Smart Money Radar / Tickers / CFRUY

CFRUY

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
9
of 17 total, index funds excluded
This quarter
+3
2 out
Conviction
n/a
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $143M held
FundValueNote
Douglass Winthrop Advisors,… $92M
Douglas Lane & Associates, … $45M
RHUMBLINE ADVISERS $3M
HANTZ FINANCIAL SERVICES, I… $2M
NBC SECURITIES, INC. $426K
GAMMA Investing LLC $397K
ALTA CAPITAL MANAGEMENT LLC/ $258K
PARADIGM ASSET MANAGEMENT C… $83K
PNC FINANCIAL SERVICES GROU… $66K
Westside Investment Managem… $38K

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.