Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bbh Tr (BBHL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — BBHL

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added BBHL 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
28 hedge funds hold BBHL right now — the highest count in 0.8 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.
🟡

Slight buying edge — 50% buying

9 buying9 selling
Last quarter: 9 funds bought or added vs 9 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Price up while funds trimmed (+13% value, -3% shares)

Value
+12%
Shares
-2%
Last quarter: total value of institutional BBHL holdings rose +13% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 28 current holders: 28 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
6 of 28 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — BBHL

In 2026 Q2, 9 hedge funds were net buyers of BBHL (4 opened a new position, 5 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: BBHL

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

Market Analysis: BBHL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBHL

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BBHL
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 26 7.69%
13F Shares 29M 29M -2.54%
Total Value $499M $442M 12.9%
New Positions 4 7 -3
Increased Positions 5 2 +3
Closed Positions 2 4 -2
Reduced Positions 7 4 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBHL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
Top 25 BBHL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brown Brothers Harriman & Co 2.07% 27,187,058 $473.1M
2 Black Diamond Financial, LLC 0.10% 67,548 $1.2M
3 GoalVest Advisory LLC 0.07% 22,311 $388K
4 Forbes J M & Co LLP 0.06% 43,862 $763K
5 Beacon Pointe Advisors, LLC 0.05% 656,945 $11.4M
6 Waverly Advisors, LLC 0.03% 293,168 $5.1M
7 Spinnaker Trust 0.03% 33,746 $587K
8 Summit Wealth Group LLC / Co 0.02% 16,656 $290K
9 Kathmere Capital Management, LLC 0.02% 17,609 $306K
10 Aspiriant, LLC 0.02% 35,333 $615K
11 Simon Quick Advisors, LLC 0.01% 18,244 $317K
12 Woodmont Investment Counsel LLC 0.01% 10,965 $191K
13 Diversified Trust Co 0.00% 16,159 $281K
14 Wealthspire Advisors, LLC 0.00% 46,816 $815K
15 Blue Trust, Inc. 0.00% 10,033 $175K
16 Park Place Capital Corp 0.00% 613 $11K
17 Rockefeller Capital Management L.P. 0.00% 36,527 $636K
18 HighTower Advisors, LLC 0.00% 38,416 $668K
19 Key FInancial Inc 0.00% 162 $3K
20 Assetmark, Inc 0.00% 11,001 $191K
21 Fifth Third Bancorp 0.00% 6,035 $105K
22 Royal Bank of Canada 0.00% 36,753 $640K
23 Wells Fargo & Company/Mn 0.00% 21,268 $370K
24 Bank of America Corp /de/ 0.00% 42,077 $732K
25 Osaic Holdings, INC. 0.00% 439 $8K
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 — Bbh Tr (BBHL)

What does the Smart Money Trend signal show for BBHL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BBHL 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 BBHL?

Slight buying edge — 50% buying: Last quarter: 9 funds bought or added vs 9 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 BBHL holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 28 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBHL?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Full history →