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Smartbird Inc
BIRD

97 hedge funds and large institutions have $26M invested in Smartbird Inc in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 2% → 1.82% (-0.18%)

7% less call options, than puts

Call options by funds: $87K | Put options by funds: $94K

11% less funds holding

Funds holding: 109 → 97 (-12)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

47% less capital invested

Capital invested by funds: $49.1M → $26M (-$23.2M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
97
Holders Change
-12
Holders Change %
-11.01%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
27
Closed
18
Calls
$87K
Puts
$94K
Net Calls
-$7K
Net Calls Change
-$42K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$206K
2
Mariner
Mariner
Kansas
+$136K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$49.9K
4
Renaissance Technologies
Renaissance Technologies
New York
+$34.4K
5
AAS
Avantax Advisory Services
Texas
+$30.5K

Top Sellers

Rank Fund Capital Flow
1
LWM
Laidlaw Wealth Management
New York
-$751K
2
Citadel Advisors
Citadel Advisors
Florida
-$479K
3
Morgan Stanley
Morgan Stanley
New York
-$431K
4
Two Sigma Investments
Two Sigma Investments
New York
-$344K
5
BlackRock
BlackRock
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1K +$19 +1 +1%
CWC
77
Carolinas Wealth Consulting
North Carolina
$879 – – –
WIM
78
Westside Investment Management
California
$642 – – –
US Bancorp
79
US Bancorp
Minnesota
$561 – – –
GPFA
80
Game Plan Financial Advisors
Ohio
$521 -$224 -12 -24%
WT
81
Whittier Trust
California
$345 – – –
AWM
82
Avior Wealth Management
Nebraska
$287 +$19 +1 +5%
RIL
83
Rothschild Investment LLC
Illinois
$278 – – –
IRAG
84
Investment Research & Advisory Group
Georgia
$211 – – –
SPIA
85
Steward Partners Investment Advisory
New York
$208 -$1.4K -75 -83%
IA
86
IFP Advisors
Florida
$139 – – –
TCOV
87
Trust Company of Vermont
Vermont
$139 +$186 +10 New
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122 – – –
FCA
89
FinTrust Capital Advisors
South Carolina
$70 +$93 +5 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$59 +$75 +4 New
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$49 – – –
APW
92
Atlantic Private Wealth
North Carolina
$35 – – –
JWM
93
Janiczek Wealth Management
Colorado
$35 – – –
NB
94
NBT Bank
New York
$35 – – –
SS
95
Sunbelt Securities
Texas
$15 – – –
AWM
96
AllSquare Wealth Management
New York
$8 – – –
SA
97
Scarborough Advisors
Maryland
$2 – – –
EAM
98
Eukles Asset Management
Ohio
$1 – – –
LWM
99
Laidlaw Wealth Management
New York
– -$751K -30,650 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
– -$112K -4,581 Closed
1 2 3
4
5

BIRD Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2024, worth a combined $26M — down 47% from $49.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BIRD and 8 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 23 added.

The largest buyer was Invesco, adding an estimated $206K. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $751K sold.

  • 97 institutional investors held Smartbird Inc (BIRD) as of Q1 2024, down from 109 in Q4 2023.
  • Funds reported $26M of Smartbird Inc stock for Q1 2024, down 47% quarter-over-quarter.
  • 8 funds opened new Smartbird Inc positions in Q1 2024 and 18 closed out, a net change of -10 holders.
  • The largest Smartbird Inc buyer in Q1 2024 was Invesco, an estimated $206K added.
  • The largest Smartbird Inc seller in Q1 2024 was Laidlaw Wealth Management, an estimated $751K sold.

Based on aggregated 13F filings for Q1 2024.