Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BANCROFT FD LTD (BCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
4Q ▼
Buyers last Q
46%

Smart Money Signals — BCV

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their BCV 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 — 79% of 3.0Y peak

79% of all-time peak
33 funds currently hold this stock — 79% of the 3.0-year high of 42 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold BCV compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

16 buying19 selling
Last quarter: 19 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new
24 out of 33 hedge funds have held BCV 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.
➡️

Steady discovery — ~2 new funds/quarter

8 → 3 → 4 → 4 → 2 new funds/Q
New funds entering each quarter: 3 → 4 → 4 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Of 33 current holders: 23 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
10 of 33 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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.

Institutional Sentiment Summary — BCV

In 2025 Q4, 16 hedge funds were net buyers of BCV (2 opened a new position, 14 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 39% of total institutional value in BCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: BCV

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

Market Analysis: BCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCV

Financial Services Asset Management

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

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
0.5
/ 10
conviction
Hedge Fund Positioning: BCV
2026 Q1 Stats Unlock in 7 days 33 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 36 -8.33%
13F Shares 2M 2M 0.45%
Total Value $49M $48M 1.44%
New Positions 2 4 -2
Increased Positions 14 14 -
Closed Positions 5 6 -1
Reduced Positions 14 10 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCV

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

33 + investors

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

Top 24 institutional holders of BCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beckerman Institutional, LLC 0.85% 73,919 $1.6M
2 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.33% 107,851 $2.3M
3 Mezzasalma Advisors, LLC 0.22% 39,885 $859K
4 Bulldog Investors, LLP 0.19% 39,448 $850K
5 Shaker Financial Services, LLC 0.11% 15,221 $328K
6 SIT INVESTMENT ASSOCIATES INC 0.11% 255,169 $5K
7 UHLMANN PRICE SECURITIES, LLC 0.03% 24,189 $521K
8 EVOLVE PRIVATE WEALTH, LLC 0.02% 21,555 $464K
9 Pathstone Holdings, LLC 0.01% 145,422 $3.1M
10 Noble Wealth Management PBC 0.01% 1,000 $22K
11 Caldwell Trust Co 0.00% 2,479 $53K
12 Concurrent Investment Advisors, LLC 0.00% 12,705 $274K
13 WOLVERINE ASSET MANAGEMENT LLC 0.00% 13,638 $294K
14 Cambridge Investment Research Advisors, Inc. 0.00% 40,748 —
15 STIFEL FINANCIAL CORP 0.00% 30,792 $663K
16 LRI Investments, LLC 0.00% 309 $7K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 14,068 $303K
18 FIRST TRUST ADVISORS LP 0.00% 25,913 $558K
19 LPL Financial LLC 0.00% 59,011 $1.3M
20 UBS Group AG 0.00% 60,873 $1.3M
21 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 9,205 $198K
22 ENVESTNET ASSET MANAGEMENT INC 0.00% 16,113 $347K
23 WELLS FARGO & COMPANY/MN 0.00% 19,684 $424K
24 ASSETMARK, INC 0.00% 290 $6K
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 — BANCROFT FD LTD (BCV)

What does the Smart Money Trend signal show for BCV?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their BCV 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 BCV?

More sellers than buyers — 46% buying: Last quarter: 19 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BCV holders?

Strong quality — 39% AUM from major funds: 10 of 33 holders rank in the top 100 by AUM, accounting for 39% 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 BCV?

73% of holders stayed for 2+ years: 24 out of 33 hedge funds have held BCV 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.

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.