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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$605K |
| 2 |
Morgan Stanley
New York
|
+$491K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$461K |
| 4 |
BlackRock
New York
|
+$415K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$278K |
| 2 |
TC
TwinBeech Capital
Purchase,
New York
|
-$255K |
| 3 |
Two Sigma Investments
New York
|
-$250K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$155K |
| 5 |
Renaissance Technologies
New York
|
-$120K |
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.