— Know what they know.
Not Investment Advice
Also trades as: SOBCF (OTC) · $vol 23M · SOBO.TO (TSX) · $vol 22M

SOBO Smart Money

South Bow Corporation
1W: +2.9% 1M: +5.8% 3M: -5.0% YTD: +27.2% 1Y: +35.7%
$35.48
-0.21 (-0.59%)
 
Weekly Expected Move ±2.9%
$33 $34 $35 $36 $37
NYSE · Energy · Oil & Gas Midstream · Tech Score Strong Buy · Power 64 · $7.4B mcap · 208M float · 0.353% daily turnover · Short 84% of daily vol
Credit Risk of going bust: lower than 72% of companies Debt: 43.7% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.19 (down 97%), South Bow Corporation would be worth roughly what it owes.
Total debt $5.73B against a stock market value of $7.40B.
Distance to default 7.95 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.87B (short-term plus half of long-term), stock volatility 22.3%; Altman Z'' 1.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
335
Institutions Holding
+7 vs prior
59.7%
Ownership
+2.73%
37 New
90 Increased
123 Reduced
30 Closed

👔 Insider Trades

0 records
Date Name Title Type Shares Price Value Filing
No insider trades found

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
FMR LLC 21,894,771 $771M +12,223,172 2026-06-30 Filing
ROYAL BANK OF CANADA 14,568,342 $513M -1,835,032 2026-06-30 Filing
Clearbridge Investments, LLC 8,855,108 $312M +185,151 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 6,048,601 $213M +80,602 2026-06-30 Filing
BANK OF MONTREAL /CAN 5,554,724 $195M -1,038,025 2026-06-30 Filing
THORNBURG INVESTMENT MANAGEMENT INC 3,721,332 $131M +88,457 2026-06-30 Filing
MACKENZIE FINANCIAL CORP 2,535,573 $127M +2,039,298 2026-06-30 Filing
CIBC WORLD MARKET INC. 3,403,902 $120M -35,358 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 3,043,017 $107M +128,403 2026-06-30 Filing
Connor, Clark & Lunn Investment Manageme 2,779,943 $98M -13,614 2026-06-30 Filing
BANK OF AMERICA CORP /DE 2,757,560 $97M +763,792 2026-06-30 Filing
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,157,673 $76M -76,732 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 2,132,078 $75M +1,222,336 2026-06-30 Filing
TD Waterhouse Canada Inc. 1,946,786 $67M +16,097 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 1,844,124 $65M +21,847 2026-06-30 Filing
Legal & General Group Plc 1,784,790 $63M +23,605 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 1,781,923 $63M +372,004 2026-06-30 Filing
SCOTIA CAPITAL INC. 1,753,475 $62M -35,383 2026-06-30 Filing
TD Asset Management Inc 1,648,279 $58M -726,848 2026-06-30 Filing
MORGAN STANLEY 1,626,299 $57M +291,504 2026-06-30 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms