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Smartbird Inc

129 hedge funds and large institutions have $250M invested in Smartbird Inc in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,062% more call options, than puts

Call options by funds: $931M | Put options by funds: $6.14M

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

34% more funds holding

Funds holding: 96129 (+33)

4.36% less ownership

Funds ownership: 6.94%2.58% (-4.4%)

52% less capital invested

Capital invested by funds: $521M → $250M (-$271M)

Holders
129
Holders Change
+33
Holders Change %
+34.38%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
35
Reduced
16
Closed
26
Calls
$931M
Puts
$6.14M
Net Calls
+$925M
Net Calls Change
-$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$106K +$174K +885 New
Wells Fargo
77
Wells Fargo
California
$104K +$84.6K +430 +98%
Wolverine Trading
78
Wolverine Trading
Illinois
$100K +$152K +772 New
SC
79
Skylands Capital
Wisconsin
$100K +$163K +830 New
HIMC
80
Heritage Investors Management Corp
Maryland
$99K +$162K +823 New
ONB
81
Old National Bancorp
Indiana
$95K +$155K +788 New
DFCM
82
Dark Forest Capital Management
Puerto Rico
$94K +$155K +789 New
HighTower Advisors
83
HighTower Advisors
Illinois
$91K -$4.13K -21 -3%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$131K +664 New
Walleye Capital
85
Walleye Capital
New York
$78K +$128K +652 New
GI
86
GAMCO Investors
Connecticut
$75K +$123K +625 New
GPFA
87
Game Plan Financial Advisors
Ohio
$72K +$118K +600 New
QT
88
Quantbot Technologies
New York
$69K +$114K +581 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$67K +$111K +563 New
AIA
90
Avalon Investment & Advisory
Texas
$63K +$103K +525 New
WIC
91
Water Island Capital
New York
$60K +$78.7K +400 +400%
KPW
92
Kore Private Wealth
New York
$60K +$98.4K +500 New
Simplex Trading
93
Simplex Trading
Illinois
$44K +$11.6K +59 +19%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$39K +$30.5K +155 +91%
FF
95
FourThought Financial
Florida
$37K +$60.2K +306 New
CG
96
Cutler Group
California
$31K +$51.4K +261 New
TRCT
97
Tower Research Capital (TRC)
New York
$28K -$43.7K -222 -49%
Osaic Holdings
98
Osaic Holdings
Arizona
$24K -$125K -636 -76%
BWA
99
BDO Wealth Advisors
Florida
$16K +$5.9K +30 +30%
PCFFS
100
Pacific Center for Financial Services
California
$15K

BIRD Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2022, worth a combined $250M — down 52% from $521M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BIRD positions and 26 closed out — a net gain of 34 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, adding an estimated $30.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $88.6M.

  • 129 institutional investors held Smartbird Inc (BIRD) as of Q1 2022, up from 96 in Q4 2021.
  • Funds reported $250M of Smartbird Inc stock for Q1 2022, down 52% quarter-over-quarter.
  • 60 funds opened new Smartbird Inc positions in Q1 2022 and 26 closed out, a net change of +34 holders.
  • The largest Smartbird Inc buyer in Q1 2022 was Franklin Resources, an estimated $30.1M added.
  • The largest Smartbird Inc seller in Q1 2022 was T. Rowe Price Associates, an estimated $88.6M sold.

Based on aggregated 13F filings for Q1 2022.