Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS (SBGSY)

47 + 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
66%

Smart Money Signals — SBGSY

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SBGSY 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
47 hedge funds hold SBGSY right now — the highest count in 3.0 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.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+34% 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.
🟢

More buyers than sellers — 66% buying

29 buying15 selling
Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SBGSY position: 6 → 11 → 6 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 47 current holders: 17 (36%) held >2 years, 14 held 1–2 years, and 16 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 — ~12 new funds/quarter

6 → 6 → 11 → 6 → 12 new funds/Q
New funds entering each quarter: 6 → 11 → 6 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 11% 1-2yr ■ 45% new
Of 47 current holders: 21 (45%) 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.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 47 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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

-- --
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
1.7
/ 10
conviction
Hedge Fund Positioning: SBGSY
2026 Q1 Stats Unlock in 18 days 47 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 41 14.63%
13F Shares 3M 2M 9.15%
Total Value $158M $136M 15.61%
New Positions 12 6 +6
Increased Positions 17 16 +1
Closed Positions 6 9 -3
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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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

47 + investors

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

Top 11 institutional holders of SBGSY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cardinal Capital Management, Inc. 0.89% 604,121 $32.9M
2 Sterling Capital Management LLC 0.03% 29,930 $1.6M
3 GAMMA Investing LLC 0.03% 10,709 $583K
4 Ascentis Wealth Management, LLC 0.02% 1,904 $104K
5 RIVERBRIDGE PARTNERS LLC 0.01% 4,526 $246K
6 Byrne Asset Management LLC 0.01% 174 $9K
7 NBC SECURITIES, INC. 0.00% 973 $51K
8 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% 3,921 $213K
9 HANTZ FINANCIAL SERVICES, INC. 0.00% 992 —
10 Horrell Capital Management, Inc. 0.00% 11 $1K
11 Ascentis Independent Advisors 0.00% 80 $4K
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 FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS (SBGSY)

What does the Smart Money Trend signal show for SBGSY?

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

More buyers than sellers — 66% buying: Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SBGSY holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 47 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 SBGSY?

Mixed — 36% long-term, 34% new: Of the 47 current holders: 17 (36%) held >2 years, 14 held 1–2 years, and 16 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.