Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Cap Allocation Ter (BCAT)

110 + Investors. Track Smart Money conviction in BCAT. 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
↑ +8
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — BCAT

Based on 110 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 BCAT 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
110 hedge funds hold BCAT 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 — +21% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+21% 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 — 62% buying

65 buying40 selling
Last quarter: 65 funds were net buyers (25 opened a brand new position + 40 added to an existing one). Only 40 were sellers (23 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 21 → 20 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 29% new

39% conviction (2yr+) 32% medium 29% new
Of the 110 current holders: 43 (39%) held >2 years, 35 held 1–2 years, and 32 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.
📈

Growing discovery — still being found

16 → 14 → 21 → 20 → 25 new funds/Q
New funds entering each quarter: 14 → 21 → 20 → 25. A growing number of institutions are discovering BCAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 37% newcomers

48% veterans 15% 1-2yr 37% new
Entry-cohort mix of 110 holders: 53 (48%) are 2+ year veterans, 16 entered 1–2 years ago, and 41 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
17 of 110 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in BCAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — BCAT

In 2026 Q2, 65 hedge funds were net buyers of BCAT (25 opened a new position, 40 added to an existing one), while 40 reduced or exited (23 trimmed, 17 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 75% of total institutional value in BCAT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: BCAT

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

Market Analysis: BCAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCAT

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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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BCAT
110 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 110 102 7.84%
13F Shares 19M 19M -1.57%
Total Value $247M $224M 10.33%
New Positions 25 20 +5
Increased Positions 40 42 -2
Closed Positions 17 22 -5
Reduced Positions 23 26 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCAT

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Institutional Holders (2026 Q2)

110 + investors

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

QUARTER:
Top 25 BCAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winebrenner Capital Management LLC 0.55% 57,000 $908K
2 Keebeck Wealth Management 0.55% 351,976 $5.6M
3 OneAscent Family Office, LLC 0.25% 31,259 $498K
4 Formidable Asset Management, LLC 0.18% 80,117 $1.1M
5 Closed-End Fund Advisors, Inc. 0.16% 10,402 $166K
6 Joseph P. Lucia & Associates, LLC 0.16% 33,547 $534K
7 Aviance Capital Partners, LLC 0.15% 88,409 $1.4M
8 Triumph Capital Management 0.13% 43,443 $692K
9 Perennial Investment Advisors, LLC 0.12% 114,613 $1.8M
10 Advisors Asset Management, Inc. 0.09% 384,286 $6.1M
11 Advisory Solutions Group, LLC 0.07% 13,371 $213K
12 Firethorn Wealth Partners, LLC 0.06% 12,558 $200K
13 PFG Investments, LLC 0.06% 101,590 $1.6M
14 Bramshill Investments, LLC 0.06% 51,268 $817K
15 Evolve Private Wealth, LLC 0.05% 51,089 $814K
16 TD Capital Management LLC 0.05% 37,467 $597K
17 Bison Wealth, LLC 0.05% 33,077 $529K
18 Amplius Wealth Advisors, LLC 0.04% 35,290 $562K
19 Eagle Rock Investment Company, LLC 0.04% 17,902 $285K
20 SeaCrest Wealth Management, LLC 0.03% 18,099 $288K
21 Patriot Financial Group Insurance Agency, LLC 0.03% 16,650 $265K
22 Calton & Associates, INC. 0.03% 11,442 $182K
23 CoreCap Advisors, LLC 0.02% 48,146 $767K
24 Two Sigma Securities, LLC 0.02% 15,194 $242K
25 Kingswood Wealth Advisors, LLC 0.02% 28,536 $455K
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 — Blackrock Cap Allocation Ter (BCAT)

What does the Smart Money Trend signal show for BCAT?

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

More buyers than sellers — 62% buying: Last quarter: 65 funds were net buyers (25 opened a brand new position + 40 added to an existing one). Only 40 were sellers (23 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BCAT holders?

Elite ownership — 75% AUM from top-100 funds: 17 of 110 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in BCAT. 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 BCAT?

Mixed — 39% long-term, 29% new: Of the 110 current holders: 43 (39%) held >2 years, 35 held 1–2 years, and 32 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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