Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Berkley W R Corp (+112%). No open-market insider trades in the last 180 days.
No leg leans either way.
11 tracked 13F filers disclose a position in CAEP as of the latest SEC 13F filings, a combined $54.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berkley W R Corp | 2.2M | $23.0M | ▲+112% Added · +1.2M sh | Q1 2026 | |
| 2 | Toronto Dominion Bank | 1.5M | $15.9M | ▼−24% Reduced · −475K sh | Q1 2026 | |
| 3 | Healthcare Of Ontario Pension Plan Trust Fund | 500K | $5.2M | —Held | Q1 2026 | |
| 4 | Linden Advisors LP | 500K | $5.2M | —Held | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | 173K | $1.8M | —Held | Q1 2026 | |
| 6 | JPMorgan Chase & Co | 124K | $1.3M | ▼−28% Reduced · −47K sh | Q1 2026 | |
| 7 | BNP Paribas Financial Markets | 116K | $1.2M | ▲+13% Added · +13K sh | Q1 2026 | |
| 8 | OCONNOR, A Distinct Business Unit of UBS Asset Management Americas (LLC) | 100K | $1.0M | ▼−33% Reduced · −50K sh | Q4 2025 | |
| 9 | Gabelli Funds LLC | 11K | $115K | —Held | Q1 2026 | |
| 10 | Jane Street Group, LLC | 11K | $111K | ▼−95% Reduced · −188K sh | Q1 2026 | |
| 11 | Morgan Stanley | 15 | $155 | ▲New +15 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in CAEP, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Churchill Capital Corp IXCCIX | 5 funds | $49.6M |
| Eqv Ventures Acquisition C-AEVAC | 5 funds | $48.0M |
| Inflection Point Acquisiti-AIPCX | 5 funds | $39.5M |
| Oyster Enterprises II Acq-AOYSE | 5 funds | $32.4M |
| Jackson Acquisition Co-CL AJACS | 5 funds | $31.5M |
| Cartesian Growth Corp I-CL ACGCT | 5 funds | $28.5M |
| Oxley Bridge Acquisitio-CL AOBA | 5 funds | $25.1M |
| Otg Acquisition Corp I-CL AOTGA | 5 funds | $23.2M |
| M3-Brigade Acquisition-CL AMBVI | 5 funds | $19.7M |
| Futurecrest Acquisition-CL AFCRS | 5 funds | $7.6M |
| Silverbox Corp IV-ASBXD | 4 funds | $48.7M |
| Haymaker Acquisition Corp 4HYAC | 4 funds | $45.2M |
Ranked by how many of CAEP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAEP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 6, 2025 | Lutnick Howard W | 10% Owner | Sell (S) | 580K | — |
| Oct 6, 2025 | Lutnick Brandon | Chairman and CEO, Director, 10% Owner | Buy (P) | 580K | — |
| Jun 27, 2025 | Cantor Fitzgerald, L. P. | 10% Owner | Buy (P) | 580K | $5.8M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CAEP
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CAEP/capital-change-brief"
Use Arkolith's capital_change_brief for CAEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CAEP. Filings are public domain, sourced to SEC EDGAR.