Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE TR (HYBL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — HYBL

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HYBL 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 — 91% of 3.0Y peak

91% of all-time peak
82 funds currently hold this stock — 91% of the 3.0-year high of 90 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

48 buying41 selling
Last quarter: 48 funds bought or added vs 41 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.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 12 → 25 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 26% long-term, 33% new

26% conviction (2yr+) 41% medium 33% new
Of the 82 current holders: 21 (26%) held >2 years, 34 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

20 → 8 → 12 → 25 → 8 new funds/Q
New funds entering each quarter: 8 → 12 → 25 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

24% veterans 21% 1-2yr 55% new
Of 82 current holders: 45 (55%) entered in the past year, only 20 (24%) 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.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
9 of 82 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: HYBL

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

Market Analysis: HYBL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYBL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 4 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: HYBL
2026 Q1 Stats Unlock in 19 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 90 -8.89%
13F Shares 13M 13M -1.85%
Total Value $361M $371M -2.66%
New Positions 8 25 -17
Increased Positions 40 39 +1
Closed Positions 16 4 +12
Reduced Positions 25 21 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYBL

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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 Q1)

82 + investors

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

Top 25 institutional holders of HYBL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Concord Asset Management, LLC/VA 5.38% 1,142,730 $31.8M
2 Concord Wealth Partners 4.39% 1,214,293 $33.8M
3 ORBA Wealth Advisors, L.L.C. 1.82% 54,701 $1.5M
4 OneAscent Wealth Management LLC 1.40% 152,287 $4.2M
5 OneAscent Family Office, LLC 1.08% 55,738 $1.6M
6 Auour Investments LLC 0.93% 105,845 $2.9M
7 OneAscent Financial Services LLC 0.40% 266,091 $7.4M
8 Advance Capital Management, Inc. 0.39% 372,995 $10.4M
9 Saxony Capital Management, LLC 0.38% 23,795 $662K
10 Sharkey, Howes & Javer 0.35% 92,402 $2.6M
11 BayBridge Capital Group, LLC 0.27% 15,285 $435K
12 M.E. ALLISON & CO., INC. 0.26% 14,000 $390K
13 PURSUE WEALTH PARTNERS LLC 0.19% 11,349 $316K
14 Glass Jacobson Investment Advisors llc 0.14% 14,883 $414K
15 Fairman Group, LLC 0.12% 4,940 $138K
16 SHEETS SMITH WEALTH MANAGEMENT 0.10% 30,684 $854K
17 Marshall Financial Group, LLC 0.07% 16,393 $456K
18 Tactive Advisors, LLC 0.06% 7,193 $200K
19 Triad Wealth Partners, LLC 0.04% 19,937 $555K
20 Cambridge Investment Research Advisors, Inc. 0.01% 163,980 $5K
21 PRIVATE TRUST CO NA 0.01% 4,500 $125K
22 World Investment Advisors 0.01% 15,626 $435K
23 Private Advisor Group, LLC 0.00% 36,803 $1.0M
24 PARK AVENUE SECURITIES LLC 0.00% 19,364
25 Sound Income Strategies, LLC 0.00% 1,650 $46K
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 — SSGA ACTIVE TR (HYBL)

What does the Smart Money Trend signal show for HYBL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HYBL 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 HYBL?

Slight buying edge — 54% buying: Last quarter: 48 funds bought or added vs 41 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 HYBL holders?

Strong quality — 33% AUM from major funds: 9 of 82 holders rank in the top 100 by AUM, accounting for 33% 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 HYBL?

Mixed — 26% long-term, 33% new: Of the 82 current holders: 21 (26%) held >2 years, 34 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.