Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cadiz Inc (CDZI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -24
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — CDZI

Based on 114 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CDZI 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 — 83% of 3.0Y peak

83% of all-time peak
114 funds currently hold this stock — 83% of the 3.0-year high of 138 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

58 buying76 selling
Last quarter: 76 funds reduced or exited vs 58 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.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 29 → 34 → 14. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
57 out of 114 hedge funds have held CDZI 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.
💎

Buying through price weakness — shares +1%, value -14%

Value
-13%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~14 new funds/quarter

11 → 20 → 29 → 34 → 14 new funds/Q
New funds entering each quarter: 20 → 29 → 34 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 32% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Entry-cohort mix of 119 holders: 63 (53%) are 2+ year veterans, 18 entered 1–2 years ago, and 38 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
32 of 114 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CDZI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — CDZI

In 2026 Q2, 58 hedge funds were net buyers of CDZI (14 opened a new position, 44 added to an existing one), while 76 reduced or exited (38 trimmed, 38 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in CDZI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -24 funds (more exits than new entries). Total institutional holders: 114.

Hedge Fund Ownership: CDZI

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

Market Analysis: CDZI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CDZI

-- --

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: CDZI
114 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 138 -17.39%
13F Shares 40M 39M 1.49%
Total Value $156M $180M -13.55%
New Positions 14 34 -20
Increased Positions 39 45 -6
Closed Positions 38 16 +22
Reduced Positions 38 38 -
Total Calls 4 7 -42.86%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.25 0.29 Bullish

Statistics: CDZI

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Institutional Holders (2026 Q2)

114 + investors

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

QUARTER:
Top 25 CDZI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whitefort Capital Management, LP 4.11% 3,986,822 $16.7M
2 Elkhorn Partners Limited Partnership 2.35% 656,000 $2.7M
3 Levin Capital Strategies, L.P. 1.26% 4,496,579 $18.8M
4 Potomac Capital Management, Inc. 1.00% 350,000 $1.5M
5 Parkshore Wealth Management, Inc. 0.32% 263,830 $1.1M
6 Permanent Capital Management, LP 0.30% 537,680 $2.2M
7 Flax Pond Capital, LLC 0.21% 53,815 $264K
8 Rangeley Capital, LLC 0.19% 50,000 $209K
9 Hartree Partners, LP 0.18% 200,000 $836K
10 Dba Trading, LLC 0.11% 46,040 $226K
11 Delta Investment Management, LLC 0.09% 131,831 $551K
12 Cinctive Capital Management LP 0.08% 525,945 $2.2M
13 BRC Group Holdings, Inc. 0.07% 75,236 $314K
14 GAM Holding AG 0.05% 120,000 $589K
15 Alpine Global Management, LLC 0.03% 50,000 $209K
16 HCR Wealth Advisors 0.03% 88,000 $368K
17 Mindset Wealth Management, LLC 0.03% 40,000 $167K
18 Dynamic Technology Lab Private Ltd 0.03% 34,272 $143K
19 Saxon Interests, INC. 0.03% 26,034 $109K
20 Pekin Hardy Strauss, Inc. 0.02% 61,500 $257K
21 Massar Capital Management, LP 0.02% 54,701 $229K
22 Brookwood Investment Group LLC 0.01% 21,000 $88K
23 Bridgeway Capital Management, LLC 0.00% 52,568 $220K
24 Ancora Advisors LLC 0.00% 46,640 $195K
25 Barclays plc 0.00% 3,469,347 $14.5M
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 — Cadiz Inc (CDZI)

What does the Smart Money Trend signal show for CDZI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CDZI 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 CDZI?

More sellers than buyers — 43% buying: Last quarter: 76 funds reduced or exited vs 58 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 CDZI holders?

Elite ownership — 53% AUM from top-100 funds: 32 of 114 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CDZI. 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 CDZI?

50% of holders stayed for 2+ years: 57 out of 114 hedge funds have held CDZI 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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