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Smartbird Inc

148 hedge funds and large institutions have $191M invested in Smartbird Inc in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

37,872% more call options, than puts

Call options by funds: $607M | Put options by funds: $1.6M

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

15% more funds holding

Funds holding: 129148 (+19)

0.01% more ownership

Funds ownership: 2.58%2.59% (+0.01%)

24% less capital invested

Capital invested by funds: $250M → $191M (-$59.2M)

Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
38
Reduced
26
Closed
33
Calls
$607M
Puts
$1.6M
Net Calls
+$605M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
101
Two Sigma Advisers
New York
$46K +$59.6K +590 New
SI
102
Stephens Inc
Arkansas
$45K +$58K +575 New
PHK
103
Point72 Hong Kong
Hong Kong
$43K +$55.6K +551 New
JG
104
Jefferies Group
New York
$41.5K +$53.3K +528 New
Wells Fargo
105
Wells Fargo
California
$41K -$35K -347 -40%
AIA
106
Avalon Investment & Advisory
Texas
$41K
PI
107
PFS Investments
Georgia
$41K +$53K +525 New
ProShare Advisors
108
ProShare Advisors
Maryland
$41K +$53.5K +530 New
KPW
109
Kore Private Wealth
New York
$39K
WIC
110
Water Island Capital
New York
$39K
Citigroup
111
Citigroup
New York
$32K +$40.5K +401 New
FF
112
FourThought Financial
Florida
$27K +$3.84K +38 +12%
AIP
113
Ameritas Investment Partners
Nebraska
$27K +$35.7K +354 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$26K
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$24.3K +$31.2K +309 New
UBS Group
116
UBS Group
Switzerland
$19K -$381K -3,770 -94%
PLU
117
Performa Ltd (US)
South Carolina
$19K +$17.6K +174 +272%
CG
118
Cutler Group
California
$18K -$2.52K -25 -10%
APA
119
American Portfolios Advisors
New York
$16.9K +$10.1K +100 +87%
PCM
120
Penserra Capital Management
California
$15K +$15.4K +153 +319%
AAP
121
Arax Advisory Partners
Colorado
$10K
BWA
122
BDO Wealth Advisors
Florida
$10K
PCFFS
123
Pacific Center for Financial Services
California
$10K
DFCM
124
Dark Forest Capital Management
Puerto Rico
$9K -$67.5K -669 -85%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$6K +$7.57K +75 New

BIRD Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2022, worth a combined $191M — down 24% from $250M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BIRD positions and 33 closed out — a net gain of 19 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $25.8M.

  • 148 institutional investors held Smartbird Inc (BIRD) as of Q2 2022, up from 129 in Q1 2022.
  • Funds reported $191M of Smartbird Inc stock for Q2 2022, down 24% quarter-over-quarter.
  • 52 funds opened new Smartbird Inc positions in Q2 2022 and 33 closed out, a net change of +19 holders.
  • The largest Smartbird Inc buyer in Q2 2022 was Vanguard Group, an estimated $34.4M added.
  • The largest Smartbird Inc seller in Q2 2022 was Fidelity Investments, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2022.