HUDSON EDGE INVESTMENT PARTNERS INC.
SEC Form 13F institutional filer · CIK 0000740272
13F-HR · 52 reported holdings · 2026-03-31
Reported long-US-equity value
$0.36B
Top-10 concentration
24.6%
HUDSON EDGE INVESTMENT PARTNERS INC. — $356M AUM allocation strategy
HUDSON EDGE INVESTMENT PARTNERS INC. files SEC Form 13F and reports $356M of long US equity value across 52 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 11.2%, followed by Energy 7.4% and Industrials 7.0%.
The top 10 holdings account for 25% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HUDSON EDGE INVESTMENT PARTNERS INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$356M
total across 52 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
25% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KHC +26.5K sh · +$139K+$CMCSA +24.6K sh · +$436K+$O +21.9K sh · +$1.81M
Biggest trims (shares)
−$AMCR −486K sh · −$330K−$BMY −29.9K sh · −$680K−$MPC −24.1K sh · −$3.33M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals4.8%—
- Oil & Gas Exploration & Production4.8%—
- Industrial Machinery & Supplies & Components4.8%—
- Diversified Banks4.7%—
- Broadcasting3.0%—
- Oil & Gas Storage & Transportation2.6%—
- Regional Banks2.3%—
- Aerospace & Defense2.2%—
- Other holdings70.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WBD | Warner Bros. Discovery Inc. Series A | 382K | $10.5M | -490 | 2.9% |
| $OKE | ONEOK Inc | 103K | $9.28M | -1.84K | 2.6% |
| $DOV | Dover Corporation | 42.3K | $8.82M | -653 | 2.5% |
| $JNJ | Johnson & Johnson | 35.7K | $8.73M | -8K | 2.5% |
| $COP | ConocoPhillips | 65.4K | $8.63M | -16.2K | 2.4% |
| $C | Citigroup Inc | 75.2K | $8.52M | -12.2K | 2.4% |
| $BMY | Bristol-Myers Squibb Company | 139K | $8.42M | -29.9K | 2.4% |
| $EOG | EOG Resources Inc | 58.1K | $8.4M | -8.36K | 2.4% |
| $JPM | JP Morgan Chase & Co | 27.9K | $8.2M | -542 | 2.3% |
| $SNA | Snap-On Incorporated | 22.6K | $8.2M | -451 | 2.3% |
…and 42 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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