Element Solutions Inc (ESI) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Element Solutions Inc (ESI) following the 2026 Q2 hedge fund 13F filings?

As of today, ESI has moved -15.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -13.9%. Since the quarter end (June 30, 2026), ESI gained -31.5% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Element Solutions Inc (ESI)

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

Smart Money Signals — ESI

Based on 496 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added ESI 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

496 hedge funds hold ESI 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 — +39% more funds vs a year ago

fund count last 6Q

+140 new funds entered over the past year (+39% 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 — 54% buying

270 buying226 selling

Last quarter: 270 funds bought or added vs 226 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 — ~97 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 63 → 73 → 102 → 97. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 24% medium ■ 29% new

230 out of 496 hedge funds have held ESI 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 +45% but shares only +6% — price-driven

Value

+45%

+6%

Last quarter: the total dollar value of institutional holdings rose +45%, 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

67 → 63 → 73 → 102 → 97 new funds/Q

New funds entering each quarter: 63 → 73 → 102 → 97. A growing number of institutions are discovering ESI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 33% new

Entry-cohort mix of 504 holders: 274 (54%) are 2+ year veterans, 63 entered 1–2 years ago, and 167 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

62 of 494 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ESI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	490	444	10.36%
13F Shares	255M	253M	0.89%
Total Value	$11.13B	$7.84B	41.94%
New Positions	96	102	-6
Increased Positions	168	151	+17
Closed Positions	48	52	-4
Reduced Positions	177	144	+33
Total Calls	6	7	-14.29%
Total Puts	4	2	100.0%
PUT/CALL Ratio	0.67	0.29	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

490

444

10.36%

13F Shares

255M

253M

0.89%

Total Value

$11.13B

$7.84B

41.94%

New Positions

102

-6

Increased Positions

168

151

+17

Closed Positions

-4

Reduced Positions

177

144

+33

Total Calls

-14.29%

Total Puts

100.0%

PUT/CALL Ratio

0.67

0.29

Bullish

Institutional Holders (2026 Q2)

490 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ESI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	New South Capital Management Inc	4.77%	2,280,194	$108.9M
2	Locust Wood Capital Advisers, LLC	4.07%	3,534,452	$168.8M
3	Beck Bode, LLC	3.92%	541,780	$25.9M
4	Candelo Capital Management LP	3.28%	111,612	$5.3M
5	Iridian Asset Management LLC/Ct	3.03%	184,702	$8.8M
6	Valley Wealth Managers, INC.	2.10%	761,681	$36.4M
7	Scopus Asset Management, L.P.	2.02%	3,007,366	$143.6M
8	Moody Aldrich Partners LLC	1.90%	221,423	$10.6M
9	Gates Capital Management, Inc.	1.85%	1,611,499	$76.9M
10	Peak Financial Advisors LLC	1.60%	80,930	$3.9M
11	Blue Zone Wealth Advisors, LLC	1.34%	161,297	$7.7M
12	Senator Investment Group LP	1.26%	725,000	$34.6M
13	Silvercrest Asset Management Group LLC	1.18%	3,785,405	$180.8M
14	Parkside Investments, LLC	1.18%	223,705	$10.7M
15	Divisadero Street Capital Management, LP	1.11%	1,021,276	$48.8M
16	Southpoint Capital Advisors LP	1.09%	1,000,000	$47.8M
17	DDD Partners, LLC	1.08%	362,553	$17.3M
18	Oliver Luxxe Assets LLC	0.95%	135,300	$6.5M
19	Oribel Capital Management, LP	0.94%	651,400	$31.1M
20	Glenview Capital Management, LLC	0.86%	994,579	$47.5M
21	Intrinsic Edge Capital Management LLC	0.85%	173,098	$8.3M
22	Portolan Capital Management, LLC	0.84%	469,213	$22.4M
23	Peregrine Asset Advisers, Inc.	0.82%	79,476	$3.8M
24	Segall Bryant & Hamill, LLC	0.82%	1,451,125	$69.3M
25	Royce & Associates LP	0.74%	1,931,621	$92.2M

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 — Element Solutions Inc (ESI)

What does the Smart Money Trend signal show for ESI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ESI 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 ESI?

Slight buying edge — 54% buying: Last quarter: 270 funds bought or added vs 226 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 ESI holders?

Elite ownership — 63% AUM from top-100 funds: 62 of 494 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in ESI. 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 ESI?

46% of holders stayed for 2+ years: 230 out of 496 hedge funds have held ESI 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.

Is it too late to buy Element Solutions Inc (ESI) following the 2026 Q2 hedge fund 13F filings?

As of today, ESI has moved -15.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -13.9%. Since the quarter end (June 30, 2026), ESI has gained -31.5% vs +2.3% for SPY. 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.

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Element Solutions Inc (ESI)

Smart Money Signals — ESI

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~97 new funds per quarter

46% of holders stayed for 2+ years

Value +45% but shares only +6% — price-driven

Growing discovery — still being found

Veteran-anchored — 54% veterans vs 33% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — ESI

Hedge Fund Ownership: ESI

Market Analysis: ESI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ESI

Is It Too Late to Buy Element Solutions Inc (ESI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ESI

Statistics: ESI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Element Solutions Inc (ESI)

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