We are live on ! Find out more
BIRD icon

Smartbird Inc

109 hedge funds and large institutions have $15.7M invested in Smartbird Inc in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

12% more funds holding

Funds holding: 97109 (+12)

0% more call options, than puts

Call options by funds: $40K | Put options by funds: $40K

0.36% less ownership

Funds ownership: 1.82%1.46% (-0.36%)

40% less capital invested

Capital invested by funds: $26M → $15.7M (-$10.3M)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
16
Reduced
32
Closed
17
Calls
$40K
Puts
$40K
Net Calls
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$55.1K -$12 -1 -0%
Morgan Stanley
27
Morgan Stanley
New York
$50K -$56.1K -4,598 -48%
JP Morgan Chase
28
JP Morgan Chase
New York
$46.6K -$22.4K -1,832 -28%
Bank of America
29
Bank of America
North Carolina
$46.6K +$26.4K +2,164 +87%
HF
30
HRT Financial
New York
$43K +$53.1K +4,350 New
Group One Trading
31
Group One Trading
Illinois
$42.5K -$7.75K -635 -13%
PLU
32
Performa Ltd (US)
South Carolina
$35K +$10.1K +825 +31%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31K +$6.64K +544 +21%
AllianceBernstein
34
AllianceBernstein
Tennessee
$30.7K -$1.95K -160 -5%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.5K -$91.6K -7,507 -73%
Mariner
36
Mariner
Kansas
$27.8K -$55.2K -4,522 -62%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$24.4K +$29.8K +2,441 New
SSA
38
Schonfeld Strategic Advisors
New York
$23.9K +$29.1K +2,385 New
Wolverine Trading
39
Wolverine Trading
Illinois
$22.8K +$12.4K +1,019 +81%
Simplex Trading
40
Simplex Trading
Illinois
$21K -$1.82K -149 -6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$20K +$1.5K +123 +6%
TRCT
42
Tower Research Capital (TRC)
New York
$18.2K +$13.1K +1,073 +144%
IWC
43
Integrated Wealth Concepts
Massachusetts
$17K
Barclays
44
Barclays
United Kingdom
$16.9K -$20.9K -1,709 -50%
LSAG
45
Lake Street Advisors Group
New Hampshire
$16.5K
AAS
46
Avantax Advisory Services
Texas
$16.4K
Russell Investments Group
47
Russell Investments Group
United Kingdom
$16.3K +$19.9K +1,629 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$15.2K -$71.6K -5,864 -79%
PD
49
Point72 (DIFC)
United Arab Emirates
$15K +$18.3K +1,501 New
PP
50
Paloma Partners
Connecticut
$13.9K +$16.9K +1,385 New

BIRD Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2024, worth a combined $15.7M — down 40% from $26M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BIRD positions and 17 closed out — a net gain of 12 holders — while 16 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.11M. The largest seller was BlackRock, cutting an estimated $3.1M.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q2 2024, up from 97 in Q1 2024.
  • Funds reported $15.7M of Smartbird Inc stock for Q2 2024, down 40% quarter-over-quarter.
  • 29 funds opened new Smartbird Inc positions in Q2 2024 and 17 closed out, a net change of +12 holders.
  • The largest Smartbird Inc buyer in Q2 2024 was Fidelity Investments, an estimated $1.11M added.
  • The largest Smartbird Inc seller in Q2 2024 was BlackRock, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.