Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Verde Clean Fuels Inc (VGAS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — VGAS

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VGAS 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 — 81% of 3.0Y peak

81% of all-time peak
35 funds currently hold this stock — 81% of the 3.0-year high of 43 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VGAS is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

21 buying26 selling
Last quarter: 26 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 9 → 0 → 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.
📌

Mixed — 34% long-term, 40% new

34% conviction (2yr+) 26% medium 40% new
Of the 35 current holders: 12 (34%) held >2 years, 9 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -16%, value -91%

Value
-90%
Shares
-16%
Last quarter: funds added -16% more shares while total portfolio value only changed -91%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

4 → 9 → 0 → 15 → 8 new funds/Q
New funds entering each quarter: 9 → 0 → 15 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 46% newcomers

40% veterans 14% 1-2yr 46% new
Entry-cohort mix of 35 holders: 14 (40%) are 2+ year veterans, 5 entered 1–2 years ago, and 16 (46%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
14 of 35 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — VGAS

In 2026 Q2, 21 hedge funds were net buyers of VGAS (8 opened a new position, 13 added to an existing one), while 26 reduced or exited (10 trimmed, 16 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: VGAS

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

Market Analysis: VGAS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VGAS

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: VGAS
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 43 -18.6%
13F Shares 1M 1M -16.12%
Total Value $1M $13M -90.8%
New Positions 8 15 -7
Increased Positions 13 12 +1
Closed Positions 16 5 +11
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VGAS

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Financial Highlights

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Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:
Top 25 VGAS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bluescape Energy Partners LLC 0.27% 800,000 $816K
2 Carlson Capital, L.P. 0.00% 20,000 $20K
3 Tower Research Capital LLC (TRC) 0.00% 27,357 $28K
4 Essential Partners LLC 0.00% 62
5 Aqr Capital Management LLC 0.00% 37,259 $38K
6 Integrated Wealth Concepts LLC 0.00% 2,096 $2K
7 True Wealth Design, LLC 0.00% 36
8 PNC Financial Services Group, INC. 0.00% 17,309 $18K
9 GAMMA Investing LLC 0.00% 150
10 Russell Investments Group, Ltd. 0.00% 5,690 $6K
11 Farther Finance Advisors, LLC 0.00% 582
12 Transamerica Financial Advisors, LLC 0.00% 39
13 Arax Advisory Partners 0.00% 472
14 Vanguard Capital Management LLC 0.00% 122,540 $125K
15 Susquehanna International Group, LLP 0.00% 32,401 $33K
16 Vanguard Fiduciary Trust Co 0.00% 10,028 $10K
17 EverSource Wealth Advisors, LLC 0.00% 64
18 Goldman Sachs Group Inc 0.00% 23,353 $24K
19 Jane Street Group, LLC 0.00% 19,507 $20K
20 Mercer Global Advisors Inc /Adv 0.00% 1,168 $1K
21 Fortitude Family Office, LLC 0.00% 6
22 Rothschild Investment LLC 0.00% 28
23 IFP Advisors, Inc 0.00% 28
24 BlackRock, Inc. 0.00% 28,387 $29K
25 Morgan Stanley 0.00% 7,302 $7K
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 — Verde Clean Fuels Inc (VGAS)

What does the Smart Money Trend signal show for VGAS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VGAS 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 VGAS?

More sellers than buyers — 45% buying: Last quarter: 26 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VGAS holders?

Smaller funds dominant — 14% AUM from top-100: 14 of 35 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VGAS?

Mixed — 34% long-term, 40% new: Of the 35 current holders: 12 (34%) held >2 years, 9 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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