We are live on ! Find out more
BIRD icon

Smartbird Inc

124 hedge funds and large institutions have $42.1M invested in Smartbird Inc in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $151K | Put options by funds: $111K

0.13% more ownership

Funds ownership: 1.78%1.91% (+0.13%)

0% more funds holding

Funds holding: 124124 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

4% less capital invested

Capital invested by funds: $43.8M → $42.1M (-$1.64M)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
35
Closed
17
Calls
$151K
Puts
$111K
Net Calls
+$40K
Net Calls Change
-$150K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GTS Securities
New York
$17.7K +$21.5K +797 New
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$17.4K +$21.1K +782 New
LPL Financial
78
LPL Financial
California
$16.5K -$2.5K -93 -11%
Mariner
79
Mariner
Kansas
$15.8K +$19.2K +713 New
Wolverine Trading
80
Wolverine Trading
Illinois
$15.2K +$3.1K +115 +20%
GWSA
81
Global Wealth Strategies & Associates
Colorado
$13.9K
ProShare Advisors
82
ProShare Advisors
Maryland
$13.7K
Principal Financial Group
83
Principal Financial Group
Iowa
$13.5K +$2.75K +102 +20%
Simplex Trading
84
Simplex Trading
Illinois
$13K -$23.6K -878 -59%
CF
85
Centaurus Financial
California
$13K +$16.2K +603 New
Cerity Partners
86
Cerity Partners
New York
$12.9K -$781 -29 -5%
IC
87
Iconiq Capital
California
$12.8K
IA
88
Insight Advisors
Pennsylvania
$12.3K -$1.08K -40 -7%
TC
89
Telemus Capital
Michigan
$12.2K
CBFP
90
Cedar Brook Financial Partners
Ohio
$11.8K
Osaic Holdings
91
Osaic Holdings
Arizona
$11.6K -$180K -6,665 -93%
Victory Capital Management
92
Victory Capital Management
Texas
$11.5K +$350 +13 +3%
Empower Advisory Group
93
Empower Advisory Group
Colorado
$11.1K +$13.5K +501 New
TRCT
94
Tower Research Capital (TRC)
New York
$11.1K +$4.31K +160 +47%
WIC
95
Water Island Capital
New York
$11.1K
Legal & General Group
96
Legal & General Group
United Kingdom
$10.2K
AB
97
Amalgamated Bank
New York
$9K
AIP
98
Ameritas Investment Partners
Nebraska
$7.86K
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$6.88K +$8.35K +310 New
PMEF
100
Point72 Middle East FZE
United Arab Emirates
$6.57K -$113K -4,205 -93%

BIRD Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2023, worth a combined $42.1M — down 3.8% from $43.8M a quarter earlier.

Fund positioning in BIRD was balanced in Q3 2023: 17 funds opened new positions, 17 closed out, 27 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.21M. The largest seller was BlackRock, cutting an estimated $645K.

  • 124 institutional investors held Smartbird Inc (BIRD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $42.1M of Smartbird Inc stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 17 funds opened new Smartbird Inc positions in Q3 2023 and 17 closed out, a net change of 0 holders.
  • The largest Smartbird Inc buyer in Q3 2023 was Fidelity Investments, an estimated $5.21M added.
  • The largest Smartbird Inc seller in Q3 2023 was BlackRock, an estimated $645K sold.

Based on aggregated 13F filings for Q3 2023.