Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xplr Infrastructure LP (XIFR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — XIFR

Based on 228 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XIFR 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.
🔻

Below peak — only 60% of 3.0Y high

60% of all-time peak
Only 228 funds hold XIFR today versus a peak of 377 funds at 2023 Q2 — just 60% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XIFR is almost the same as a year ago (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

104 buying103 selling
Last quarter: 104 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new XIFR position: 35 → 35 → 26 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
137 out of 228 hedge funds have held XIFR 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 — ~39 new funds/quarter

32 → 35 → 35 → 26 → 39 new funds/Q
New funds entering each quarter: 35 → 35 → 26 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 10% 1-2yr ■ 24% new
Of 242 current holders: 161 (67%) 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.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
34 of 228 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — 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 — XIFR

In 2026 Q1, 104 hedge funds were net buyers of XIFR (39 opened a new position, 65 added to an existing one), while 103 reduced or exited (73 trimmed, 30 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 28% of total institutional value in XIFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 228.

Hedge Fund Ownership: XIFR

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

Market Analysis: XIFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XIFR

-- --

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

Is It Too Late to Buy Xplr Infrastructure LP (XIFR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XIFR has moved relative to its sector benchmark (XLU) 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 · 74d ago
XIFR
+8.9%
XLU
-3.0%

XIFR outperformed XLU by +11.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
XIFR
+4.3%
XLU
+1.5%

Since the filing became public, XIFR outperformed XLU by +2.8% .

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.

15 top-rated funds 4 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: XIFR
228 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 228 219 4.11%
13F Shares 70M 67M 5.25%
Total Value $730M $673M 8.47%
New Positions 39 26 +13
Increased Positions 57 66 -9
Closed Positions 30 42 -12
Reduced Positions 70 71 -1
Total Calls 9 10 -10.0%
Total Puts 9 11 -18.18%
PUT/CALL Ratio 1.0 1.1 Neutral

Statistics: XIFR

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Institutional Holders (2026 Q1)

228 + investors

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

QUARTER:
Top 25 XIFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anchorage Capital Advisors, L.P. 21.79% 7,753,653 $82.3M
2 Endure Capital Management, LLC 8.28% 1,135,043 $12.1M
3 Ripple Effect Asset Management LP 6.53% 4,175,000 $44.3M
4 Flax Pond Capital, LLC 4.98% 583,084 $6.2M
5 Ripple Effect Asset Management LP 3.97% 2,538,720 $27.0M
6 Greenland Capital Management LP 1.54% 1,143,532 $12.1M
7 Prescott Group Capital Management, L.L.C. 1.41% 1,331,085 $14.1M
8 Yaupon Capital Management LP 0.71% 2,133,787 $22.7M
9 Ardsley Advisory Partners LP 0.64% 475,000 $5.0M
10 Crawford Fund Management, LLC 0.40% 197,000 $2.1M
11 Credit Capital Investments LLC 0.39% 40,000 $425K
12 Ridge Creek Global, Inc 0.27% 29,430 $313K
13 Aventail Capital Group, LP 0.25% 486,381 $5.2M
14 ELCO Management Co., LLC 0.25% 48,198 $512K
15 Samalin Investment Counsel, LLC 0.24% 63,514 $675K
16 Oakum Bay Capital LLC 0.23% 39,984 $425K
17 Greenland Capital Management LP 0.22% 160,000 $1.7M
18 Invested Advisors 0.19% 17,603 $187K
19 Ares Systematic Credit Ltd 0.18% 22,578 $228K
20 Gilpin Wealth Management, LLC 0.14% 17,184 $182K
21 Investment Research Partners LLC 0.13% 29,582 $314K
22 Pinnacle Holdings, LLC 0.13% 36,822 $391K
23 Cbre Investment Management Listed Real Assets LLC 0.13% 794,852 $8.4M
24 Voleon Capital Management LP 0.12% 543,617 $5.8M
25 Abundance Wealth Counselors 0.12% 77,514 $823K
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 — Xplr Infrastructure LP (XIFR)

What does the Smart Money Trend signal show for XIFR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XIFR 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 XIFR?

Slight buying edge — 50% buying: Last quarter: 104 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XIFR holders?

Strong quality — 28% AUM from major funds: 34 of 228 holders rank in the top 100 by AUM, accounting for 28% 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 XIFR?

60% of holders stayed for 2+ years: 137 out of 228 hedge funds have held XIFR 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 Xplr Infrastructure LP (XIFR) following the 2026 Q1 hedge fund 13F filings?

As of today, XIFR has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), XIFR has gained +8.9% vs -3.0% for XLU. 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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