Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ha Sustainable Infra Cap Inc (HASI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — HASI

Based on 406 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HASI 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
406 hedge funds hold HASI 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

216 buying153 selling
Last quarter: 216 funds bought or added vs 153 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 — ~57 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 60 → 54 → 57. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 20% new
242 out of 406 hedge funds have held HASI 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 — ~57 new funds/quarter

39 → 47 → 60 → 54 → 57 new funds/Q
New funds entering each quarter: 47 → 60 → 54 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 412 holders: 262 (64%) are 2+ year veterans, 59 entered 1–2 years ago, and 91 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
57 of 405 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in HASI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — HASI

In 2026 Q2, 216 hedge funds were net buyers of HASI (57 opened a new position, 159 added to an existing one), while 153 reduced or exited (114 trimmed, 39 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 68% of total institutional value in HASI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 406.

Hedge Fund Ownership: HASI

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

Market Analysis: HASI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HASI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: HASI
398 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 398 388 2.58%
13F Shares 132M 124M 6.58%
Total Value $4.74B $4.16B 14.06%
New Positions 56 54 +2
Increased Positions 151 137 +14
Closed Positions 45 41 +4
Reduced Positions 115 123 -8
Total Calls 3 6 -50.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: HASI

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Financial Highlights

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Institutional Holders (2026 Q2)

398 + investors

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

QUARTER:
Top 25 HASI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Neumeier Poma Investment Counsel LLC 4.17% 1,558,663 $60.9M
2 Castlefield Investment Partners LLP 3.33% 125,742 $4.9M
3 Nia Impact Advisors, LLC 2.89% 178,539 $7.0M
4 EDENTREE ASSET MANAGEMENT Ltd 2.63% 221,300 $8.6M
5 Andrew Hill Investment Advisors, Inc. 2.39% 82,612 $3.2M
6 Aristotle Capital Boston, LLC 2.22% 847,819 $33.1M
7 Clean Yield Group 1.62% 167,397 $6.5M
8 Triodos Investment Management BV 1.61% 675,000 $26.4M
9 Ellerson Group Inc /Adv 1.44% 62,385 $2.4M
10 Figure 8 Investment Strategies LLC 1.43% 43,230 $1.7M
11 Mizuho Markets Cayman LP 1.32% 900,000 $35.1M
12 Pier Capital, LLC 0.96% 185,860 $7.3M
13 SFE Investment Counsel 0.81% 154,759 $6.0M
14 Boston Common Asset Management, LLC 0.78% 337,713 $13.2M
15 Cascade Investment Group, INC. 0.67% 30,650 $1.2M
16 Rock Point Advisors, LLC 0.66% 68,877 $2.7M
17 Truvestments Capital LLC 0.62% 107,630 $4.2M
18 Yorktown Management & Research Co Inc 0.56% 23,550 $920K
19 Erste Asset Management GmbH 0.49% 1,611,218 $63.0M
20 Severin Investments, LLC 0.46% 15,644 $611K
21 Avalon Trust Co 0.43% 177,782 $6.9M
22 Hussman Strategic Advisors, INC. 0.38% 42,000 $1.6M
23 Hood River Capital Management LLC 0.37% 1,301,308 $50.8M
24 PFG Investments, LLC 0.34% 223,406 $8.7M
25 Fort Sheridan Advisors LLC 0.33% 77,599 $3.0M
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 — Ha Sustainable Infra Cap Inc (HASI)

What does the Smart Money Trend signal show for HASI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HASI 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 HASI?

Slight buying edge — 59% buying: Last quarter: 216 funds bought or added vs 153 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 HASI holders?

Elite ownership — 68% AUM from top-100 funds: 57 of 405 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in HASI. 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 HASI?

60% of holders stayed for 2+ years: 242 out of 406 hedge funds have held HASI 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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