Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ha Sustainable Infra Cap Inc (HASI)

384 + 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
↑ +12
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — HASI

Based on 386 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
386 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 — +8% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

192 buying167 selling
Last quarter: 192 funds bought or added vs 167 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 38 → 47 → 60 → 54. 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.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 18% new
231 out of 386 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.
📈

Growing discovery — still being found

63 → 38 → 47 → 60 → 54 new funds/Q
New funds entering each quarter: 38 → 47 → 60 → 54. A growing number of institutions are discovering HASI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 394 holders: 259 (66%) are 2+ year veterans, 52 entered 1–2 years ago, and 83 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
53 of 384 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 192 hedge funds were net buyers of HASI (54 opened a new position, 138 added to an existing one), while 167 reduced or exited (125 trimmed, 42 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in HASI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 386.

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

-- --

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

Is It Too Late to Buy Ha Sustainable Infra Cap Inc (HASI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HASI 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 · 77d ago
HASI
+5.3%
XLF
+1220.3%

HASI outperformed XLF by -1215.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
HASI
-6.1%
XLF
+4.8%

Since the filing became public, HASI outperformed XLF by -10.9% .

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.

34 top-rated funds 4 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: HASI
384 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 384 374 2.67%
13F Shares 123M 121M 0.98%
Total Value $4.12B $3.80B 8.46%
New Positions 53 60 -7
Increased Positions 137 137 -
Closed Positions 43 37 +6
Reduced Positions 121 117 +4
Total Calls 6 8 -25.0%
Total Puts 4 7 -42.86%
PUT/CALL Ratio 0.67 0.88 Bullish

Statistics: HASI

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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)

384 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Neumeier Poma Investment Counsel LLC 4.64% 1,531,744 $56.3M
2 Castlefield Investment Partners LLP 3.48% 123,778 $4.5M
3 EDENTREE ASSET MANAGEMENT Ltd 3.14% 283,800 $10.4M
4 Nia Impact Advisors, LLC 2.74% 167,649 $6.2M
5 Andrew Hill Investment Advisors, Inc. 2.71% 82,719 $3.0M
6 Aristotle Capital Boston, LLC 2.34% 1,026,245 $37.7M
7 Mizuho Markets Cayman LP 1.78% 900,000 $33.1M
8 Clean Yield Group 1.75% 169,328 $6.2M
9 Triodos Investment Management BV 1.53% 550,000 $20.2M
10 Ellerson Group Inc /Adv 1.52% 63,239 $2.3M
11 Figure 8 Investment Strategies LLC 1.51% 42,002 $1.5M
12 SFE Investment Counsel 0.92% 158,637 $5.8M
13 Boston Common Asset Management, LLC 0.76% 319,770 $11.8M
14 Erste Asset Management GmbH 0.73% 2,197,143 $79.0M
15 Pier Capital, LLC 0.73% 119,656 $4.4M
16 Yorktown Management & Research Co Inc 0.72% 23,550 $865K
17 Cascade Investment Group, INC. 0.72% 29,810 $1.1M
18 Truvestments Capital LLC 0.71% 107,100 $3.9M
19 Rock Point Advisors, LLC 0.69% 69,067 $2.5M
20 Hood River Capital Management LLC 0.49% 1,323,910 $48.7M
21 Severin Investments, LLC 0.47% 15,019 $552K
22 Avalon Trust Co 0.45% 179,397 $6.6M
23 Cornerstone Select Advisors, LLC 0.39% 16,877 $620K
24 PFG Investments, LLC 0.38% 223,623 $8.2M
25 Advisors Preferred, LLC 0.36% 66,376 $2.4M
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 — 2 quarters in a row: For 2 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 — 53% buying: Last quarter: 192 funds bought or added vs 167 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 — 45% AUM from top-100 funds: 53 of 384 holders are among the 100 largest funds by AUM, controlling 45% 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: 231 out of 386 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.

Is it too late to buy Ha Sustainable Infra Cap Inc (HASI) following the 2026 Q1 hedge fund 13F filings?

As of today, HASI has moved -6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -10.9%. Since the quarter end (March 31, 2026), HASI has gained +5.3% vs +1220.3% 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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