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A2Z Smart Technologies
AZ

16 hedge funds and large institutions have $2.36M invested in A2Z Smart Technologies in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

0.12% less ownership

Funds ownership: 1.92% → 1.79% (-0.12%)

6% less funds holding

Funds holding: 17 → 16 (-1)

16% less capital invested

Capital invested by funds: $2.8M → $2.36M (-$441K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Shay Capital
New York
+$139K
2
Renaissance Technologies
Renaissance Technologies
New York
+$31.5K
3
RDWM
Red Door Wealth Management
Tennessee
+$20.9K
4
Morgan Stanley
Morgan Stanley
New York
+$2.09K
5
UBS Group
UBS Group
Switzerland
+$1.74K

Top Sellers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$77.4K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$39K
3
Wells Fargo
Wells Fargo
California
-$2.51K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Shay Capital
New York
$1.71M +$139K +40,000 +9%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$323K -$77.4K -22,222 -19%
CWP
3
Curated Wealth Partners
California
$114K – – –
RDWM
4
Red Door Wealth Management
Tennessee
$41.1K +$20.9K +6,000 +100%
KAS
5
Kestra Advisory Services
Texas
$34.3K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$31K +$31.5K +9,043 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$22.4K – – –
PTC
8
Philadelphia Trust Company
Pennsylvania
$21K – – –
PF
9
Phoenix Financial
Israel
$15.6K – – –
Corient Private Wealth
10
Corient Private Wealth
Florida
$13.7K – – –
RJA
11
Raymond James & Associates
Florida
$13.7K – – –
JP Morgan Chase
12
JP Morgan Chase
New York
$8.63K – – –
Morgan Stanley
13
Morgan Stanley
New York
$4.11K +$2.09K +600 +100%
UBS Group
14
UBS Group
Switzerland
$1.85K +$1.74K +500 +1,250%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K -$38 -11 -6%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$93 +$87 +25 +1,250%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
– -$39K -9,522 Closed
Wells Fargo
18
Wells Fargo
California
– -$2.51K -633 Closed

AZ Hedge Fund Activity: Q4 2023 in Review

16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in A2Z Smart Technologies (AZ) for Q4 2023, worth a combined $2.36M — down 16% from $2.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of AZ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.

The largest buyer was Shay Capital, adding an estimated $139K. The largest seller was CIBC Private Wealth Group, cutting an estimated $77.4K.

  • 16 institutional investors held A2Z Smart Technologies (AZ) as of Q4 2023, down from 17 in Q3 2023.
  • Funds reported $2.36M of A2Z Smart Technologies stock for Q4 2023, down 16% quarter-over-quarter.
  • 1 fund opened new A2Z Smart Technologies positions in Q4 2023 and 2 closed out, a net change of -1 holder.
  • The largest A2Z Smart Technologies buyer in Q4 2023 was Shay Capital, an estimated $139K added.
  • The largest A2Z Smart Technologies seller in Q4 2023 was CIBC Private Wealth Group, an estimated $77.4K sold.

Based on aggregated 13F filings for Q4 2023.