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Smartbird Inc

50 hedge funds and large institutions have $16.2M invested in Smartbird Inc in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.21% more ownership

Funds ownership: 1.46%25.66% (+24%)

3% more capital invested

Capital invested by funds: $15.7M → $16.2M (+$473K)

26% less call options, than puts

Call options by funds: $270K | Put options by funds: $364K

54% less funds holding

Funds holding: 10950 (-59)

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

97% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 60

Holders
50
Holders Change
-59
Holders Change %
-54.13%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
22
Closed
60
Calls
$270K
Puts
$364K
Net Calls
-$94K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
-$13.6K -1,364 Closed
EI
77
Ethic Inc
New York
-$13.6K -1,356 Closed
PSC
78
Prentiss Smith & Co
Vermont
-$12.6K -1,258 Closed
CCM
79
Conway Capital Management
California
-$12.5K -1,250 Closed
SEI Investments
80
SEI Investments
Pennsylvania
-$11.4K -1,141 Closed
OL
81
Optas LLC
Texas
-$11K -1,100 Closed
CSS
82
Cubist Systematic Strategies
Connecticut
-$10.9K -1,092 Closed
BWM
83
Baron Wealth Management
Michigan
-$9.76K -976 Closed
AQR Capital Management
84
AQR Capital Management
Connecticut
-$9.53K -953 Closed
Verition Fund Management
85
Verition Fund Management
Connecticut
-$9.34K -934 Closed
JF
86
Jump Financial
Illinois
-$9.16K -916 Closed
HIMC
87
Heritage Investors Management Corp
Maryland
-$8K -823 Closed
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
-$8.1K -810 Closed
LPL Financial
89
LPL Financial
California
-$7.53K -753 Closed
OIA
90
OneDigital Investment Advisors
Kansas
-$7.45K -745 Closed
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
-$624K -743 Closed
VOYA Investment Management
92
VOYA Investment Management
Georgia
-$6.85K -685 Closed
Bank of New York Mellon
93
Bank of New York Mellon
New York
-$6.77K -677 Closed
ProShare Advisors
94
ProShare Advisors
Maryland
-$6.49K -648 Closed
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
-$6.43K -643 Closed
Cerity Partners
96
Cerity Partners
New York
-$5.89K -589 Closed
IC
97
Iconiq Capital
California
-$5.75K -575 Closed
SA
98
Sanctuary Advisors
Indiana
-$6.71K -548 Closed
HSBC Holdings
99
HSBC Holdings
United Kingdom
-$5.63K -547 Closed
SEIA
100
Signature Estate & Investment Advisors
California
-$5.32K -532 Closed

BIRD Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2024, worth a combined $16.2M — up 3% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of BIRD and 2 opened new positions — a net loss of 58 holders — while 22 trimmed existing stakes and 9 added.

The largest buyer was Fidelity Investments, adding an estimated $1.78M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $624K sold.

  • 50 institutional investors held Smartbird Inc (BIRD) as of Q3 2024, down from 109 in Q2 2024.
  • Funds reported $16.2M of Smartbird Inc stock for Q3 2024, up 3% quarter-over-quarter.
  • 2 funds opened new Smartbird Inc positions in Q3 2024 and 60 closed out, a net change of -58 holders.
  • The largest Smartbird Inc buyer in Q3 2024 was Fidelity Investments, an estimated $1.78M added.
  • The largest Smartbird Inc seller in Q3 2024 was Mercer Global Advisors, an estimated $624K sold.

Based on aggregated 13F filings for Q3 2024.