Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Voc Energy Tr (VOC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — VOC

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VOC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
24 funds currently hold this stock — 92% of the 3.0-year high of 26 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

12 buying14 selling
Last quarter: 14 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 11 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
14 out of 24 hedge funds have held VOC 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.
➡️

Steady discovery — ~6 new funds/quarter

6 → 3 → 2 → 11 → 6 new funds/Q
New funds entering each quarter: 3 → 2 → 11 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 25% newcomers

■ 75% veterans ■ 0% 1-2yr ■ 25% new
Entry-cohort mix of 24 holders: 18 (75%) are 2+ year veterans, 0 entered 1–2 years ago, and 6 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
10 of 24 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — VOC

In 2026 Q2, 12 hedge funds were net buyers of VOC (6 opened a new position, 6 added to an existing one), while 14 reduced or exited (7 trimmed, 7 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 25% of total institutional value in VOC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: VOC

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

Market Analysis: VOC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VOC

-- --

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: VOC
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 25 -4.0%
13F Shares 1M 1M -6.47%
Total Value $3M $4M -19.41%
New Positions 6 11 -5
Increased Positions 6 4 +2
Closed Positions 7 4 +3
Reduced Positions 7 6 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VOC

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 24 VOC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 180 Wealth Advisors, LLC 0.09% 297,432 $857K
2 McGowan Group Asset Management, Inc. 0.04% 110,604 $319K
3 Financial Gravity Companies, Inc. 0.00% 4,000 $12K
4 Marshall Wace, LLP 0.00% 331,654 $955K
5 Meramec Financial Planners, LLC 0.00% 476 $2K
6 Hrt Financial LP 0.00% 17,622 $50K
7 Allworth Financial LP 0.00% 5,304 $15K
8 Harbour Investments, INC. 0.00% 800 $2K
9 Morgan Stanley 0.00% 166,567 $480K
10 EverSource Wealth Advisors, LLC 0.00% 180 —
11 Citadel Advisors LLC 0.00% 45,384 $131K
12 Osaic Holdings, INC. 0.00% 2,505 $7K
13 PNC Financial Services Group, INC. 0.00% 5,200 $15K
14 LPL Financial LLC 0.00% 10,628 $31K
15 Susquehanna International Group, LLP 0.00% 29,676 $85K
16 BNP Paribas Financial Markets 0.00% 4,942 $14K
17 UBS Group AG 0.00% 12,095 $35K
18 Bank of America Corp /de/ 0.00% 15,000 $43K
19 Wells Fargo & Company/Mn 0.00% 3,501 $10K
20 Simplex Trading, LLC 0.00% 880 $3K
21 Larson Financial Group LLC 0.00% 10 —
22 Concord Wealth Partners 0.00% 2 —
23 Jpmorgan Chase & Co 0.00% 2,477 $7K
24 Group One Trading LLC 0.00% 39 —
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 — Voc Energy Tr (VOC)

What does the Smart Money Trend signal show for VOC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VOC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VOC?

More sellers than buyers — 46% buying: Last quarter: 14 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VOC holders?

Strong quality — 25% AUM from major funds: 10 of 24 holders rank in the top 100 by AUM, accounting for 25% 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 VOC?

58% of holders stayed for 2+ years: 14 out of 24 hedge funds have held VOC 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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