Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eagle Finl Svcs Inc (EFSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
5Q ▲
Buyers last Q
48%

Smart Money Signals — EFSI

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added EFSI 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
74 hedge funds hold EFSI 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 — +147% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+147% 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.
🟠

More sellers than buyers — 48% buying

29 buying31 selling
Last quarter: 31 funds reduced or exited vs 29 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 21 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 5% conviction (2yr+) ■ 46% medium ■ 49% new
Only 4 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

29 → 27 → 21 → 7 → 12 new funds/Q
New funds entering each quarter: 27 → 21 → 7 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 92% of holders entered in last year

■ 8% veterans ■ 0% 1-2yr ■ 92% new
Of 74 current holders: 68 (92%) entered in the past year, only 6 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
26 of 74 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

Institutional Sentiment Summary — EFSI

In 2026 Q1, 29 hedge funds were net buyers of EFSI (12 opened a new position, 17 added to an existing one), while 31 reduced or exited (26 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in EFSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 74.

Hedge Fund Ownership: EFSI

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

Market Analysis: EFSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFSI

-- --

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

Is It Too Late to Buy Eagle Finl Svcs Inc (EFSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EFSI has moved relative to its sector benchmark (XLF) 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 · 81d ago
EFSI
nan%
XLF
+8.5%

EFSI outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
EFSI
nan%
XLF
+4.8%

Since the filing became public, EFSI outperformed XLF by nan% .

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EFSI
73 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 67 8.96%
13F Shares 2M 2M -1.96%
Total Value $85M $99M -13.54%
New Positions 11 7 +4
Increased Positions 17 19 -2
Closed Positions 5 3 +2
Reduced Positions 26 27 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFSI

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Valuation Measures Data as of: --

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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)

73 + investors

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

QUARTER:
Top 25 EFSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Graham Capital Wealth Management, LLC 4.26% 137,035 $4.8M
2 Fourthstone LLC 3.16% 532,199 $18.6M
3 Maltese Capital Management LLC 0.74% 107,145 $3.7M
4 EJF Capital LP 0.59% 23,910 $836K
5 Banc Funds Co LLC 0.42% 65,000 $2.3M
6 Expressive Wealth LLC 0.41% 11,439 $429K
7 Accent Capital Management, LLC 0.41% 11,439 $429K
8 Daytona Street Capital LLC 0.04% 1,500 $54K
9 Choreo, LLC 0.03% 60,400 $2.1M
10 Howe & Rusling Inc 0.01% 6,500 $227K
11 Evermay Wealth Management LLC 0.01% 2,609 $91K
12 Wealthspire Advisors, LLC 0.00% 12,873 $450K
13 United Capital Financial Advisors, LLC 0.00% 16,192 $566K
14 Trexquant Investment LP 0.00% 11,231 $393K
15 Wellington Management Group LLP 0.00% 280,400 $9.8M
16 Alliancebernstein L.P. 0.00% 103,716 $4.1M
17 Tower Research Capital LLC (TRC) 0.00% 1,285 $45K
18 Essential Partners LLC 0.00% 77 $3K
19 EverSource Wealth Advisors, LLC 0.00% 287 $24K
20 MetLife Investment Management, LLC 0.00% 3,083 $108K
21 Commonwealth Equity Services, LLC 0.00% 11,016 $385K
22 Kilter Group LLC 0.00% 34 $1K
23 Ameritas Investment Partners, Inc. 0.00% 469 $16K
24 Two Sigma Investments, LP 0.00% 16,413 $574K
25 Two Sigma Advisers, LP 0.00% 5,200 $207K
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 — Eagle Finl Svcs Inc (EFSI)

What does the Smart Money Trend signal show for EFSI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added EFSI 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 EFSI?

More sellers than buyers — 48% buying: Last quarter: 31 funds reduced or exited vs 29 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 EFSI holders?

Strong quality — 33% AUM from major funds: 26 of 74 holders rank in the top 100 by AUM, accounting for 33% 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 EFSI?

Mostly new holders — 49% entered in last year: Only 4 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Eagle Finl Svcs Inc (EFSI) following the 2026 Q1 hedge fund 13F filings?

As of today, EFSI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), EFSI has gained nan% vs +8.5% for XLF. 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.

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