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Smartbird Inc
BIRD

109 hedge funds and large institutions have $49.1M invested in Smartbird Inc in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

34% more call options, than puts

Call options by funds: $138K | Put options by funds: $103K

17% more capital invested

Capital invested by funds: $42.1M → $49.1M (+$6.98M)

0.09% more ownership

Funds ownership: 1.91% → 2% (+0.09%)

12% less funds holding

Funds holding: 124 → 109 (-15)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
21
Closed
31
Calls
$138K
Puts
$103K
Net Calls
+$35K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
LWM
Laidlaw Wealth Management
New York
+$605K
2
Morgan Stanley
Morgan Stanley
New York
+$491K
3
Citadel Advisors
Citadel Advisors
Florida
+$461K
4
BlackRock
BlackRock
New York
+$415K
5
BCM
Bridgeway Capital Management
Texas
+$406K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$278K
2
TC
TwinBeech Capital
New York
-$255K
3
Two Sigma Investments
Two Sigma Investments
New York
-$250K
4
Federated Hermes
Federated Hermes
Pennsylvania
-$155K
5
Renaissance Technologies
Renaissance Technologies
New York
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
Insight Advisors
Pennsylvania
$12.6K -$789 -40 -7%
TRCT
77
Tower Research Capital (TRC)
New York
$12.6K +$296 +15 +3%
Empower Advisory Group
78
Empower Advisory Group
Colorado
$12.3K – – –
GI
79
GAMCO Investors
Connecticut
$12.3K -$5.92K -300 -38%
Legal & General Group
80
Legal & General Group
United Kingdom
$11.3K – – –
CBFP
81
Cedar Brook Financial Partners
Ohio
$10.9K – – –
AB
82
Amalgamated Bank
New York
$9K -$947 -48 -11%
AIP
83
Ameritas Investment Partners
Nebraska
$8.67K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$7.58K -$4.18K -212 -41%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$5.69K +$4.58K +232 New
FWM
86
Focused Wealth Management
New York
$2.45K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$2.21K +$1.48K +75 +500%
GRP
88
Global Retirement Partners
California
$2.12K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K -$59 -3 -4%
CWC
90
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
GPFA
91
Game Plan Financial Advisors
Ohio
$1.23K +$987 +50 New
WIM
92
Westside Investment Management
California
$1.13K – – –
ADL
93
Asset Dedication LLC
California
$1K – – –
US Bancorp
94
US Bancorp
Minnesota
$990 – – –
WT
95
Whittier Trust
California
$610 – – –
AWM
96
Avior Wealth Management
Nebraska
$490 – – –
RIL
97
Rothschild Investment LLC
Illinois
$490 +$395 +20 New
IRAG
98
Investment Research & Advisory Group
Georgia
$372 – – –
ASN
99
Advisory Services Network
Georgia
$368 +$296 +15 New
IA
100
IFP Advisors
Florida
$245 – – –
2 3
4
5 6

BIRD Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2023, worth a combined $49.1M — up 17% from $42.1M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BIRD and 16 opened new positions — a net loss of 15 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was Laidlaw Wealth Management, opening a new position worth an estimated $605K. The largest seller was Two Sigma Advisers, cutting an estimated $278K.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $49.1M of Smartbird Inc stock for Q4 2023, up 17% quarter-over-quarter.
  • 16 funds opened new Smartbird Inc positions in Q4 2023 and 31 closed out, a net change of -15 holders.
  • The largest Smartbird Inc buyer in Q4 2023 was Laidlaw Wealth Management, an estimated $605K added.
  • The largest Smartbird Inc seller in Q4 2023 was Two Sigma Advisers, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2023.