Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUBURBAN PROPANE PARTNERS L (SPH)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — SPH

Based on 137 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SPH 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
137 hedge funds hold SPH 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 — +7% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

64 buying42 selling
Last quarter: 64 funds were net buyers (22 opened a brand new position + 42 added to an existing one). Only 42 were sellers (32 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new SPH position: 20 → 9 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 19% medium 12% new
94 out of 137 hedge funds have held SPH 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

21 → 20 → 9 → 16 → 22 new funds/Q
New funds entering each quarter: 20 → 9 → 16 → 22. A growing number of institutions are discovering SPH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 9% 1-2yr 19% new
Of 141 current holders: 101 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
14 of 137 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: SPH

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

Market Analysis: SPH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPH

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SPH
2026 Q1 Stats Unlock in 15 days 141 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 141 128 10.16%
13F Shares 28M 27M 3.44%
Total Value $520M $509M 2.23%
New Positions 22 16 +6
Increased Positions 45 47 -2
Closed Positions 10 14 -4
Reduced Positions 38 26 +12
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: SPH

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

Financial Highlights

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Institutional Holders (2026 Q1)

141 + investors

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

Top 25 institutional holders of SPH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advocate Investing Services LLC 0.78% 46,760 $921K
2 Fractal Investments LLC 0.50% 214,864 $4.2M
3 October Effect Ltd 0.39% 17,100 $337K
4 Wealthstar Advisors, LLC 0.30% 32,624 $642K
5 Clearwave Capital, LLC 0.29% 21,386 $421K
6 SHRIER WEALTH MANAGEMENT, LLC 0.22% 30,567 $602K
7 SageGuard Financial Group, LLC 0.18% 58,136 $1.1M
8 Cherokee Insurance Co 0.12% 16,000 $315K
9 WealthCare Investment Partners, LLC 0.07% 12,638 $256K
10 Aspire Private Capital, LLC 0.07% 15,382 $303K
11 GREENUP STREET WEALTH MANAGEMENT LLC 0.06% 21,706 $427K
12 Legacy Financial Strategies, LLC 0.05% 14,000 $276K
13 Archer Investment Corp 0.05% 11,150 $220K
14 Secure Asset Management, LLC 0.04% 14,295 $281K
15 VISION FINANCIAL MARKETS LLC 0.04% 2,000 $39K
16 Global Trust Asset Management, LLC 0.04% 5,000 $98K
17 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.03% 8,000 $158K
18 Farmers & Merchants Trust Co of Chambersburg PA 0.03% 5,000
19 LRI Investments, LLC 0.02% 11,270 $222K
20 Oxbow Advisors, LLC 0.02% 11,080 $218K
21 Dorato Capital Management 0.02% 1,152 $23K
22 Princeton Global Asset Management LLC 0.02% 4,740 $93K
23 Koshinski Asset Management, Inc. 0.01% 12,000 $236K
24 Founders Capital Management 0.01% 1,277 $25K
25 PFS Partners, LLC 0.01% 1,118 $22K
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 — SUBURBAN PROPANE PARTNERS L (SPH)

What does the Smart Money Trend signal show for SPH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SPH 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 SPH?

More buyers than sellers — 60% buying: Last quarter: 64 funds were net buyers (22 opened a brand new position + 42 added to an existing one). Only 42 were sellers (32 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPH holders?

Smaller funds dominant — 16% AUM from top-100: 14 of 137 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPH?

69% of holders stayed for 2+ years: 94 out of 137 hedge funds have held SPH 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.

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.