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Smartbird Inc

50 hedge funds and large institutions have $16.2M invested in Smartbird Inc in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.21% more ownership

Funds ownership: 1.46%25.66% (+24%)

3% more capital invested

Capital invested by funds: $15.7M → $16.2M (+$473K)

26% less call options, than puts

Call options by funds: $270K | Put options by funds: $364K

54% less funds holding

Funds holding: 10950 (-59)

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

97% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 60

Holders
50
Holders Change
-59
Holders Change %
-54.13%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
22
Closed
60
Calls
$270K
Puts
$364K
Net Calls
-$94K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
26
Edmond de Rothschild Holding
Switzerland
$10.6K
Wells Fargo
27
Wells Fargo
California
$2.06K -$1.9K -150 -46%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.72K -$17.4K -1,375 -90%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.62K -$2.77K -219 -62%
UBS Group
30
UBS Group
Switzerland
$1.26K -$1.64K -130 -55%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$1.06K +$1.14K +90 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1K -$38 -3 -4%
CWC
33
Carolinas Wealth Consulting
North Carolina
$744
ADL
34
Asset Dedication LLC
California
$649 -$13 -1 -2%
FMII
35
Farmers & Merchants Investments Inc
Nebraska
$578 -$13 -1 -2%
Bank of America
36
Bank of America
North Carolina
$507 -$58.3K -4,615 -99%
US Bancorp
37
US Bancorp
Minnesota
$472
WT
38
Whittier Trust
California
$295
AWM
39
Avior Wealth Management
Nebraska
$236
RIL
40
Rothschild Investment LLC
Illinois
$236
IA
41
IFP Advisors
Florida
$232 +$2.53K +200 +2,000%
IRAG
42
Investment Research & Advisory Group
Georgia
$177
SPIA
43
Steward Partners Investment Advisory
New York
$177
TCOV
44
Trust Company of Vermont
Vermont
$118
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95 -$13 -1 -11%
FFA
46
Farther Finance Advisors
California
$59
Citigroup
47
Citigroup
New York
$35 -$8.76K -693 -100%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$35 -$13 -1 -25%
NB
49
NBT Bank
New York
$24 -$13 -1 -33%
SS
50
Sunbelt Securities
Texas
$12

BIRD Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2024, worth a combined $16.2M — up 3% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of BIRD and 2 opened new positions — a net loss of 58 holders — while 22 trimmed existing stakes and 9 added.

The largest buyer was Fidelity Investments, adding an estimated $1.78M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $624K sold.

  • 50 institutional investors held Smartbird Inc (BIRD) as of Q3 2024, down from 109 in Q2 2024.
  • Funds reported $16.2M of Smartbird Inc stock for Q3 2024, up 3% quarter-over-quarter.
  • 2 funds opened new Smartbird Inc positions in Q3 2024 and 60 closed out, a net change of -58 holders.
  • The largest Smartbird Inc buyer in Q3 2024 was Fidelity Investments, an estimated $1.78M added.
  • The largest Smartbird Inc seller in Q3 2024 was Mercer Global Advisors, an estimated $624K sold.

Based on aggregated 13F filings for Q3 2024.