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Smartbird Inc
BIRD

129 hedge funds and large institutions have $250M invested in Smartbird Inc in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,062% more call options, than puts

Call options by funds: $931M | Put options by funds: $6.14M

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

34% more funds holding

Funds holding: 96 → 129 (+33)

4.36% less ownership

Funds ownership: 6.94% → 2.58% (-4.4%)

52% less capital invested

Capital invested by funds: $521M → $250M (-$271M)

Holders
129
Holders Change
+33
Holders Change %
+34.38%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
35
Reduced
16
Closed
26
Calls
$931M
Puts
$6.14M
Net Calls
+$925M
Net Calls Change
-$1.4B

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$30.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$24.8M
3
Marshall Wace
Marshall Wace
United Kingdom
+$24.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.9M
5
Bank of America
Bank of America
North Carolina
+$11M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$16.7M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$13.9M
4
BPC
Banque Pictet & Cie
Switzerland
-$11.7M
5
UBS Group
UBS Group
Switzerland
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$1.45M -$1.07M -5,431 -31%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.4M +$2.29M +11,630 New
AL
28
Arnhold LLC
New York
$1.31M +$2.15M +10,916 New
AIA
29
AGF Investments America
Ontario, Canada
$1.16M -$44.1K -224 -2%
Morgan Stanley
30
Morgan Stanley
New York
$1.15M +$611K +3,104 +48%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$1.14M +$56.5K +287 +3%
AF
32
Allworth Financial
California
$1.12M +$1.84M +9,341 New
Fidelity International
33
Fidelity International
Bermuda
$1.11M +$995K +5,058 +121%
GCM
34
Ghisallo Capital Management
Massachusetts
$1.05M – – –
Jane Street
35
Jane Street
New York
$938K +$1.54M +7,804 New
Goldman Sachs
36
Goldman Sachs
New York
$933K -$4.66M -23,703 -75%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$866K – – –
AII
38
AGF Investments Inc
Ontario, Canada
$862K -$370K -1,879 -21%
NIM
39
Needham Investment Management
New York
$767K +$713K +3,625 +132%
Squarepoint
40
Squarepoint
New York
$692K -$8.66K -44 -0.8%
TC
41
TwinBeech Capital
New York
$674K +$1.1M +5,608 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$645K +$1.06M +5,367 New
ECM
43
ExodusPoint Capital Management
New York
$569K +$931K +4,732 New
NFC
44
Northeast Financial Consultants
Connecticut
$560K +$916K +4,658 New
HLA
45
Hamilton Lane Advisors
Pennsylvania
$545K +$891K +4,530 New
State Street
46
State Street
Massachusetts
$498K +$691K +3,512 +553%
JF
47
Jump Financial
Illinois
$484K +$792K +4,024 New
UBS Group
48
UBS Group
Switzerland
$482K -$6.79M -34,510 -90%
FMAEN1
49
Fund Management at Engine No 1
California
$482K +$789K +4,008 New
AIM
50
Allen Investment Management
New York
$443K +$725K +3,685 New
1
2
3 4 5

BIRD Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2022, worth a combined $250M — down 52% from $521M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BIRD positions and 26 closed out — a net gain of 34 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, adding an estimated $30.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $88.6M.

  • 129 institutional investors held Smartbird Inc (BIRD) as of Q1 2022, up from 96 in Q4 2021.
  • Funds reported $250M of Smartbird Inc stock for Q1 2022, down 52% quarter-over-quarter.
  • 60 funds opened new Smartbird Inc positions in Q1 2022 and 26 closed out, a net change of +34 holders.
  • The largest Smartbird Inc buyer in Q1 2022 was Franklin Resources, an estimated $30.1M added.
  • The largest Smartbird Inc seller in Q1 2022 was T. Rowe Price Associates, an estimated $88.6M sold.

Based on aggregated 13F filings for Q1 2022.