Smartbird Inc
BIRD
97 hedge funds and large institutions have $26M invested in Smartbird Inc in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 18 closing their positions.
0.18% less ownership
Funds ownership: 2% → 1.82% (-0.18%)
7% less call options, than puts
Call options by funds: $87K | Put options by funds: $94K
11% less funds holding
Funds holding: 109 → 97 (-12)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
47% less capital invested
Capital invested by funds: $49.1M → $26M (-$23.2M)
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$206K |
| 2 |
Mariner
Overland Park,
Kansas
|
+$136K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$49.9K |
| 4 |
Renaissance Technologies
New York
|
+$34.4K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$30.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$751K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$479K |
| 3 |
Morgan Stanley
New York
|
-$431K |
| 4 |
Two Sigma Investments
New York
|
-$344K |
| 5 |
BlackRock
New York
|
-$250K |
BIRD Hedge Fund Activity: Q1 2024 in Review
97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2024, worth a combined $26M — down 47% from $49.1M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BIRD and 8 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 23 added.
The largest buyer was Invesco, adding an estimated $206K. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $751K sold.
- 97 institutional investors held Smartbird Inc (BIRD) as of Q1 2024, down from 109 in Q4 2023.
- Funds reported $26M of Smartbird Inc stock for Q1 2024, down 47% quarter-over-quarter.
- 8 funds opened new Smartbird Inc positions in Q1 2024 and 18 closed out, a net change of -10 holders.
- The largest Smartbird Inc buyer in Q1 2024 was Invesco, an estimated $206K added.
- The largest Smartbird Inc seller in Q1 2024 was Laidlaw Wealth Management, an estimated $751K sold.
Based on aggregated 13F filings for Q1 2024.