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Smartbird Inc
BIRD

109 hedge funds and large institutions have $15.7M invested in Smartbird Inc in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

12% more funds holding

Funds holding: 97 → 109 (+12)

0% more call options, than puts

Call options by funds: $40K | Put options by funds: $40K

0.36% less ownership

Funds ownership: 1.82% → 1.46% (-0.36%)

40% less capital invested

Capital invested by funds: $26M → $15.7M (-$10.3M)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
16
Reduced
32
Closed
17
Calls
$40K
Puts
$40K
Net Calls
–
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.11M
2
Millennium Management
Millennium Management
New York
+$864K
3
Goldman Sachs
Goldman Sachs
New York
+$364K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$311K
5
YIH
Y-Intercept (HK)
Hong Kong
+$228K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.1M
2
OMC
Oasis Management Company
Cayman Islands
-$1.74M
3
State Street
State Street
Massachusetts
-$863K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$679K
5
N
Nuveen
North Carolina
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
76
Iconiq Capital
California
$5.75K – – –
HSBC Holdings
77
HSBC Holdings
United Kingdom
$5.63K -$110 -9 -2%
SEIA
78
Signature Estate & Investment Advisors
California
$5.32K +$6.49K +532 New
Empower Advisory Group
79
Empower Advisory Group
Colorado
$5.01K – – –
NA
80
NewEdge Advisors
Louisiana
$5K -$6.3K -516 -51%
Osaic Holdings
81
Osaic Holdings
Arizona
$3.56K +$1.49K +122 +52%
Wells Fargo
82
Wells Fargo
California
$3.25K -$21.2K -1,741 -84%
Macquarie Group
83
Macquarie Group
Australia
$2.48K +$3.03K +248 New
UBS Group
84
UBS Group
Switzerland
$2.37K -$57.7K -4,725 -95%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1K +$24 +2 +3%
CWC
86
Carolinas Wealth Consulting
North Carolina
$634 – – –
ADL
87
Asset Dedication LLC
California
$559 – – –
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$500 +$610 +50 New
WIM
89
Westside Investment Management
California
$463 – – –
US Bancorp
90
US Bancorp
Minnesota
$404 – – –
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$388 -$21.5K -1,765 -98%
WT
92
Whittier Trust
California
$250 – – –
AWM
93
Avior Wealth Management
Nebraska
$200 -$12 -1 -5%
RIL
94
Rothschild Investment LLC
Illinois
$200 – – –
IRAG
95
Investment Research & Advisory Group
Georgia
$152 – – –
SPIA
96
Steward Partners Investment Advisory
New York
$150 – – –
IA
97
IFP Advisors
Florida
$100 – – –
TCOV
98
Trust Company of Vermont
Vermont
$100 – – –
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88 – – –
FCA
100
FinTrust Capital Advisors
South Carolina
$50 – – –
2 3
4
5 6

BIRD Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2024, worth a combined $15.7M — down 40% from $26M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BIRD positions and 17 closed out — a net gain of 12 holders — while 16 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.11M. The largest seller was BlackRock, cutting an estimated $3.1M.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q2 2024, up from 97 in Q1 2024.
  • Funds reported $15.7M of Smartbird Inc stock for Q2 2024, down 40% quarter-over-quarter.
  • 29 funds opened new Smartbird Inc positions in Q2 2024 and 17 closed out, a net change of +12 holders.
  • The largest Smartbird Inc buyer in Q2 2024 was Fidelity Investments, an estimated $1.11M added.
  • The largest Smartbird Inc seller in Q2 2024 was BlackRock, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.