Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VAALCO ENERGY INC (EGY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
5Q ▼
Buyers last Q
46%

Smart Money Signals — EGY

Based on 168 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed their EGY 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 — 82% of 3.0Y peak

82% of all-time peak
168 funds currently hold this stock — 82% of the 3.0-year high of 206 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
25 fewer hedge funds hold EGY compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

79 buying92 selling
Last quarter: 92 funds reduced or exited vs 79 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: 28 → 29 → 29 → 22. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 15% new
108 out of 168 hedge funds have held EGY 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 — ~22 new funds/quarter

25 → 28 → 29 → 29 → 22 new funds/Q
New funds entering each quarter: 28 → 29 → 29 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 13% 1-2yr ■ 19% new
Of 172 current holders: 118 (69%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
31 of 168 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EGY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

Hedge Fund Ownership: EGY

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

Market Analysis: EGY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EGY

-- --

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.

34 top-rated funds 0 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EGY
2026 Q1 Stats Unlock in 12 days 172 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 172 178 -3.37%
13F Shares 59M 60M -1.67%
Total Value $214M $241M -11.01%
New Positions 22 30 -8
Increased Positions 61 58 +3
Closed Positions 27 30 -3
Reduced Positions 74 73 +1
Total Calls 4 3 33.33%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.5 1.33 Bullish

Statistics: EGY

View More

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)

172 + investors

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

Top 25 institutional holders of EGY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Values First Advisors, Inc. 1.17% 354,860 $2.2M
2 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.53% 183,188 $1.2M
3 KORNITZER CAPITAL MANAGEMENT INC /KS 0.46% 3,378,835 $21.4M
4 Lakewood Asset Management LLC 0.22% 54,305 $344K
5 North Star Investment Management Corp. 0.11% 275,000 $1.7M
6 Cox Capital Mgt LLC 0.06% 14,420 $91K
7 Capricorn Fund Managers Ltd 0.06% 60,000 $380K
8 DOLIVER ADVISORS, LP 0.06% 39,590 $251K
9 Koss-Olinger Consulting, LLC 0.06% 104,335 $661K
10 FINANCIAL CONSULATE, INC 0.05% 66,900 $424K
11 Founders Capital Management 0.05% 15,000 $95K
12 DDFG, Inc 0.04% 30,250 $192K
13 HOURGLASS CAPITAL, LLC 0.03% 25,000 $158K
14 Mutual Advisors, LLC 0.02% 134,005 $850K
15 Rothschild Wealth LLC 0.01% 23,568 $149K
16 Pasadena Private Wealth, LLC 0.01% 10,000 $63K
17 RFG Advisory, LLC 0.01% 73,104 $463K
18 Wilmington Savings Fund Society, FSB 0.01% 53,578 $340K
19 Ethic Inc. 0.01% 64,775 $411K
20 Metis Global Partners, LLC 0.00% 26,371 $167K
21 GF FUND MANAGEMENT CO. LTD. 0.00% 35,630 $226K
22 CALDWELL SUTTER CAPITAL, INC. 0.00% 1,036 $7K
23 STRS OHIO 0.00% 87,200 $553K
24 Police & Firemen's Retirement System of New Jersey 0.00% 31,131 $197K
25 State of Alaska, Department of Revenue 0.00% 16,987 —
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 — VAALCO ENERGY INC (EGY)

What does the Smart Money Trend signal show for EGY?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their EGY 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 EGY?

More sellers than buyers — 46% buying: Last quarter: 92 funds reduced or exited vs 79 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 EGY holders?

Elite ownership — 48% AUM from top-100 funds: 31 of 168 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EGY. 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 EGY?

64% of holders stayed for 2+ years: 108 out of 168 hedge funds have held EGY 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.