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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
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$14.2K +38 New
FIA
77
FNY Investment Advisers
New York
$10K +$13.1K +35 New
SPIA
78
Steward Partners Investment Advisory
New York
$9K +$11.2K +30 New
SBL
79
Sargent Bickham Lagudis
Colorado
$8K +$9.36K +25 New
GC
80
Gould Capital
Washington
$6K +$7.49K +20 New
WT
81
Whittier Trust
California
$6K +$7.86K +21 New
HWA
82
Heritage Wealth Advisors
Virginia
$5K +$5.62K +15 New
TWM
83
Tradition Wealth Management
Minnesota
$4K +$4.87K +13 New
AAP
84
Arax Advisory Partners
Colorado
$3K +$3.37K +9 New
JWA
85
JFS Wealth Advisors
Pennsylvania
$3K +$3.74K +10 New
NFG
86
Next Financial Group
Texas
$3K +$3.74K +10 New
TFA
87
Toth Financial Advisory
Virginia
$3K +$4.49K +12 New
MIM
88
Macroview Investment Management
Maryland
$2K +$1.87K +5 New
TFP
89
Tilia Fiduciary Partners
North Carolina
$2K +$2.62K +7 New
EBA
90
Eagle Bay Advisors
New York
$2K +$3K +8 New
AA
91
Ancora Advisors
Ohio
$1K +$1.12K +3 New
ADL
92
Asset Dedication LLC
California
$1K +$1.12K +3 New
JWM
93
Janiczek Wealth Management
Colorado
$1K +$1.12K +3 New
S
94
SignatureFD
Georgia
$1K +$1.5K +4 New
WPWM
95
Western Pacific Wealth Management
Illinois
$1K +$1.87K +5 New
BC
96
Burleson & Co
California
– +$374 +1 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.