Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SABINE RTY TR (SBR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — SBR

Based on 130 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 SBR 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 — 94% of 3.0Y peak

94% of all-time peak
130 funds currently hold this stock — 94% of the 3.0-year high of 139 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

50 buying60 selling
Last quarter: 60 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 11 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
87 out of 130 hedge funds have held SBR 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.
📈

Growing discovery — still being found

12 → 15 → 11 → 19 → 15 new funds/Q
New funds entering each quarter: 15 → 11 → 19 → 15. A growing number of institutions are discovering SBR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Of 130 current holders: 87 (67%) 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 — 13% AUM from top-100

13% from top-100 AUM funds
15 of 130 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: SBR

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

Market Analysis: SBR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBR

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SBR
2026 Q1 Stats Unlock in 20 days 130 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 130 139 -6.47%
13F Shares 2M 2M -4.95%
Total Value $143M $174M -17.87%
New Positions 15 19 -4
Increased Positions 35 37 -2
Closed Positions 24 6 +18
Reduced Positions 36 29 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBR

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Valuation Measures Data as of: --

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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)

130 + investors

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

Top 25 institutional holders of SBR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Significant Wealth Partners LLC 2.42% 26,210 $2.0M
2 GK Wealth Management LLC 0.69% 10,466 $798K
3 DWR WEALTH MANAGEMENT, LLC 0.68% 10,466 $734K
4 HOWARD FINANCIAL SERVICES, LTD. 0.57% 68,082 $5.1M
5 Greenfield Seitz Capital Management, LLC 0.52% 23,100 $1.7M
6 M.E. ALLISON & CO., INC. 0.45% 9,020 $680K
7 BWM Planning, LLC 0.43% 21,552 $1.6M
8 Clare Market Investments LLC 0.34% 21,825 $1.6M
9 Burford Brothers, Inc. 0.31% 10,000 $750K
10 MOODY NATIONAL BANK TRUST DIVISION 0.25% 35,185 $2.7M
11 Prospera Financial Services Inc 0.22% 178,301 $13.4M
12 Artesa Financial Group, LLC 0.20% 2,847 $214K
13 Sendero Wealth Management, LLC 0.11% 12,927 $974K
14 DGS Capital Management, LLC 0.11% 8,582 $644K
15 MOTCO 0.08% 11,600 $874K
16 1900 WEALTH MANAGEMENT LLC 0.05% 10,267 $773K
17 FRANKLIN STREET ADVISORS INC /NC 0.05% 10,081 $760K
18 PRIVATE TRUST CO NA 0.05% 6,800 $512K
19 Verdence Capital Advisors LLC 0.04% 9,000 $678K
20 Essex Financial Services, Inc. 0.04% 9,237 $696K
21 BEACON FINANCIAL GROUP 0.04% 5,255 $360K
22 EXENCIAL WEALTH ADVISORS, LLC 0.02% 10,357 $777K
23 Oxbow Advisors, LLC 0.02% 3,768 $283K
24 TITLEIST ASSET MANAGEMENT, LLC 0.02% 4,190 $316K
25 Quaker Wealth Management, LLC 0.02% 1,000 $75K
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 — SABINE RTY TR (SBR)

What does the Smart Money Trend signal show for SBR?

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

More sellers than buyers — 45% buying: Last quarter: 60 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SBR holders?

Smaller funds dominant — 13% AUM from top-100: 15 of 130 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SBR?

67% of holders stayed for 2+ years: 87 out of 130 hedge funds have held SBR 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.

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.