Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

South Plains Financial Inc (SPFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
8Q ▲
Buyers last Q
61%

Smart Money Signals — SPFI

Based on 139 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SPFI 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
139 hedge funds hold SPFI 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 — +28% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+28% 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.
🟢

More buyers than sellers — 61% buying

75 buying47 selling
Last quarter: 75 funds were net buyers (28 opened a brand new position + 47 added to an existing one). Only 47 were sellers (33 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new SPFI position: 18 → 17 → 17 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 22% medium ■ 28% new
70 out of 139 hedge funds have held SPFI 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

12 → 18 → 17 → 17 → 28 new funds/Q
New funds entering each quarter: 18 → 17 → 17 → 28. A growing number of institutions are discovering SPFI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 30% newcomers

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Entry-cohort mix of 139 holders: 76 (55%) are 2+ year veterans, 21 entered 1–2 years ago, and 42 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
43 of 139 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — SPFI

In 2026 Q1, 75 hedge funds were net buyers of SPFI (28 opened a new position, 47 added to an existing one), while 47 reduced or exited (33 trimmed, 14 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in SPFI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 139.

Hedge Fund Ownership: SPFI

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

Market Analysis: SPFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPFI

-- --

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

Is It Too Late to Buy South Plains Financial Inc (SPFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPFI 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 · 81d ago
SPFI
nan%
XLF
+8.5%

SPFI outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SPFI
nan%
XLF
+4.8%

Since the filing became public, SPFI outperformed XLF by nan% .

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.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SPFI
138 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 138 125 10.4%
13F Shares 7M 7M 1.66%
Total Value $271M $266M 1.75%
New Positions 27 17 +10
Increased Positions 47 42 +5
Closed Positions 14 9 +5
Reduced Positions 33 34 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPFI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

138 + investors

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

QUARTER:
Top 25 SPFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosenthal | Henry Capital Advisors, Inc. 3.34% 81,373 $3.4M
2 SummerHaven Investment Management, LLC 0.52% 20,148 $844K
3 Salzhauer Michael 0.45% 22,546 $945K
4 Polaris Capital Management, LLC 0.39% 113,400 $4.8M
5 Basswood Capital Management, L.L.C. 0.15% 76,088 $3.2M
6 Globeflex Capital L P 0.15% 23,588 $988K
7 Bridgeway Capital Management, LLC 0.14% 165,445 $6.9M
8 Venturi Wealth Management, LLC 0.12% 63,616 $2.7M
9 VARCOV Co. 0.10% 6,577 $276K
10 Numerai GP LLC 0.10% 23,042 $965K
11 Deprince Race & Zollo Inc 0.08% 103,526 $4.3M
12 South Plains Financial, INC. 0.08% 3,328 $139K
13 Arista Wealth Management, LLC 0.06% 12,172 $510K
14 Integrated Quantitative Investments LLC 0.06% 7,899 $331K
15 Icon Wealth Advisors, LLC 0.05% 19,250 $782K
16 Martingale Asset Management L P 0.05% 43,989 $1.8M
17 Gabelli Funds LLC 0.03% 115,765 $4.9M
18 Polymer Capital Management (US) LLC 0.03% 7,430 $311K
19 Y-Intercept (Hong Kong) Ltd 0.03% 34,639 $1.5M
20 Empowered Funds, LLC 0.02% 85,745 $3.6M
21 Susquehanna Fundamental Investments, LLC 0.02% 9,577 $401K
22 AlphaQuest LLC 0.01% 6,130 $238K
23 Panagora Asset Management Inc 0.01% 77,266 $3.2M
24 Voleon Capital Management LP 0.01% 11,031 $462K
25 American Century Companies Inc 0.01% 409,848 $17.2M
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 — South Plains Financial Inc (SPFI)

What does the Smart Money Trend signal show for SPFI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SPFI 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 SPFI?

More buyers than sellers — 61% buying: Last quarter: 75 funds were net buyers (28 opened a brand new position + 47 added to an existing one). Only 47 were sellers (33 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPFI holders?

Strong quality — 38% AUM from major funds: 43 of 139 holders rank in the top 100 by AUM, accounting for 38% 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 SPFI?

50% of holders stayed for 2+ years: 70 out of 139 hedge funds have held SPFI 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 South Plains Financial Inc (SPFI) following the 2026 Q1 hedge fund 13F filings?

As of today, SPFI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SPFI has gained nan% vs +8.5% 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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