Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTH BOW CORP (SOBO)

267 + Investors. Track Smart Money conviction in SOBO. 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
↓ -9
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — SOBO

Based on 261 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 SOBO 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
261 funds currently hold this stock — 94% of the 3.0-year high of 278 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SOBO is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

123 buying127 selling
Last quarter: 127 funds reduced or exited vs 123 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 67 → 34 → 34 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 23% entered in last year

4% conviction (2yr+) 73% medium 23% new
Only 11 funds (4%) 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.
📊

Peak discovery — momentum slowing

260 → 67 → 34 → 34 → 33 new funds/Q
New funds entering each quarter: 67 → 34 → 34 → 33. SOBO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 96% of holders entered in last year

4% veterans 0% 1-2yr 96% new
Of 267 current holders: 255 (96%) entered in the past year, only 12 (4%) 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.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
31 of 261 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SOBO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: SOBO

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

Market Analysis: SOBO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOBO

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

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 1 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SOBO
2026 Q1 Stats Unlock in 19 days 267 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 267 278 -3.96%
13F Shares 130M 140M -7.7%
Total Value $3.39B $3.67B -7.71%
New Positions 33 34 -1
Increased Positions 95 109 -14
Closed Positions 42 29 +13
Reduced Positions 98 81 +17
Total Calls 4 5 -20.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: SOBO

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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)

267 + investors

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

Top 25 institutional holders of SOBO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VIEWPOINT INVESTMENT PARTNERS CORP 2.33% 159,518 $5.0M
2 Ausbil Investment Management Ltd 1.72% 106,483 $3.5M
3 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.43% 865,500 $28.8M
4 SL ADVISORS, LLC 1.20% 21,318 $710K
5 Steadtrust LLC 0.64% 33,620 $1.1M
6 Triasima Portfolio Management inc. 0.57% 113,460 $3.8M
7 MILLER HOWARD INVESTMENTS INC /NY 0.48% 527,789 $17.6M
8 apricus wealth, LLC 0.25% 15,180 $506K
9 Alberta Investment Management Corp 0.15% 742,851 $24.7M
10 Lipe & Dalton 0.13% 10,074
11 DIVIDEND ASSETS CAPITAL, LLC 0.11% 16,460 $548K
12 CHELSEA COUNSEL CO 0.10% 8,630 $240K
13 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.09% 13,765 $459K
14 SeaCrest Wealth Management, LLC 0.06% 16,657 $555K
15 EXCHANGE TRADED CONCEPTS, LLC 0.05% 214,832 $7.2M
16 VIKING FUND MANAGEMENT LLC 0.04% 12,000 $400K
17 Cardinal Point Capital Management ULC 0.04% 18,907 $628K
18 Roxbury Financial LLC 0.03% 1,155 $38K
19 OPPENHEIMER & CO INC 0.02% 37,820 $1.3M
20 VISION FINANCIAL MARKETS LLC 0.01% 420 $14K
21 CIDEL ASSET MANAGEMENT INC 0.01% 7,429 $246K
22 TECTONIC ADVISORS LLC 0.01% 6,892 $230K
23 Manitou Investment Management Ltd. 0.01% 1,700 $57K
24 Sageworth Trust Co 0.01% 6,242 $208K
25 LOUISBOURG INVESTMENTS INC. 0.01% 1,195 $40K
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 — SOUTH BOW CORP (SOBO)

What does the Smart Money Trend signal show for SOBO?

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

More sellers than buyers — 49% buying: Last quarter: 127 funds reduced or exited vs 123 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 SOBO holders?

Elite ownership — 59% AUM from top-100 funds: 31 of 261 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in SOBO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOBO?

Mostly new holders — 23% entered in last year: Only 11 funds (4%) 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.