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Smartbird Inc

129 hedge funds and large institutions have $250M invested in Smartbird Inc in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,062% more call options, than puts

Call options by funds: $931M | Put options by funds: $6.14M

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

34% more funds holding

Funds holding: 96129 (+33)

4.36% less ownership

Funds ownership: 6.94%2.58% (-4.4%)

52% less capital invested

Capital invested by funds: $521M → $250M (-$271M)

Holders
129
Holders Change
+33
Holders Change %
+34.38%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
35
Reduced
16
Closed
26
Calls
$931M
Puts
$6.14M
Net Calls
+$925M
Net Calls Change
-$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$15K +$23.4K +119 +1,322%
APA
102
American Portfolios Advisors
New York
$13.8K +$9.84K +50 +77%
PLU
103
Performa Ltd (US)
South Carolina
$8K +$12.6K +64 New
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$6.09K -$23.6K -120 -70%
CA
105
Clearstead Advisors
Ohio
$6K
LWANC
106
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
PCM
107
Penserra Capital Management
California
$5K
US Bancorp
108
US Bancorp
Minnesota
$5K
GRP
109
Global Retirement Partners
California
$5K +$11.4K +58 New
SPIA
110
Steward Partners Investment Advisory
New York
$4K +$1.18K +6 +20%
FIA
111
FNY Investment Advisers
New York
$3K -$394 -2 -6%
SBL
112
Sargent Bickham Lagudis
Colorado
$3K
WT
113
Whittier Trust
California
$3K
WTA
114
Washington Trust Advisors
Massachusetts
$3K +$5.31K +27 New
GC
115
Gould Capital
Washington
$2K
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$2K +$3.74K +19 New
MIM
117
Macroview Investment Management
Maryland
$1K
TFP
118
Tilia Fiduciary Partners
North Carolina
$1K
TFA
119
Toth Financial Advisory
Virginia
$1K
PA
120
Parallel Advisors
California
$1K +$984 +5 New
BAM
121
Bellevue Asset Management
Washington
$1K +$1.97K +10 New
Macquarie Group
122
Macquarie Group
Australia
$247 +$98.4K +500 +32%
Massachusetts Financial Services
123
Massachusetts Financial Services
Massachusetts
-$16.7M -55,277 Closed
SPPAM
124
Summit Partners Public Asset Management
Massachusetts
-$13.9M -46,133 Closed
Federated Hermes
125
Federated Hermes
Pennsylvania
-$4.52M -15,000 Closed

BIRD Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2022, worth a combined $250M — down 52% from $521M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BIRD positions and 26 closed out — a net gain of 34 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, adding an estimated $30.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $88.6M.

  • 129 institutional investors held Smartbird Inc (BIRD) as of Q1 2022, up from 96 in Q4 2021.
  • Funds reported $250M of Smartbird Inc stock for Q1 2022, down 52% quarter-over-quarter.
  • 60 funds opened new Smartbird Inc positions in Q1 2022 and 26 closed out, a net change of +34 holders.
  • The largest Smartbird Inc buyer in Q1 2022 was Franklin Resources, an estimated $30.1M added.
  • The largest Smartbird Inc seller in Q1 2022 was T. Rowe Price Associates, an estimated $88.6M sold.

Based on aggregated 13F filings for Q1 2022.