We are live on ! Find out more
BIRD icon

Smartbird Inc
BIRD

109 hedge funds and large institutions have $49.1M invested in Smartbird Inc in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

34% more call options, than puts

Call options by funds: $138K | Put options by funds: $103K

17% more capital invested

Capital invested by funds: $42.1M → $49.1M (+$6.98M)

0.09% more ownership

Funds ownership: 1.91% → 2% (+0.09%)

12% less funds holding

Funds holding: 124 → 109 (-15)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
21
Closed
31
Calls
$138K
Puts
$103K
Net Calls
+$35K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
LWM
Laidlaw Wealth Management
New York
+$605K
2
Morgan Stanley
Morgan Stanley
New York
+$491K
3
Citadel Advisors
Citadel Advisors
Florida
+$461K
4
BlackRock
BlackRock
New York
+$415K
5
BCM
Bridgeway Capital Management
Texas
+$406K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$278K
2
TC
TwinBeech Capital
New York
-$255K
3
Two Sigma Investments
Two Sigma Investments
New York
-$250K
4
Federated Hermes
Federated Hermes
Pennsylvania
-$155K
5
Renaissance Technologies
Renaissance Technologies
New York
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$200K +$10.1K +513 +7%
Jane Street
27
Jane Street
New York
$199K +$138K +7,005 +621%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$176K +$3.28K +166 +2%
Barclays
29
Barclays
United Kingdom
$163K +$115K +5,823 +702%
Bank of America
30
Bank of America
North Carolina
$154K +$18.2K +924 +17%
JP Morgan Chase
31
JP Morgan Chase
New York
$151K +$28.8K +1,459 +31%
Corient Private Wealth
32
Corient Private Wealth
Florida
$135K – – –
UBS Group
33
UBS Group
Switzerland
$130K +$56.6K +2,870 +119%
CCMU
34
Cheyne Capital Management (UK)
United Kingdom
$123K – – –
Group One Trading
35
Group One Trading
Illinois
$121K -$23.1K -1,170 -19%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$112K +$90.4K +4,581 New
DIM
37
DC Investments Management
Virginia
$79.2K – – –
AllianceBernstein
38
AllianceBernstein
Tennessee
$79.2K – – –
SG Americas Securities
39
SG Americas Securities
New York
$64K +$9.53K +483 +23%
NIM
40
Needham Investment Management
New York
$61.3K – – –
AIG
41
American International Group
New York
$59K +$651 +33 +1%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$55.6K +$1.6K +81 +4%
AL
43
Aspiriant LLC
California
$49.9K +$9.1K +461 +29%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$44.2K +$257 +13 +0.7%
Wells Fargo
45
Wells Fargo
California
$43.4K +$4.54K +230 +15%
PLU
46
Performa Ltd (US)
South Carolina
$41.6K +$1.48K +75 +5%
LSAG
47
Lake Street Advisors Group
New Hampshire
$40.4K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$39K +$1.91K +97 +7%
IWC
49
Integrated Wealth Concepts
Massachusetts
$38K +$9.87K +500 +48%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$36K +$1.99K +101 +7%
1
2
3 4 5

BIRD Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2023, worth a combined $49.1M — up 17% from $42.1M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BIRD and 16 opened new positions — a net loss of 15 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was Laidlaw Wealth Management, opening a new position worth an estimated $605K. The largest seller was Two Sigma Advisers, cutting an estimated $278K.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $49.1M of Smartbird Inc stock for Q4 2023, up 17% quarter-over-quarter.
  • 16 funds opened new Smartbird Inc positions in Q4 2023 and 31 closed out, a net change of -15 holders.
  • The largest Smartbird Inc buyer in Q4 2023 was Laidlaw Wealth Management, an estimated $605K added.
  • The largest Smartbird Inc seller in Q4 2023 was Two Sigma Advisers, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2023.