Stock Analysis
Data Source: SEC EDGAR 13F
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Copt Defense Properties (CDP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — CDP

Based on 321 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CDP 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
321 hedge funds hold CDP 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

154 buying147 selling
Last quarter: 154 funds bought or added vs 147 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 32 → 50 → 43. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
209 out of 321 hedge funds have held CDP 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.
💰

Value +21% but shares only +3% — price-driven

Value
+20%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

34 → 43 → 32 → 50 → 43 new funds/Q
New funds entering each quarter: 43 → 32 → 50 → 43. A growing number of institutions are discovering CDP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 323 holders: 214 (66%) are 2+ year veterans, 40 entered 1–2 years ago, and 69 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
58 of 321 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — CDP

In 2026 Q2, 154 hedge funds were net buyers of CDP (43 opened a new position, 111 added to an existing one), while 147 reduced or exited (105 trimmed, 42 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in CDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 321.

Hedge Fund Ownership: CDP

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

Market Analysis: CDP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CDP

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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.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CDP
321 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 321 320 0.31%
13F Shares 128M 124M 2.65%
Total Value $4.50B $3.73B 20.63%
New Positions 43 50 -7
Increased Positions 111 109 +2
Closed Positions 42 31 +11
Reduced Positions 105 110 -5
Total Calls 0 0 -
Total Puts 2 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CDP

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Institutional Holders (2026 Q2)

321 + investors

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

QUARTER:
Top 25 CDP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GRS Advisors, LLC 5.93% 1,930,934 $70.3M
2 Channing Capital Management, LLC 2.42% 2,891,994 $105.2M
3 Leeward Investments, LLC - MA 0.94% 566,469 $20.6M
4 Westwood Holdings Group Inc 0.78% 2,840,694 $103.4M
5 Element Squared LLC 0.69% 37,872 $1.4M
6 Earnest Partners LLC 0.58% 4,420,946 $160.9M
7 Passive Capital Management, LLC. 0.37% 42,921 $1.2M
8 Alpha Wave Global, LP 0.33% 566,739 $20.6M
9 Frontier Capital Management Co LLC 0.30% 897,519 $32.7M
10 Hazelview Securities Inc. 0.30% 58,002 $2.2M
11 Boothbay Fund Management, LLC 0.24% 500,715 $18.2M
12 Easterly Investment Partners LLC 0.20% 110,376 $4.0M
13 Fort Washington Investment Advisors Inc /Oh/ 0.18% 982,340 $35.7M
14 Carnegie Lake Advisors LLC 0.18% 13,000 $473K
15 Kennedy Capital Management LLC 0.16% 251,853 $9.2M
16 Northwest & Ethical Investments L.P. 0.16% 188,377 $6.9M
17 Polymer Capital Management (US) LLC 0.15% 31,501 $1.1M
18 Spirit of America Management Corp/Ny 0.15% 22,000 $801K
19 Dana Investment Advisors, Inc. 0.12% 122,812 $4.5M
20 Atom Investors LP 0.11% 35,519 $1.3M
21 Alliancebernstein L.P. 0.09% 8,880,283 $271.7M
22 Massar Capital Management, LP 0.08% 23,209 $845K
23 Sei Investments Co 0.07% 2,204,679 $80.2M
24 FJ Capital Management LLC 0.07% 13,900 $506K
25 Retirement Systems of Alabama 0.06% 553,233 $20.1M
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 — Copt Defense Properties (CDP)

What does the Smart Money Trend signal show for CDP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CDP 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 CDP?

Slight buying edge — 51% buying: Last quarter: 154 funds bought or added vs 147 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 CDP holders?

Elite ownership — 61% AUM from top-100 funds: 58 of 321 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CDP. 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 CDP?

65% of holders stayed for 2+ years: 209 out of 321 hedge funds have held CDP 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.

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