We are live on ! Find out more
BIRD icon

Smartbird Inc

109 hedge funds and large institutions have $15.7M invested in Smartbird Inc in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

12% more funds holding

Funds holding: 97109 (+12)

0% more call options, than puts

Call options by funds: $40K | Put options by funds: $40K

0.36% less ownership

Funds ownership: 1.82%1.46% (-0.36%)

40% less capital invested

Capital invested by funds: $26M → $15.7M (-$10.3M)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
16
Reduced
32
Closed
17
Calls
$40K
Puts
$40K
Net Calls
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$13.6K +$16.6K +1,364 New
EI
52
Ethic Inc
New York
$13.6K +$16.5K +1,356 New
PSC
53
Prentiss Smith & Co
Vermont
$12.6K
CCM
54
Conway Capital Management
California
$12.5K +$15.3K +1,250 New
CFM
55
Catalyst Funds Management
Australia
$12.4K +$15.1K +1,240 New
SEI Investments
56
SEI Investments
Pennsylvania
$11.4K
PA
57
Parallel Advisors
California
$11K
OL
58
Optas LLC
Texas
$11K +$13.4K +1,100 New
CSS
59
Cubist Systematic Strategies
Connecticut
$10.9K +$13.3K +1,092 New
BWM
60
Baron Wealth Management
Michigan
$9.76K +$159 +13 +1%
AQR Capital Management
61
AQR Capital Management
Connecticut
$9.53K +$11.6K +953 New
Verition Fund Management
62
Verition Fund Management
Connecticut
$9.34K +$11.4K +934 New
JF
63
Jump Financial
Illinois
$9.16K +$11.2K +916 New
EDRH
64
Edmond de Rothschild Holding
Switzerland
$9K
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$8.1K
HIMC
66
Heritage Investors Management Corp
Maryland
$8K
LPL Financial
67
LPL Financial
California
$7.53K +$293 +24 +3%
OIA
68
OneDigital Investment Advisors
Kansas
$7.45K +$9.09K +745 New
Citigroup
69
Citigroup
New York
$6.96K -$2.71K -222 -24%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$6.85K -$18K -1,472 -68%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$6.77K -$161K -13,185 -95%
SA
72
Sanctuary Advisors
Indiana
$6.71K +$6.69K +548 New
ProShare Advisors
73
ProShare Advisors
Maryland
$6.49K -$2.71K -222 -26%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$6.43K -$3.48K -285 -31%
Cerity Partners
75
Cerity Partners
New York
$5.89K -$85 -7 -1%

BIRD Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2024, worth a combined $15.7M — down 40% from $26M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BIRD positions and 17 closed out — a net gain of 12 holders — while 16 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.11M. The largest seller was BlackRock, cutting an estimated $3.1M.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q2 2024, up from 97 in Q1 2024.
  • Funds reported $15.7M of Smartbird Inc stock for Q2 2024, down 40% quarter-over-quarter.
  • 29 funds opened new Smartbird Inc positions in Q2 2024 and 17 closed out, a net change of +12 holders.
  • The largest Smartbird Inc buyer in Q2 2024 was Fidelity Investments, an estimated $1.11M added.
  • The largest Smartbird Inc seller in Q2 2024 was BlackRock, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.