Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Transportadora de Gas Del Su (TGS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — TGS

Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TGS 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
88 hedge funds hold TGS 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 — +33% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+33% 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 — 60% buying

51 buying34 selling
Last quarter: 51 funds were net buyers (21 opened a brand new position + 30 added to an existing one). Only 34 were sellers (18 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 27 → 22 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 27% medium ■ 30% new
38 out of 88 hedge funds have held TGS 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

15 → 6 → 27 → 22 → 21 new funds/Q
New funds entering each quarter: 6 → 27 → 22 → 21. A growing number of institutions are discovering TGS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 28% newcomers

■ 56% veterans ■ 16% 1-2yr ■ 28% new
Entry-cohort mix of 93 holders: 52 (56%) are 2+ year veterans, 15 entered 1–2 years ago, and 26 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
21 of 88 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — TGS

In 2026 Q2, 51 hedge funds were net buyers of TGS (21 opened a new position, 30 added to an existing one), while 34 reduced or exited (18 trimmed, 16 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 88.

Hedge Fund Ownership: TGS

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

Market Analysis: TGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TGS

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 5 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: TGS
88 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 88 83 6.02%
13F Shares 10M 10M -7.17%
Total Value $278M $351M -20.9%
New Positions 21 22 -1
Increased Positions 30 30 -
Closed Positions 16 11 +5
Reduced Positions 16 16 -
Total Calls 3 2 50.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: TGS

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Institutional Holders (2026 Q2)

88 + investors

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

QUARTER:
Top 25 TGS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fundamenta Capital S.A. 9.51% 551,743 $16.4M
2 SPX Gestao de Recursos Ltda 6.01% 1,815,590 $54.0M
3 Vennlight Capital Management, LP 4.54% 227,806 $6.8M
4 Arlington Capital Management, Inc. 2.46% 133,259 $4.0M
5 ABS Direct Equity Fund LLC 2.33% 124,861 $3.7M
6 ABS Investment Management LLC 2.33% 124,861 $3.7M
7 North of South Capital LLP 1.89% 863,044 $25.7M
8 Meixler Investment Management, Ltd. 1.44% 87,569 $2.6M
9 Moneda S.A. Administradora General de Fondos 1.18% 48,231 $1.4M
10 Ping Capital Management, INC. 1.07% 144,300 $4.3M
11 Wexford Capital LP 0.65% 171,996 $5.1M
12 VR Advisory Services Ltd 0.51% 195,115 $5.8M
13 Crocodile Capital Partners GmbH 0.51% 25,000 $743K
14 Systrade AG 0.47% 25,000 $743K
15 Steadtrust LLC 0.36% 23,900 $711K
16 Yorktown Management & Research Co Inc 0.19% 10,300 $306K
17 Uniplan Investment Counsel, Inc. 0.16% 59,161 $1.8M
18 Southland Equity Partners LLC 0.13% 25,852 $769K
19 Itau Unibanco Holding S.A. 0.10% 178,641 $5.3M
20 Aquamarine Financial (Cayman) Ltd 0.05% 29,696 $883K
21 Glenorchy Capital Ltd 0.05% 42,920 $1.3M
22 Aquatic Capital Management LLC 0.05% 45,949 $1.4M
23 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% 1,103,818 $32.8M
24 XTX Topco Ltd 0.03% 74,058 $2.2M
25 Ci Investments INC. 0.01% 156,170 $4.6M
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 — Transportadora de Gas Del Su (TGS)

What does the Smart Money Trend signal show for TGS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TGS 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 TGS?

More buyers than sellers — 60% buying: Last quarter: 51 funds were net buyers (21 opened a brand new position + 30 added to an existing one). Only 34 were sellers (18 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TGS holders?

Smaller funds dominant — 15% AUM from top-100: 21 of 88 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TGS?

43% of holders stayed for 2+ years: 38 out of 88 hedge funds have held TGS 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.

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