Ownership | Who Owns ?

Ownership Summary

is owned by 48.94% institutional investors, 0.03% insiders, and 51.03% retail investors. Westchester capital management is the largest institutional shareholder, holding 3.98% of CFFS shares. The Merger Fund A is the top mutual fund, with 6.89% of its assets in shares.

CFFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock		48.94%	0.03%	51.03%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Westchester capital management	717.28K	3.98%	$7.85M
Berkley w r	553.95K	3.07%	$6.07M
Picton mahoney asset management	550.00K	3.05%	$6.03M
Kepos capital lp	400.00K	2.22%	$4.39M
Walleye capital	399.94K	2.22%	$4.39M
Alberta investment management	361.40K	2.00%	$3.96M
First trust capital management	328.59K	1.82%	$3.61M
Mangrove partners	283.67K	1.57%	$3.11M
Aristeia capital	250.00K	1.39%	$2.75M
Walleye trading	224.96K	1.25%	$2.47M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kepos capital lp	400.00K	1.70%	$4.39M
Periscope capital	150.00K	0.56%	$1.64M
Meteora capital	206.19K	0.41%	$2.26M
First trust capital management	328.59K	0.33%	$3.61M
Westchester capital management	717.28K	0.29%	$7.85M
Berkley w r	553.95K	0.26%	$6.07M
Mangrove partners	283.67K	0.24%	$3.11M
Picton mahoney asset management	550.00K	0.23%	$6.03M
Robinson capital management	32.25K	0.13%	$354.15K
Deltec asset management	57.75K	0.12%	$632.36K

Top Buyers

Holder	Shares	% Assets	Change
Mangrove partners	283.67K	0.24%	283.67K
Robinson capital management	32.25K	0.13%	32.25K
Cowen and company	22.00K	0.01%	22.00K
Toroso investments	20.00K	0.00%	20.00K
D. e. shaw	200.00K	0.00%	-

Top Sellers

Holder	Shares	% Assets	Change
Beryl capital management	-	-	-682.83K
First trust capital management	328.59K	0.33%	-266.91K
Kim	-	-	-187.72K
Verition fund management	189.90K	0.01%	-160.84K
Meteora capital	206.19K	0.41%	-10.05K

New Positions

Holder	Shares	% Assets	Change	Value
Mangrove partners	283.67K	0.24%	283.67K	$3.11M

Sold Out

Holder	Change
Wolverine asset management	-3.49K
Kim	-187.72K
Beryl capital management	-682.83K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	26	13.04%	5,031,228	-13.68%	48	4.68%	7	16.67%	4	33.33%
Jun 30, 2024	23	35.29%	5,828,267	11.61%	32	4.42%	6	50.00%	3	-40.00%
Mar 31, 2024	17	-57.50%	5,221,817	-64.40%	27	0.47%	4	-69.23%	5	-37.50%
Dec 31, 2023	40	11.11%	14,668,340	5.24%	75	1.98%	13	18.18%	8	100.00%
Sep 30, 2023	36	-5.26%	13,937,856	-0.93%	61	1.69%	11	-47.62%	4	-55.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
The Merger Fund A	708.56K	6.89%	-
Picton Mahoney Fortified Arbtrg Pl Alt F	424.40K	4.13%	-
CrossingBridge Pre-Merger SPAC ETF	250.00K	2.43%	-
Picton Mahoney Fortified Arbtrg Alt Fd F	39.00K	0.38%	-
First Trust Merger Arbitrage Cl I	24.13K	0.23%	-294.83K
AQR Diversified Arbitrage I	13.59K	0.13%	13.59K
Robinson Alternative Yld Pr-Mrgr SPACETF	12.84K	0.12%	-
Fidelity Nasdaq Composite Index	8.75K	0.09%	-
The Merger Fund VL I	8.72K	0.08%	-
Picton Mahoney Arbitrage Fund F	8.70K	0.08%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 20, 2021	CFAC Holdings VII, LLC	-	Buy	$4.50M

Insider Transactions Trends

Date	Buy	Sell
2023 Q2	-	-
2022 Q4	-	-

CFFS Ownership FAQ

Who owns the most shares of ?

’s largest shareholders are Westchester capital management (717.28K shares, 3.98%), Berkley w r (553.95K shares, 3.07%), and Picton mahoney asset management (550K shares, 3.05%). Together, they hold 10.10% of ’s total shares outstanding.

Does Blackrock own ?

BlackRock is not among the top 10 institutional shareholders of .

Who is ’s biggest shareholder by percentage of total assets invested?

Kepos capital lp is ’s biggest shareholder by percentage of total assets invested, with 1.70% of its assets in 400K shares, valued at 4.39M$.

Who is the top mutual fund holder of shares?

The Merger Fund A is the top mutual fund holder of shares, with 6.89% of its total shares outstanding invested in 708.56K shares.

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