USA Compression Partners LP (USAC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy USA Compression Partners LP (USAC) following the 2026 Q1 hedge fund 13F filings?

As of today, USAC has moved -14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), USAC gained -6.8% vs -10.8% 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.

USA Compression Partners LP (USAC)

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

Smart Money Signals — USAC

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added USAC 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

114 hedge funds hold USAC 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 — +10% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

60 buying35 selling

Last quarter: 60 funds were net buyers (23 opened a brand new position + 37 added to an existing one). Only 35 were sellers (24 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new USAC position: 7 → 11 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new

63 out of 114 hedge funds have held USAC 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.

💰

Price up while funds trimmed (+12% value, -4% shares)

Value

+12%

-4%

Last quarter: total value of institutional USAC holdings rose +12% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

18 → 7 → 11 → 16 → 23 new funds/Q

New funds entering each quarter: 7 → 11 → 16 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 59% veterans vs 24% newcomers

■ 59% veterans ■ 17% 1-2yr ■ 24% new

Entry-cohort mix of 119 holders: 70 (59%) are 2+ year veterans, 20 entered 1–2 years ago, and 29 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

19 of 112 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in USAC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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	114	102	11.76%
13F Shares	51M	53M	-4.16%
Total Value	$1.37B	$1.21B	12.49%
New Positions	23	16	+7
Increased Positions	35	39	-4
Closed Positions	11	14	-3
Reduced Positions	23	15	+8
Total Calls	4	3	33.33%
Total Puts	3	3	-
PUT/CALL Ratio	0.75	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

114

102

11.76%

13F Shares

51M

53M

-4.16%

Total Value

$1.37B

$1.21B

12.49%

New Positions

Increased Positions

-4

Closed Positions

-3

Reduced Positions

Total Calls

33.33%

Total Puts

PUT/CALL Ratio

0.75

1.0

Neutral

Institutional Holders (2026 Q1)

114 + investors

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

QUARTER:

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

Top 25 USAC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Objectivity Squared, LLC	4.02%	235,106	$6.4M
2	Alps Advisors Inc	2.43%	19,072,413	$517.2M
3	Mallini Complete Financial Planning LLC	2.03%	94,489	$2.6M
4	Bard Associates Inc	1.25%	183,848	$5.0M
5	Penbrook Management LLC	0.84%	41,038	$1.1M
6	Infrastructure Capital Advisors, LLC	0.59%	314,657	$8.5M
7	Alessandra Capital Management, LLC	0.48%	23,450	$539K
8	Cfm Wealth Partners LLC	0.37%	92,125	$2.5M
9	American Financial Group Inc	0.35%	35,150	$953K
10	Directional Asset Management	0.25%	10,100	$274K
11	WMG Financial Advisors, LLC	0.25%	22,124	$600K
12	Seelaus Asset Management LLC	0.22%	11,278	$306K
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.21%	5,808,883	$157.5M
14	Dividend Assets Capital, LLC	0.17%	31,789	$862K
15	Spring Capital Management, LLC	0.16%	12,000	$325K
16	Bravias Capital Group, LLC	0.16%	9,126	$248K
17	Keeler & Nadler Financial Planning & Wealth Management	0.15%	16,548	$449K
18	Stockman Wealth Management, Inc.	0.13%	45,001	$1.2M
19	Kayne Anderson Capital Advisors LP	0.13%	250,946	$6.8M
20	Bramshill Investments, LLC	0.11%	47,054	$1.3M
21	SeaCrest Wealth Management, LLC	0.10%	36,020	$977K
22	Legacy Financial Strategies, LLC	0.08%	16,000	$434K
23	TSA Wealth Managment LLC	0.08%	8,689	$236K
24	Blackstone Inc.	0.07%	696,709	$18.9M
25	Abel Hall, LLC	0.06%	10,000	$271K

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 — USA Compression Partners LP (USAC)

What does the Smart Money Trend signal show for USAC?

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

More buyers than sellers — 63% buying: Last quarter: 60 funds were net buyers (23 opened a brand new position + 37 added to an existing one). Only 35 were sellers (24 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USAC holders?

Elite ownership — 40% AUM from top-100 funds: 19 of 112 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in USAC. 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 USAC?

55% of holders stayed for 2+ years: 63 out of 114 hedge funds have held USAC 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 USA Compression Partners LP (USAC) following the 2026 Q1 hedge fund 13F filings?

As of today, USAC has moved -14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), USAC has gained -6.8% vs -10.8% 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.

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USA Compression Partners LP (USAC)

Smart Money Signals — USAC

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+7 vs last Q)

55% of holders stayed for 2+ years

Price up while funds trimmed (+12% value, -4% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 59% veterans vs 24% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — USAC

Hedge Fund Ownership: USAC

Market Analysis: USAC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USAC

Is It Too Late to Buy USA Compression Partners LP (USAC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: USAC

Statistics: USAC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — USA Compression Partners LP (USAC)

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