Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Epsilon Energy Ltd (EPSN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — EPSN

Based on 98 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 EPSN 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
98 hedge funds hold EPSN 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 — +66% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+66% 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.
🟡

Slight buying edge — 56% buying

54 buying43 selling
Last quarter: 54 funds bought or added vs 43 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.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 21 → 18 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 41% new

■ 36% conviction (2yr+) ■ 23% medium ■ 41% new
Of the 98 current holders: 35 (36%) held >2 years, 23 held 1–2 years, and 40 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.
💰

Value +27% but shares only +0% — price-driven

Value
+27%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +0%. 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.
📊

Peak discovery — momentum slowing

19 → 31 → 21 → 18 → 21 new funds/Q
New funds entering each quarter: 31 → 21 → 18 → 21. EPSN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 43% veterans vs 52% newcomers

■ 43% veterans ■ 5% 1-2yr ■ 52% new
Entry-cohort mix of 99 holders: 43 (43%) are 2+ year veterans, 5 entered 1–2 years ago, and 51 (52%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
28 of 98 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — EPSN

In 2026 Q1, 54 hedge funds were net buyers of EPSN (21 opened a new position, 33 added to an existing one), while 43 reduced or exited (27 trimmed, 16 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: EPSN

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

Market Analysis: EPSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPSN

-- --

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

Is It Too Late to Buy Epsilon Energy Ltd (EPSN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EPSN 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 · 82d ago
EPSN
-14.0%
XLE
-12.2%

EPSN outperformed XLE by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
EPSN
-13.3%
XLE
-9.5%

Since the filing became public, EPSN outperformed XLE by -3.8% .

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.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EPSN
97 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 97 93 4.3%
13F Shares 21M 21M 0.44%
Total Value $131M $103M 27.45%
New Positions 20 18 +2
Increased Positions 33 39 -6
Closed Positions 16 13 +3
Reduced Positions 27 23 +4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPSN

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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)

97 + investors

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

QUARTER:
Top 25 EPSN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yorktown Energy Partners X, L.P. 23.55% 2,656,705 $16.4M
2 Yorktown Energy Partners IX, L.P. 12.64% 1,181,124 $7.3M
3 Yorktown Energy Partners XI, L.P. 12.49% 2,869,560 $17.7M
4 Solas Capital Management, LLC 12.30% 3,470,761 $21.4M
5 Paragon Associates & Paragon Associates II Joint Venture 5.44% 650,000 $4.0M
6 Ballast Asset Management, LP 2.23% 814,322 $5.0M
7 Clayton Partners LLC 1.65% 367,953 $2.3M
8 Dalton Investments, Inc. 1.49% 250,000 $1.5M
9 Mcintyre Freedman & Flynn Investment Advisers Inc 0.59% 169,400 $1.0M
10 Hillman Co 0.35% 146,597 $903K
11 Punch & Associates Investment Management, INC. 0.17% 476,880 $2.9M
12 De Lisle Partners LLP 0.12% 166,411 $1.0M
13 International Assets Investment Management, LLC 0.08% 190,382 $1.2M
14 Verdence Capital Advisors LLC 0.05% 148,563 $915K
15 Odyssean, LLC 0.04% 18,290 $113K
16 Bridgeway Capital Management, LLC 0.04% 320,414 $2.0M
17 Claro Advisors Inc. 0.01% 13,298 $82K
18 Turtle Creek Wealth Advisors, LLC 0.01% 15,500 $95K
19 Zions Bancorporation, National Association /Ut/ 0.01% 12,785 $79K
20 Credit Agricole S A 0.00% 183,500 $1.1M
21 Sei Investments Co 0.00% 484,665 $3.0M
22 Renaissance Technologies LLC 0.00% 234,900 $1.4M
23 Ritholtz Wealth Management 0.00% 19,175 $118K
24 Marshall Wace, LLP 0.00% 325,535 $2.0M
25 Ethic Inc. 0.00% 19,765 $122K
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 — Epsilon Energy Ltd (EPSN)

What does the Smart Money Trend signal show for EPSN?

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

Slight buying edge — 56% buying: Last quarter: 54 funds bought or added vs 43 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 EPSN holders?

Smaller funds dominant — 16% AUM from top-100: 28 of 98 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EPSN?

Mixed — 36% long-term, 41% new: Of the 98 current holders: 35 (36%) held >2 years, 23 held 1–2 years, and 40 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.

Is it too late to buy Epsilon Energy Ltd (EPSN) following the 2026 Q1 hedge fund 13F filings?

As of today, EPSN has moved -13.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.5% for the XLE sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), EPSN has gained -14.0% vs -12.2% 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.

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