Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Catalyst Bancorp Inc (CLST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — CLST

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
22 hedge funds hold CLST 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 — +16% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

9 buying7 selling
Last quarter: 9 funds bought or added vs 7 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.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 6 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 27% medium ■ 23% new
11 out of 22 hedge funds have held CLST 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 — ~1 new funds/quarter

1 → 1 → 2 → 6 → 1 new funds/Q
New funds entering each quarter: 1 → 2 → 6 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 18% newcomers

■ 50% veterans ■ 32% 1-2yr ■ 18% new
Entry-cohort mix of 22 holders: 11 (50%) are 2+ year veterans, 7 entered 1–2 years ago, and 4 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
6 of 22 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — CLST

In 2026 Q2, 9 hedge funds were net buyers of CLST (1 opened a new position, 8 added to an existing one), while 7 reduced or exited (6 trimmed, 1 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: CLST

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

Market Analysis: CLST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLST

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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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: CLST
22 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 22 -
13F Shares 1M 1M 22.19%
Total Value $22M $16M 35.0%
New Positions 1 6 -5
Increased Positions 8 4 +4
Closed Positions 1 4 -3
Reduced Positions 6 2 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLST

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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)

22 + investors

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

QUARTER:
Top 21 CLST holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stilwell Value LLC 3.45% 364,085 $6.0M
2 Graham Capital Wealth Management, LLC 2.50% 195,939 $3.2M
3 Knott David M Jr 1.89% 114,000 $3.6M
4 Montz Harcus Wealth Management LLC 0.18% 30,000 $495K
5 Raffles Associates LP 0.16% 10,555 $174K
6 Wittenberg Investment Management, INC. 0.06% 10,669 $176K
7 Summit Financial Wealth Advisors, LLC 0.03% 13,600 $225K
8 Basswood Capital Management, L.L.C. 0.01% 11,246 $186K
9 Kestra Advisory Services, LLC 0.00% 25,000 $413K
10 American Capital Advisory, LLC 0.00% 125 $2K
11 NewEdge Advisors, LLC 0.00% 11,500 $190K
12 Renaissance Technologies LLC 0.00% 23,100 $381K
13 Alliancebernstein L.P. 0.00% 61,066 $1.0M
14 Golden State Wealth Management, LLC 0.00% 75 $1K
15 Vanguard Fiduciary Trust Co 0.00% 24,351 $402K
16 Vanguard Capital Management LLC 0.00% 189,486 $3.1M
17 Susquehanna International Group, LLP 0.00% 23,078 $381K
18 Citadel Advisors LLC 0.00% 14,582 $241K
19 BlackRock, Inc. 0.00% 68,797 $1.1M
20 UBS Group AG 0.00% 68 $1K
21 BNP Paribas Financial Markets 0.00% 6 —
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 — Catalyst Bancorp Inc (CLST)

What does the Smart Money Trend signal show for CLST?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CLST?

Slight buying edge — 56% buying: Last quarter: 9 funds bought or added vs 7 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 CLST holders?

Smaller funds dominant — 13% AUM from top-100: 6 of 22 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLST?

50% of holders stayed for 2+ years: 11 out of 22 hedge funds have held CLST 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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