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Smartbird Inc
BIRD

53 hedge funds and large institutions have $9.81M invested in Smartbird Inc in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $147K | Put options by funds: $90K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more funds holding

Funds holding: 50 → 53 (+3)

0.45% more ownership

Funds ownership: 25.66% → 26.11% (+0.45%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

39% less capital invested

Capital invested by funds: $16.2M → $9.81M (-$6.36M)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
11
Closed
9
Calls
$147K
Puts
$90K
Net Calls
+$57K
Net Calls Change
+$151K

Top Buyers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
+$366K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$277K
3
UBS Group
UBS Group
Switzerland
+$140K
4
Jane Street
Jane Street
New York
+$134K
5
Goldman Sachs
Goldman Sachs
New York
+$99.2K

Top Sellers

Rank Fund Capital Flow
1
SCA
Snowden Capital Advisors
New York
-$301K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$204K
3
CM
CastleKnight Management
New York
-$168K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$144K
5
Citadel Advisors
Citadel Advisors
Florida
-$72.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$7.68K – – –
EDRH
27
Edmond de Rothschild Holding
Switzerland
$6.27K – – –
SS
28
SBI Securities
Japan
$4.71K +$6.08K +676 New
RS
29
R Squared
Hong Kong
$2.31K +$2.98K +332 New
Wells Fargo
30
Wells Fargo
California
$1.22K – – –
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.02K – – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$750 -$261 -29 -21%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$655 +$36 +4 +4%
CWC
35
Carolinas Wealth Consulting
North Carolina
$440 – – –
FMII
36
Farmers & Merchants Investments Inc
Nebraska
$342 – – –
Bank of America
37
Bank of America
North Carolina
$313 +$18 +2 +5%
US Bancorp
38
US Bancorp
Minnesota
$279 – – –
WT
39
Whittier Trust
California
$174 – – –
AWM
40
Avior Wealth Management
Nebraska
$139 – – –
RIL
41
Rothschild Investment LLC
Illinois
$139 – – –
IRAG
42
Investment Research & Advisory Group
Georgia
$105 – – –
SPIA
43
Steward Partners Investment Advisory
New York
$105 – – –
IA
44
IFP Advisors
Florida
$70 -$1.8K -200 -95%
TCOV
45
Trust Company of Vermont
Vermont
$70 – – –
AIP
46
Alexis Investment Partners
Texas
$70 +$90 +10 New
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$63 +$81 +9 New
FFA
48
Farther Finance Advisors
California
$35 – – –
Citigroup
49
Citigroup
New York
$21 – – –
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$21 – – –
1
2
3

BIRD Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2024, worth a combined $9.81M — down 39% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIRD positions and 9 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $366K. The largest seller was Snowden Capital Advisors, exiting entirely with an estimated $301K sold.

  • 53 institutional investors held Smartbird Inc (BIRD) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $9.81M of Smartbird Inc stock for Q4 2024, down 39% quarter-over-quarter.
  • 12 funds opened new Smartbird Inc positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest Smartbird Inc buyer in Q4 2024 was GSA Capital Partners, an estimated $366K added.
  • The largest Smartbird Inc seller in Q4 2024 was Snowden Capital Advisors, an estimated $301K sold.

Based on aggregated 13F filings for Q4 2024.