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Smartbird Inc
BIRD

96 hedge funds and large institutions have $521M invested in Smartbird Inc in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

16,859% more call options, than puts

Call options by funds: $2.34B | Put options by funds: $13.8M

6.94% more ownership

Funds ownership: 0% → 6.94% (+6.9%)

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
96
Increased
–
Reduced
–
Closed
–
Calls
$2.34B
Puts
$13.8M
Net Calls
+$2.32B
Net Calls Change
+$2.32B

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$169M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.8M
3
JSP
Jackson Square Partners
California
+$65M
4
Franklin Resources
Franklin Resources
California
+$49.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$32M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
51
Virtu Financial
New York
$260K +$323K +864 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$258K +$320K +855 New
Osaic Holdings
53
Osaic Holdings
Arizona
$253K +$314K +840 New
HighTower Advisors
54
HighTower Advisors
Illinois
$237K +$291K +778 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$203K +$252K +674 New
Group One Trading
56
Group One Trading
Illinois
$200K +$248K +662 New
State Street
57
State Street
Massachusetts
$192K +$238K +635 New
PHK
58
Point72 Hong Kong
Hong Kong
$162K +$201K +538 New
TRCT
59
Tower Research Capital (TRC)
New York
$137K +$170K +455 New
Wells Fargo
60
Wells Fargo
California
$133K +$164K +439 New
SM
61
SG3 Management
Puerto Rico
$113K +$140K +375 New
CSS
62
Cubist Systematic Strategies
Connecticut
$98K +$122K +326 New
Simplex Trading
63
Simplex Trading
Illinois
$93K +$116K +311 New
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$51.6K +$64K +171 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$51K +$64K +171 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$45K +$56.9K +152 New
PCFFS
67
Pacific Center for Financial Services
California
$38K +$47.9K +128 New
BWA
68
BDO Wealth Advisors
Florida
$30K +$37.4K +100 New
RDFA
69
Ritter Daniher Financial Advisory
Ohio
$30K +$37.4K +100 New
WIC
70
Water Island Capital
New York
$30K +$37.4K +100 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$23K +$28.1K +75 New
APA
72
American Portfolios Advisors
New York
$19.6K +$24.3K +65 New
CA
73
Clearstead Advisors
Ohio
$15K +$18.7K +50 New
PCM
74
Penserra Capital Management
California
$14K +$18K +48 New
US Bancorp
75
US Bancorp
Minnesota
$12K +$15K +40 New
1 2
3
4

BIRD Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2021, worth a combined $521M.

Buyers outnumbered sellers: 96 funds opened new BIRD positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $169M.

  • 96 institutional investors held Smartbird Inc (BIRD) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $521M of Smartbird Inc stock for Q4 2021.
  • 96 funds opened new Smartbird Inc positions in Q4 2021 and 0 closed out, a net change of +96 holders.
  • The largest Smartbird Inc buyer in Q4 2021 was T. Rowe Price Associates, an estimated $169M added.

Based on aggregated 13F filings for Q4 2021.