Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xplr Infrastructure LP (XIFR)

218 + Investors. Track Smart Money conviction in XIFR. 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
↓ -3
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — XIFR

Based on 225 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 XIFR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 225 funds hold XIFR today versus a peak of 328 funds at 2023 Q3 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold XIFR compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

98 buying111 selling
Last quarter: 111 funds reduced or exited vs 98 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.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 26 → 39 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 22% medium 17% new
138 out of 225 hedge funds have held XIFR 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 +35% but shares only +6% — price-driven

Value
+34%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +6%. 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.
📈

Growing discovery — still being found

36 → 35 → 26 → 39 → 35 new funds/Q
New funds entering each quarter: 35 → 26 → 39 → 35. A growing number of institutions are discovering XIFR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

66% veterans 10% 1-2yr 23% new
Entry-cohort mix of 239 holders: 158 (66%) are 2+ year veterans, 25 entered 1–2 years ago, and 56 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
34 of 219 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.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — XIFR

In 2026 Q2, 98 hedge funds were net buyers of XIFR (35 opened a new position, 63 added to an existing one), while 111 reduced or exited (73 trimmed, 38 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 28% of total institutional value in XIFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 225.

Hedge Fund Ownership: XIFR

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

Market Analysis: XIFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XIFR

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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.

9 top-rated funds 4 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: XIFR
218 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 218 228 -4.39%
13F Shares 73M 70M 3.41%
Total Value $856M $730M 17.33%
New Positions 35 39 -4
Increased Positions 57 57 -
Closed Positions 39 30 +9
Reduced Positions 69 70 -1
Total Calls 10 9 11.11%
Total Puts 10 9 11.11%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: XIFR

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Institutional Holders (2026 Q2)

218 + investors

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

QUARTER:
Top 25 XIFR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anchorage Capital Advisors, L.P. 55.38% 7,753,653 $91.6M
2 Ripple Effect Asset Management LP 7.58% 2,767,955 $32.7M
3 Flax Pond Capital, LLC 4.98% 594,084 $6.3M
4 Ripple Effect Asset Management LP 4.66% 1,700,000 $20.1M
5 Anchorage Capital Advisors, L.P. 2.78% 389,200 $4.6M
6 Endure Capital Management, LLC 2.60% 993,541 $11.7M
7 Prescott Group Capital Management, L.L.C. 1.36% 1,331,085 $15.7M
8 Greenland Capital Management LP 0.86% 592,722 $7.0M
9 Foursixthree Capital LP 0.86% 351,539 $4.2M
10 Ardsley Advisory Partners LP 0.65% 525,000 $6.2M
11 Indivisible Partners 0.46% 693,500 $8.2M
12 Yaupon Capital Management LP 0.45% 1,944,751 $23.0M
13 Crawford Fund Management, LLC 0.27% 152,000 $1.8M
14 Credit Capital Investments LLC 0.27% 40,000 $472K
15 Ridge Creek Global, Inc 0.27% 29,430 $348K
16 ELCO Management Co., LLC 0.22% 43,322 $512K
17 Gilpin Wealth Management, LLC 0.18% 22,184 $262K
18 Invested Advisors 0.17% 16,738 $198K
19 Electron Capital Partners, LLC 0.16% 342,633 $4.0M
20 Algert Global LLC 0.16% 1,147,722 $13.6M
21 Voleon Capital Management LP 0.14% 666,638 $7.9M
22 Samalin Investment Counsel, LLC 0.14% 38,410 $454K
23 Cbre Investment Management Listed Real Assets LLC 0.13% 794,852 $9.4M
24 Avail Investment Partners, LLC 0.13% 13,893 $164K
25 Investment Research Partners LLC 0.12% 30,631 $362K
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 — Xplr Infrastructure LP (XIFR)

What does the Smart Money Trend signal show for XIFR?

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

More sellers than buyers — 47% buying: Last quarter: 111 funds reduced or exited vs 98 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 XIFR holders?

Strong quality — 28% AUM from major funds: 34 of 219 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 XIFR?

61% of holders stayed for 2+ years: 138 out of 225 hedge funds have held XIFR 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.

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