Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBAL PARTNERS LP (GLP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
3Q ▼
Buyers last Q
51%

Smart Money Signals — GLP

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their GLP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
98 funds currently hold this stock — 87% of the 3.0-year high of 113 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold GLP compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

37 buying36 selling
Last quarter: 37 funds bought or added vs 36 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 11 → 15 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 22% medium ■ 9% new
67 out of 98 hedge funds have held GLP 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 — ~8 new funds/quarter

19 → 16 → 11 → 15 → 8 new funds/Q
New funds entering each quarter: 16 → 11 → 15 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 17% 1-2yr ■ 13% new
Of 101 current holders: 71 (70%) 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.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
18 of 98 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — GLP

In 2025 Q4, 37 hedge funds were net buyers of GLP (8 opened a new position, 29 added to an existing one), while 36 reduced or exited (23 trimmed, 13 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 28% of total institutional value in GLP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 98.

Hedge Fund Ownership: GLP

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

Market Analysis: GLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLP

-- --

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

Is It Too Late to Buy GLOBAL PARTNERS LP (GLP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLP has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
GLP
+16.5%
XLE
-1.2%

GLP outperformed XLE by +17.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
GLP
-0.7%
XLE
+1.9%

Since the filing became public, GLP outperformed XLE by -2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: GLP
2026 Q1 Stats Unlock in 1 days 100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 105 -4.76%
13F Shares 16M 16M 1.6%
Total Value $685M $773M -11.39%
New Positions 8 14 -6
Increased Positions 29 42 -13
Closed Positions 12 16 -4
Reduced Positions 33 24 +9
Total Calls 3 3 -
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: GLP

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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 Q1)

100 + investors

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

QUARTER:
Top 25 institutional holders of GLP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hartree Partners, LP 3.99% 441,755 $18.6M
2 Pallas Capital Advisors LLC 2.74% 1,727,873 $72.7M
3 Mercuria Capital Strategies, LLC 1.33% 82,357 $3.5M
4 ALPS ADVISORS INC 1.20% 6,043,985 $254.5M
5 CASCADE INVESTMENT GROUP, INC. 1.14% 41,160 $1.7M
6 Fractal Investments LLC 0.97% 195,234 $8.2M
7 Gilman Hill Asset Management, LLC 0.39% 61,364 $2.6M
8 INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.32% 110,208 $4.6M
9 AMERICAN FINANCIAL GROUP INC 0.27% 17,500 $737K
10 IFG Advisory, LLC 0.24% 2,000 $84K
11 Proficio Capital Partners LLC 0.22% 100,000 $4.2M
12 WEALTH EFFECTS LLC 0.14% 9,300 $392K
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% 2,037,005 $85.8M
14 SANDERS MORRIS HARRIS LLC 0.10% 15,500 $653K
15 G&S Capital LLC 0.09% 5,982 $252K
16 Bramshill Investments, LLC 0.06% 17,469 $735K
17 South Street Advisors LLC 0.05% 8,250 $347K
18 BALDWIN WEALTH PARTNERS LLC/MA 0.05% 15,500 $653K
19 Adams Asset Advisors, LLC 0.05% 9,860 $415K
20 Granite Bay Wealth Management, LLC 0.04% 5,000 $210K
21 Leo Wealth, LLC 0.04% 14,500 $610K
22 Blackstone Inc. 0.04% 240,717 $10.1M
23 Moors & Cabot, Inc. 0.04% 20,075 $845K
24 BBR PARTNERS, LLC 0.04% 15,361 $647K
25 Connecticut Wealth Management, LLC 0.03% 16,649 $701K
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 — GLOBAL PARTNERS LP (GLP)

What does the Smart Money Trend signal show for GLP?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their GLP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GLP?

Slight buying edge — 51% buying: Last quarter: 37 funds bought or added vs 36 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 GLP holders?

Strong quality — 28% AUM from major funds: 18 of 98 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GLP?

68% of holders stayed for 2+ years: 67 out of 98 hedge funds have held GLP 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.

Is it too late to buy GLOBAL PARTNERS LP (GLP) following the 2026 Q1 hedge fund 13F filings?

As of today, GLP has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLE sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), GLP has gained +16.5% vs -1.2% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.