We are live on ! Find out more
BIRD icon

Smartbird Inc

125 hedge funds and large institutions have $45M invested in Smartbird Inc in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

0.3% less ownership

Funds ownership: 2.23%1.93% (-0.3%)

18% less funds holding

Funds holding: 152125 (-27)

50% less call options, than puts

Call options by funds: $56K | Put options by funds: $112K

56% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 45

57% less capital invested

Capital invested by funds: $104M → $45M (-$58.6M)

Holders
125
Holders Change
-27
Holders Change %
-17.76%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
40
Reduced
29
Closed
45
Calls
$56K
Puts
$112K
Net Calls
-$56K
Net Calls Change
+$162K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$169K +$9.82K +213 +3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$156K -$49K -1,062 -14%
Jane Street
28
Jane Street
New York
$145K -$137K -2,965 -33%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$144K -$3.41K -74 -1%
JP Morgan Chase
30
JP Morgan Chase
New York
$143K +$5.21K +113 +2%
WC
31
Wexford Capital
Florida
$120K -$233K -5,055 -50%
CCMU
32
Cheyne Capital Management (UK)
United Kingdom
$120K
MPEM
33
Marathon Partners Equity Management
New York
$120K +$115K +2,500 +100%
UBS AM
34
UBS AM
Illinois
$107K
GCM
35
Graham Capital Management
Connecticut
$104K -$1.31M -28,342 -87%
QT
36
Quantbot Technologies
New York
$97.7K +$188K +4,072 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$94.7K +$11.7K +254 +7%
NIM
38
Needham Investment Management
New York
$90K
AllianceBernstein
39
AllianceBernstein
Tennessee
$77.5K -$48.4K -1,050 -25%
Deutsche Bank
40
Deutsche Bank
Germany
$68.2K +$39.4K +855 +43%
QC
41
Quadrature Capital
United Kingdom
$67.2K +$129K +2,799 New
AIM
42
Aigen Investment Management
New York
$63.9K +$123K +2,663 New
Citadel Advisors
43
Citadel Advisors
Florida
$61.8K -$3.47M -75,179 -97%
CS
44
Credit Suisse
Switzerland
$61.8K +$46 +1 +0%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$60K
Barclays
46
Barclays
United Kingdom
$58.6K +$52.6K +1,142 +88%
UBS Group
47
UBS Group
Switzerland
$56.3K +$98.4K +2,134 +1,007%
Osaic Holdings
48
Osaic Holdings
Arizona
$56.1K -$21.2K -461 -17%
AIG
49
American International Group
New York
$55.9K +$2.17K +47 +2%
PCIA
50
Prime Capital Investment Advisors
Kansas
$54.1K +$104K +2,255 New

BIRD Hedge Fund Activity: Q1 2023 in Review

125 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2023, worth a combined $45M — down 57% from $104M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BIRD and 20 opened new positions — a net loss of 25 holders — while 29 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $15.9M. The largest seller was Bank of America, cutting an estimated $6.97M.

  • 125 institutional investors held Smartbird Inc (BIRD) as of Q1 2023, down from 152 in Q4 2022.
  • Funds reported $45M of Smartbird Inc stock for Q1 2023, down 57% quarter-over-quarter.
  • 20 funds opened new Smartbird Inc positions in Q1 2023 and 45 closed out, a net change of -25 holders.
  • The largest Smartbird Inc buyer in Q1 2023 was Fidelity Investments, an estimated $15.9M added.
  • The largest Smartbird Inc seller in Q1 2023 was Bank of America, an estimated $6.97M sold.

Based on aggregated 13F filings for Q1 2023.