 660,000 $470K
18 LMR Partners LLP 0.00% 266,666 $176K
19 Rivernorth Capital Management, LLC 0.00% 24,978 $14K
20 Picton Mahoney Asset Management 0.00% 99,999 $66K
21 Aristeia Capital, L.L.C. 0.00% 50,000 $31K
22 Saba Capital Management, L.P. 0.00% 25,000 $16K
23 Verition Fund Management LLC 0.00% 79,148 $56K
24 Toronto Dominion Bank 0.00% 330,300 $218K
25 Hudson Bay Capital Management LP 0.00% 123,817 $82K
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 — Rithm Acquisition Corp (RAC/WS)

What does the Smart Money Trend signal show for RAC/WS?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their RAC/WS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RAC/WS?

Heavy selling pressure — only 36% buying: Last quarter: 9 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for RAC/WS holders?

Smaller funds dominant — 7% AUM from top-100: 3 of 30 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RAC/WS?

Mostly new holders — 25% entered in last year: Only 1 funds (3%) 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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