Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schneider Elec SA Adr (SBGSY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SBGSY

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SBGSY 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 — 88% of 3.0Y peak

88% of all-time peak
42 funds currently hold this stock — 88% of the 3.0-year high of 48 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

25 buying21 selling
Last quarter: 25 funds bought or added vs 21 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 12 → 6. 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.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 31% medium ■ 19% new
21 out of 42 hedge funds have held SBGSY 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 → 11 → 6 → 12 → 6 new funds/Q
New funds entering each quarter: 11 → 6 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 14% 1-2yr ■ 33% new
Entry-cohort mix of 42 holders: 22 (52%) are 2+ year veterans, 6 entered 1–2 years ago, and 14 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 42 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — SBGSY

In 2026 Q1, 25 hedge funds were net buyers of SBGSY (6 opened a new position, 19 added to an existing one), while 21 reduced or exited (9 trimmed, 12 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: SBGSY

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

Market Analysis: SBGSY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBGSY

-- --

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

Is It Too Late to Buy Schneider Elec SA Adr (SBGSY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBGSY has moved relative to its sector benchmark (XLI) 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 · 80d ago
SBGSY
+18.4%
XLI
+11.0%

SBGSY outperformed XLI by +7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SBGSY
+5.5%
XLI
+4.8%

Since the filing became public, SBGSY outperformed XLI by +0.7% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SBGSY
42 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 48 -12.5%
13F Shares 3M 3M -0.39%
Total Value $177M $192M -7.47%
New Positions 6 12 -6
Increased Positions 19 17 +2
Closed Positions 12 6 +6
Reduced Positions 9 10 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBGSY

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

42 + investors

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

QUARTER:
Top 25 SBGSY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Puzo Michael J 2.72% 171,595 $9.3M
2 Hemenway Trust Co LLC 2.70% 616,969 $33.6M
3 Delaney Dennis R 2.69% 139,610 $7.6M
4 Dempze Nancy E 2.68% 89,775 $4.9M
5 Elefante Mark B 2.63% 87,739 $4.8M
6 Broderick Brian C 2.50% 248,698 $13.5M
7 Somerville Kurt F 2.46% 171,456 $9.3M
8 Notis-McConarty Edward 2.44% 84,694 $5.3M
9 Kidder Stephen W 2.27% 141,761 $7.7M
10 Cardinal Capital Management, Inc. 0.89% 604,121 $32.9M
11 Ramirez Asset Management, Inc. 0.80% 125,327 $6.7M
12 Trivant Custom Portfolio Group, LLC 0.57% 19,195 $1.0M
13 Mitchell Capital Management Co 0.52% 52,293 $2.8M
14 Boston Common Asset Management, LLC 0.41% 118,254 $6.4M
15 Douglass Winthrop Advisors, LLC 0.18% 185,353 $10.1M
16 Madison Asset Management, LLC 0.16% 239,991 $13.1M
17 Canopy Partners, LLC 0.11% 5,962 $325K
18 Front Row Advisors LLC 0.05% 2,685 $146K
19 Sterling Capital Management LLC 0.03% 29,930 $1.6M
20 GAMMA Investing LLC 0.03% 10,709 $583K
21 Ascentis Wealth Management, LLC 0.02% 1,904 $104K
22 Paradigm Asset Management Co LLC 0.02% 1,481 $81K
23 Benson Wealth Management INC 0.01% 118 $6K
24 Everett Harris & Co /Ca/ 0.01% 11,530 $628K
25 Riverbridge Partners LLC 0.01% 4,526 $246K
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 — Schneider Elec SA Adr (SBGSY)

What does the Smart Money Trend signal show for SBGSY?

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

Slight buying edge — 54% buying: Last quarter: 25 funds bought or added vs 21 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 SBGSY holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 42 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SBGSY?

50% of holders stayed for 2+ years: 21 out of 42 hedge funds have held SBGSY 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 Schneider Elec SA Adr (SBGSY) following the 2026 Q1 hedge fund 13F filings?

As of today, SBGSY has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), SBGSY has gained +18.4% vs +11.0% for XLI. 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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