Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS AG (SLVO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — SLVO

Based on 26 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 SLVO 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 — 79% of 3.0Y peak

79% of all-time peak
26 funds currently hold this stock — 79% of the 3.0-year high of 33 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+62% 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 — 52% buying

16 buying15 selling
Last quarter: 16 funds bought or added vs 15 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 (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 5 → 17 → 3. 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.
🔄

Mostly new holders — 50% entered in last year

■ 19% conviction (2yr+) ■ 31% medium ■ 50% new
Only 5 funds (19%) 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.
➡️

Steady discovery — ~3 new funds/quarter

9 → 10 → 5 → 17 → 3 new funds/Q
New funds entering each quarter: 10 → 5 → 17 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 65% of holders entered in last year

■ 31% veterans ■ 4% 1-2yr ■ 65% new
Of 26 current holders: 17 (65%) entered in the past year, only 8 (31%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
6 of 26 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Institutional Sentiment Summary — SLVO

In 2026 Q1, 16 hedge funds were net buyers of SLVO (3 opened a new position, 13 added to an existing one), while 15 reduced or exited (5 trimmed, 10 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: SLVO

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

Market Analysis: SLVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLVO

-- --

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

Is It Too Late to Buy UBS AG (SLVO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SLVO has moved relative to its sector benchmark (SPY) 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 · 59d ago
SLVO
-6.2%
SPY
+16.0%

SLVO outperformed SPY by -22.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
SLVO
-3.9%
SPY
+2.1%

Since the filing became public, SLVO outperformed SPY by -6.0% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SLVO
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 33 -21.21%
13F Shares 147K 163K -10.39%
Total Value $12M $15M -19.58%
New Positions 3 17 -14
Increased Positions 13 8 +5
Closed Positions 10 2 +8
Reduced Positions 5 6 -1
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SLVO

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Financial Highlights

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Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:
Top 25 institutional holders of SLVO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Family Office, LLC 0.75% 12,162 $1.1M
2 Claris Financial LLC 0.73% 14,007 $1.3M
3 Split Rock Private Trading & Wealth Management, LLC 0.57% 8,295 $737K
4 Mission Financial Group, LLC 0.32% 3,918 $348K
5 Marmo Financial Group, LLC 0.29% 6,516 $579K
6 DOVER ADVISORS, LLC 0.11% 2,873 $255K
7 Colonial River Investments, LLC 0.07% 2,352 $209K
8 Belpointe Asset Management LLC 0.05% 15,692 $1.4M
9 EASTERN BANK 0.02% 13,740 $1.2M
10 Kovack Advisors, Inc. 0.02% 1,536 $350K
11 City State Bank 0.00% 120 $11K
12 Private Advisor Group, LLC 0.00% 4,520 $402K
13 Kestra Advisory Services, LLC 0.00% 5,328 $473K
14 OSAIC HOLDINGS, INC. 0.00% 13,469 $1.2M
15 VISION FINANCIAL MARKETS LLC 0.00% 10 —
16 SWAN Capital LLC 0.00% 16 $1K
17 Cetera Investment Advisers 0.00% 3,140 $279K
18 JANE STREET GROUP, LLC 0.00% 16,030 $1.4M
19 ENVESTNET ASSET MANAGEMENT INC 0.00% 5,341 $475K
20 LPL Financial LLC 0.00% 5,189 $461K
21 SIGNATUREFD, LLC 0.00% 20 $2K
22 HighTower Advisors, LLC 0.00% 12,000 $11K
23 UBS Group AG 0.00% 114 $10K
24 WELLS FARGO & COMPANY/MN 0.00% 90 $8K
25 Allworth Financial LP 0.00% 1 —
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 — UBS AG (SLVO)

What does the Smart Money Trend signal show for SLVO?

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

Slight buying edge — 52% buying: Last quarter: 16 funds bought or added vs 15 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 SLVO holders?

Smaller funds dominant — 19% AUM from top-100: 6 of 26 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SLVO?

Mostly new holders — 50% entered in last year: Only 5 funds (19%) 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.

Is it too late to buy UBS AG (SLVO) following the 2026 Q1 hedge fund 13F filings?

As of today, SLVO has moved -3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.1% for the SPY sector ETF — an outperformance of -6.0%. Since the quarter end (March 31, 2026), SLVO has gained -6.2% vs +16.0% for SPY. 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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