One Gas Inc (OGS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy One Gas Inc (OGS) following the 2026 Q1 hedge fund 13F filings?

As of today, OGS has moved -6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +91.0% for the XLU sector ETF — an outperformance of -97.0%. Since the quarter end (March 31, 2026), OGS gained -10.9% vs -2.5% 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.

One Gas Inc (OGS)

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

Smart Money Signals — OGS

Based on 423 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added OGS 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

423 hedge funds hold OGS 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 — +13% more funds vs a year ago

fund count last 6Q

+48 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

214 buying163 selling

Last quarter: 214 funds bought or added vs 163 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.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new OGS position: 57 → 44 → 58 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new

268 out of 423 hedge funds have held OGS 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

64 → 57 → 44 → 58 → 64 new funds/Q

New funds entering each quarter: 57 → 44 → 58 → 64. A growing number of institutions are discovering OGS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new

Entry-cohort mix of 425 holders: 293 (69%) are 2+ year veterans, 40 entered 1–2 years ago, and 92 (22%) 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

55 of 423 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OGS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	417	399	4.51%
13F Shares	56M	56M	-1.06%
Total Value	$4.58B	$4.35B	5.25%
New Positions	62	58	+4
Increased Positions	147	119	+28
Closed Positions	44	46	-2
Reduced Positions	122	149	-27
Total Calls	1	1	-
Total Puts	1	1	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

417

399

4.51%

13F Shares

56M

-1.06%

Total Value

$4.58B

$4.35B

5.25%

New Positions

Increased Positions

147

119

+28

Closed Positions

-2

Reduced Positions

122

149

-27

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

417 + investors

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

QUARTER:

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

Top 25 OGS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Energy Income Partners, LLC	1.84%	1,331,076	$114.6M
2	Sprinkle Financial Consultants LLC	1.18%	29,734	$2.6M
3	BTG Pactual Asset Management US LLC	0.78%	105,278	$9.1M
4	Boston Trust Walden Corp	0.77%	1,086,259	$93.6M
5	Aristotle Capital Boston, LLC	0.52%	98,035	$8.4M
6	Duff & Phelps Investment Management Co	0.52%	576,000	$49.6M
7	Cbre Investment Management Listed Real Assets LLC	0.47%	371,334	$32.0M
8	nVerses Capital, LLC	0.46%	5,910	$509K
9	Meiji Yasuda Asset Management Co Ltd.	0.46%	106,191	$9.1M
10	MQS Management LLC	0.46%	7,840	$675K
11	Earnest Partners LLC	0.41%	1,153,128	$99.3M
12	Heartland Advisors Inc	0.35%	80,438	$6.9M
13	Cadent Capital Advisors, LLC	0.34%	15,155	$1.3M
14	Silvercrest Asset Management Group LLC	0.33%	529,160	$45.6M
15	Inceptionr LLC	0.33%	15,685	$1.4M
16	Dynamic Technology Lab Private Ltd	0.26%	18,597	$1.6M
17	Icon Advisers Inc/Co	0.25%	12,600	$1.1M
18	Inspire Advisors, LLC	0.25%	35,664	$3.1M
19	Aventail Capital Group, LP	0.24%	58,432	$5.0M
20	Hennessy Advisors Inc	0.24%	76,075	$6.6M
21	Midwest Financial Group LLC	0.23%	6,213	$535K
22	Everpar Advisors LLC	0.22%	7,269	$626K
23	R Squared Ltd	0.20%	4,323	$372K
24	Connors Investor Services Inc	0.19%	24,451	$2.1M
25	Occudo Quantitative Strategies LP	0.19%	38,921	$3.5M

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 — One Gas Inc (OGS)

What does the Smart Money Trend signal show for OGS?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added OGS 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 OGS?

Slight buying edge — 57% buying: Last quarter: 214 funds bought or added vs 163 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 OGS holders?

Elite ownership — 45% AUM from top-100 funds: 55 of 423 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OGS. 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 OGS?

63% of holders stayed for 2+ years: 268 out of 423 hedge funds have held OGS 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 One Gas Inc (OGS) following the 2026 Q1 hedge fund 13F filings?

As of today, OGS has moved -6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +91.0% for the XLU sector ETF — an outperformance of -97.0%. Since the quarter end (March 31, 2026), OGS has gained -10.9% vs -2.5% 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.

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One Gas Inc (OGS)

Smart Money Signals — OGS

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+6 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 22% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — OGS

Hedge Fund Ownership: OGS

Market Analysis: OGS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OGS

Is It Too Late to Buy One Gas Inc (OGS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OGS

Statistics: OGS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — One Gas Inc (OGS)

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