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Allbirds
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Overview Fund Activity

97 hedge funds and large institutions have $26M invested in Allbirds 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.

Holders
97
Holders Change
-12
Holders Change %
-11.01%
% of All Funds
1.41%
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

1
Invesco
1
Invesco
Georgia
$267K
2
Mariner
2
Mariner
Kansas
$101K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$283K
5
AAS
5
Avantax Advisory Services
Texas
$22.7K

Top Sellers

1
LWM
1
Laidlaw Wealth Management
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$22.9K
3
Morgan Stanley
3
Morgan Stanley
New York
$133K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$494K
5
BlackRock
5
BlackRock
New York
$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1K +$13 +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 -$165 -12 -24%
WT
81
Whittier Trust
California
$345 – – –
AWM
82
Avior Wealth Management
Nebraska
$287 +$14 +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 -$1.04K -75 -83%
IA
86
IFP Advisors
Florida
$139 – – –
TCOV
87
Trust Company of Vermont
Vermont
$139 +$139 +10 New
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122 – – –
FCA
89
FinTrust Capital Advisors
South Carolina
$70 +$70 +5 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$59 +$59 +4 New
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$49 – – –
JWM
92
Janiczek Wealth Management
Colorado
$35 – – –
APW
93
Atlantic Private Wealth
North Carolina
$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 -$4 – –
EAM
98
Eukles Asset Management
Ohio
$1 -$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