Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Solaris Energy Infras Inc (SEI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
7Q ▲
Buyers last Q
56%

Smart Money Signals — SEI

Based on 361 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SEI 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
361 hedge funds hold SEI 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 — +80% more funds vs a year ago

fund count last 6Q
+161 new funds entered over the past year (+80% 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 — 56% buying

223 buying177 selling
Last quarter: 223 funds bought or added vs 177 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 (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 91 → 104 → 89. 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.
📌

Mixed — 34% long-term, 43% new

■ 34% conviction (2yr+) ■ 23% medium ■ 43% new
Of the 361 current holders: 124 (34%) held >2 years, 83 held 1–2 years, and 154 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+15% value, -2% shares)

Value
+15%
Shares
-1%
Last quarter: total value of institutional SEI holdings rose +15% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

55 → 53 → 91 → 104 → 89 new funds/Q
New funds entering each quarter: 53 → 91 → 104 → 89. A growing number of institutions are discovering SEI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 47% newcomers

■ 43% veterans ■ 11% 1-2yr ■ 47% new
Entry-cohort mix of 376 holders: 160 (43%) are 2+ year veterans, 41 entered 1–2 years ago, and 175 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
50 of 355 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — SEI

In 2026 Q1, 223 hedge funds were net buyers of SEI (89 opened a new position, 134 added to an existing one), while 177 reduced or exited (114 trimmed, 63 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in SEI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 361.

Hedge Fund Ownership: SEI

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

Market Analysis: SEI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEI

-- --

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

Is It Too Late to Buy Solaris Energy Infras Inc (SEI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SEI has moved relative to its sector benchmark (XLE) 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 · 75d ago
SEI
+31.0%
XLE
-6.1%

SEI outperformed XLE by +37.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SEI
-5.7%
XLE
-3.2%

Since the filing became public, SEI outperformed XLE by -2.5% .

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.

31 top-rated funds 10 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: SEI
360 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 360 335 7.46%
13F Shares 71M 72M -1.55%
Total Value $3.81B $3.31B 15.15%
New Positions 89 104 -15
Increased Positions 126 119 +7
Closed Positions 64 45 +19
Reduced Positions 110 88 +22
Total Calls 11 11 -
Total Puts 10 12 -16.67%
PUT/CALL Ratio 0.91 1.09 Neutral

Statistics: SEI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

360 + investors

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

QUARTER:
Top 25 SEI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Amplify Investments, LLC 8.76% 8,653 $489K
2 Hallstatt Advisors L.P. 5.37% 120,209 $6.8M
3 AYAL Capital Advisors Ltd 4.12% 268,800 $15.2M
4 Valiant Capital Management, L.P. 3.63% 1,119,503 $63.3M
5 Candelo Capital Management LP 3.62% 77,574 $4.4M
6 Meros Investment Management, LP 3.52% 143,771 $8.1M
7 Encompass Capital Advisors LLC 2.96% 1,750,000 $98.9M
8 Ballast Asset Management, LP 2.91% 115,871 $6.5M
9 Summit Partners Public Asset Management, LLC 2.63% 1,729,055 $97.7M
10 Simcoe Capital LLC 2.52% 48,573 $2.7M
11 Ranger Investment Management, L.P. 2.49% 607,810 $34.3M
12 Ratan Capital Management LP 2.31% 110,046 $6.2M
13 GeoSphere Capital Management, LLC 2.11% 85,366 $4.8M
14 Lisanti Capital Growth, LLC 1.67% 117,315 $6.6M
15 Advent International, L.P. 1.65% 1,241,362 $70.1M
16 Gunderson Capital Management LLC 1.42% 60,308 $3.4M
17 Summit Partners Public Asset Management, LLC 1.25% 825,000 $46.6M
18 Sagefield Capital LP 1.23% 302,834 $17.1M
19 Penn Capital Management Company, LLC 1.23% 280,682 $15.9M
20 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.09% 388,000 $21.9M
21 De Burlo Group Inc 1.08% 84,000 $4.7M
22 Emerald Advisers, LLC 1.06% 594,687 $33.6M
23 Moody Aldrich Partners LLC 0.95% 93,129 $5.3M
24 Dockside LLC 0.95% 66,504 $3.8M
25 Oberweis Asset Management Inc/ 0.89% 531,889 $30.1M
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 — Solaris Energy Infras Inc (SEI)

What does the Smart Money Trend signal show for SEI?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SEI 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 SEI?

Slight buying edge — 56% buying: Last quarter: 223 funds bought or added vs 177 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 SEI holders?

Strong quality — 36% AUM from major funds: 50 of 355 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SEI?

Mixed — 34% long-term, 43% new: Of the 361 current holders: 124 (34%) held >2 years, 83 held 1–2 years, and 154 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Solaris Energy Infras Inc (SEI) following the 2026 Q1 hedge fund 13F filings?

As of today, SEI has moved -5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of -2.5%. Since the quarter end (March 31, 2026), SEI has gained +31.0% vs -6.1% for XLE. 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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