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Sphere 3D

22 hedge funds and large institutions have $1.09M invested in Sphere 3D in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $134K

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

0.16% less ownership

Funds ownership: 0.55%0.4% (-0.16%)

15% less funds holding

Funds holding: 2622 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

59% less capital invested

Capital invested by funds: $2.64M → $1.09M (-$1.55M)

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
2
Closed
11
Calls
$1.16M
Puts
$134K
Net Calls
+$1.02M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$693K
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$206K +$237K +11,628 +671%
LPL Financial
3
LPL Financial
California
$56K +$21.7K +1,064 +41%
TSS
4
Two Sigma Securities
New York
$28.9K +$38.3K +1,879 New
CGA
5
Crescent Grove Advisors
Illinois
$26.2K +$34.6K +1,701 New
VFPW
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$20.7K +$27.3K +1,341 New
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K
VF
8
Virtu Financial
New York
$17K +$23K +1,130 New
BEI
9
Benjamin Edwards Inc
Missouri
$8K +$10.6K +523 New
UBS Group
10
UBS Group
Switzerland
$6.77K +$8.33K +409 +1,319%
Morgan Stanley
11
Morgan Stanley
New York
$5K -$346 -17 -5%
SPIA
12
Steward Partners Investment Advisory
New York
$879
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$624 +$611 +30 +273%
SSB
14
Sandy Spring Bank
Maryland
$188
CPG
15
Cornerstone Planning Group
New Jersey
$117
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$68 +$81 +4 New
TAM
17
Tucker Asset Management
Colorado
$54
JP Morgan Chase
18
JP Morgan Chase
New York
$51 +$20 +1 +50%
TRCT
19
Tower Research Capital (TRC)
New York
$22 -$5.74K -282 -100%
LFG
20
Larson Financial Group
Missouri
$22
Citadel Advisors
21
Citadel Advisors
Florida
$12 +$20 +1 New
Wells Fargo
22
Wells Fargo
California
$5 -$41 -2 Closed
Jane Street
23
Jane Street
New York
-$380K -11,452 Closed
Group One Trading
24
Group One Trading
Illinois
-$100K -4,921 Closed
GS
25
GTS Securities
New York
-$77.1K -3,785 Closed

ANY Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sphere 3D (ANY) for Q1 2024, worth a combined $1.09M — down 59% from $2.64M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ANY and 7 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $237K. The largest seller was Jane Street, exiting entirely with an estimated $380K sold.

  • 22 institutional investors held Sphere 3D (ANY) as of Q1 2024, down from 26 in Q4 2023.
  • Funds reported $1.09M of Sphere 3D stock for Q1 2024, down 59% quarter-over-quarter.
  • 7 funds opened new Sphere 3D positions in Q1 2024 and 11 closed out, a net change of -4 holders.
  • The largest Sphere 3D buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $237K added.
  • The largest Sphere 3D seller in Q1 2024 was Jane Street, an estimated $380K sold.

Based on aggregated 13F filings for Q1 2024.