Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ERO COPPER CORP (ERO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — ERO

Based on 154 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ERO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
154 hedge funds hold ERO 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.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

100 buying81 selling
Last quarter: 100 funds bought or added vs 81 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 — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 18 → 37 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 23% medium ■ 32% new
69 out of 154 hedge funds have held ERO 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.
💰

Value +57% but shares only +7% — price-driven

Value
+56%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +57%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

25 → 24 → 18 → 37 → 41 new funds/Q
New funds entering each quarter: 24 → 18 → 37 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 16% 1-2yr ■ 38% new
Of 170 current holders: 79 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
28 of 154 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ERO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: ERO

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

Market Analysis: ERO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ERO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 4 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: ERO
2026 Q1 Stats Unlock in 10 days 170 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 170 156 8.97%
13F Shares 70M 65M 6.86%
Total Value $1.84B $1.18B 56.64%
New Positions 41 39 +2
Increased Positions 83 70 +13
Closed Positions 30 15 +15
Reduced Positions 69 65 +4
Total Calls 11 11 -
Total Puts 8 7 14.29%
PUT/CALL Ratio 0.73 0.64 Neutral

Statistics: ERO

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

170 + investors

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

Top 25 institutional holders of ERO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kapitalo Investimentos Ltda 5.40% 1,076,696 $28.7M
2 WINCAP FINANCIAL LLC 1.36% 76,351 $2.0M
3 Walser Wealth Management Company, A Ltd Liability Co 0.66% 55,103 $1.5M
4 Hillsdale Investment Management Inc. 0.50% 694,080 $18.5M
5 MOODY ALDRICH PARTNERS LLC 0.48% 98,951 $2.6M
6 Gemmer Asset Management LLC 0.38% 179,577 $4.8M
7 Samalin Investment Counsel, LLC 0.35% 37,214 $992K
8 SPROTT INC. 0.28% 364,273 $9.7M
9 Kiker Wealth Management, LLC 0.25% 19,788 $528K
10 Artemis Investment Management LLP 0.16% 580,639 $15.5M
11 Veracity Capital LLC 0.15% 15,356 $410K
12 Clare Market Investments LLC 0.10% 17,500 $467K
13 SHEETS SMITH WEALTH MANAGEMENT 0.06% 20,828 $554K
14 JAMES INVESTMENT RESEARCH, INC. 0.06% 19,993 $533K
15 Spire Wealth Management 0.04% 47,174 $1.3M
16 INTACT INVESTMENT MANAGEMENT INC. 0.04% 54,900 $1.5M
17 Baader Bank Aktiengesellschaft 0.03% 16,078 $421K
18 JENNISON ASSOCIATES LLC 0.03% 1,647,950 $44.0M
19 Patriot Financial Group Insurance Agency, LLC 0.03% 19,960 $532K
20 SG Americas Securities, LLC 0.02% 599,878 $16K
21 Prime Capital Investment Advisors, LLC 0.01% 48,605 $1.3M
22 ALPS ADVISORS INC 0.01% 118,406 $3.2M
23 NBC SECURITIES, INC. 0.01% 7,249 $193K
24 LBP AM SA 0.01% 26,008 $694K
25 Banque Cantonale Vaudoise 0.01% 9,000 $239K
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 — ERO COPPER CORP (ERO)

What does the Smart Money Trend signal show for ERO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ERO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ERO?

Slight buying edge — 55% buying: Last quarter: 100 funds bought or added vs 81 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 ERO holders?

Elite ownership — 40% AUM from top-100 funds: 28 of 154 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ERO. 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 ERO?

45% of holders stayed for 2+ years: 69 out of 154 hedge funds have held ERO 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.