Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Solv Energy Inc Com Shs Cl A (MWH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
1Q ▲
Buyers last Q
76%

Smart Money Signals — MWH

Based on 174 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added MWH 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
174 hedge funds hold MWH right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 76% buying

148 buying46 selling
Last quarter: 148 funds were net buyers (87 opened a brand new position + 61 added to an existing one). Only 46 were sellers (23 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 174 current holders: 174 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
40 of 174 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — MWH

In 2026 Q2, 148 hedge funds were net buyers of MWH (87 opened a new position, 61 added to an existing one), while 46 reduced or exited (23 trimmed, 23 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 174.

Hedge Fund Ownership: MWH

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

Market Analysis: MWH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MWH

-- --

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

Is It Too Late to Buy Solv Energy Inc Com Shs Cl A (MWH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MWH has moved relative to its sector benchmark (XLU) since the 2026 Q3 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 September 30, 2026 · 42d ago
MWH
+14.1%
XLU
+10.9%

MWH outperformed XLU by +3.2% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -3d ago
MWH
+0.0%
XLU
+0.0%

Since the filing became public, MWH outperformed XLU by +0.0% .

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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: MWH
2026 Q3 Stats Unlock in 8 days 174 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 174 110 58.18%
13F Shares 130M 119M 9.28%
Total Value $4.35B $3.52B 23.45%
New Positions 87 110 -23
Increased Positions 61 0 +61
Closed Positions 23 0 +23
Reduced Positions 23 0 +23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MWH

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

174 + investors

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

QUARTER:
Top 25 MWH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American Securities LLC 75.21% 82,920,401 $2.82B
2 Wealth High Governance Capital Ltda 2.25% 220,852 $7.5M
3 West Tower Group, LLC 2.20% 23,000 $783K
4 Aventail Capital Group, LP 1.67% 853,960 $29.1M
5 Vennlight Capital Management, LP 1.61% 70,342 $2.4M
6 Robeco Schweiz AG 1.44% 2,641,405 $89.9M
7 Neumeier Poma Investment Counsel LLC 1.25% 538,040 $18.3M
8 Potrero Capital Research LLC 1.25% 65,941 $2.2M
9 Electron Capital Partners, LLC 1.02% 749,386 $25.5M
10 Lloyd Harbor Capital Management, LLC 0.88% 25,000 $851K
11 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.79% 520,000 $17.7M
12 Covalis Capital LLP 0.77% 400,000 $13.6M
13 Discovery Capital Management, LLC / Ct 0.58% 411,700 $14.0M
14 Seven Grand Managers, LLC 0.55% 400,000 $13.6M
15 Yaupon Capital Management LP 0.50% 750,000 $25.5M
16 Burkehill Global Management, LP 0.49% 400,000 $13.6M
17 Driehaus Capital Management LLC 0.47% 2,378,054 $81.0M
18 Cinctive Capital Management LP 0.46% 368,697 $12.6M
19 MYDA Advisors LLC 0.41% 80,000 $2.7M
20 Scopus Asset Management, L.P. 0.38% 801,011 $27.3M
21 Renaissance Capital LLC 0.35% 18,551 $632K
22 Ghisallo Capital Management LLC 0.33% 500,000 $17.0M
23 CenterBook Partners LP 0.32% 188,790 $6.4M
24 BW Gestao de Investimentos Ltda. 0.28% 419,201 $14.3M
25 Fred Alger Management, LLC 0.26% 2,272,871 $77.4M
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 — Solv Energy Inc Com Shs Cl A (MWH)

What does the Smart Money Trend signal show for MWH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MWH 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 MWH?

More buyers than sellers — 76% buying: Last quarter: 148 funds were net buyers (87 opened a brand new position + 61 added to an existing one). Only 46 were sellers (23 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MWH holders?

Smaller funds dominant — 11% AUM from top-100: 40 of 174 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MWH?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Solv Energy Inc Com Shs Cl A (MWH) following the 2026 Q3 hedge fund 13F filings?

As of today, MWH has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), MWH has gained +14.1% vs +10.9% for XLU. 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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