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Smartbird Inc

154 hedge funds and large institutions have $151M invested in Smartbird Inc in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $1.23M

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

4% more funds holding

Funds holding: 148154 (+6)

0.06% more ownership

Funds ownership: 2.59%2.65% (+0.06%)

21% less capital invested

Capital invested by funds: $191M → $151M (-$40M)

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
55
Reduced
32
Closed
25
Calls
$4.42M
Puts
$1.23M
Net Calls
+$3.19M
Net Calls Change
-$602M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$41K +$6.81K +77 +13%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$7.51K -85 -12%
AB
103
Amalgamated Bank
New York
$39K +$530 +6 +0.9%
LPL Financial
104
LPL Financial
California
$37K +$973 +11 +2%
TRCT
105
Tower Research Capital (TRC)
New York
$35K -$3.36K -38 -6%
IAIM
106
International Assets Investment Management
Florida
$34K +$49K +554 New
PLU
107
Performa Ltd (US)
South Carolina
$33K +$27.6K +312 +131%
Principal Financial Group
108
Principal Financial Group
Iowa
$33K +$47.4K +536 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$33K +$48.5K +549 New
ProShare Advisors
110
ProShare Advisors
Maryland
$32K +$177 +2 +0.4%
Wells Fargo
111
Wells Fargo
California
$32K +$796 +9 +2%
Victory Capital Management
112
Victory Capital Management
Texas
$32K +$46.5K +526 New
CF
113
Centaurus Financial
California
$31K +$44.6K +505 New
TSS
114
Two Sigma Securities
New York
$31K +$45.5K +515 New
WIC
115
Water Island Capital
New York
$30K
APA
116
American Portfolios Advisors
New York
$29.3K +$23.6K +267 +124%
CG
117
Cutler Group
California
$22K +$11.1K +126 +53%
AIP
118
Ameritas Investment Partners
Nebraska
$21K
FF
119
FourThought Financial
Florida
$21K
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$18.8K
AP
121
Advisors Preferred
Maryland
$14K +$19.4K +219 New
Citigroup
122
Citigroup
New York
$11K -$18.8K -213 -53%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$8K -$3.22M -36,454 -100%
AAP
124
Arax Advisory Partners
Colorado
$8K
BWA
125
BDO Wealth Advisors
Florida
$8K

BIRD Hedge Fund Activity: Q3 2022 in Review

154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2022, worth a combined $151M — down 21% from $191M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BIRD positions and 25 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.86M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.71M sold.

  • 154 institutional investors held Smartbird Inc (BIRD) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $151M of Smartbird Inc stock for Q3 2022, down 21% quarter-over-quarter.
  • 31 funds opened new Smartbird Inc positions in Q3 2022 and 25 closed out, a net change of +6 holders.
  • The largest Smartbird Inc buyer in Q3 2022 was Bank of New York Mellon, an estimated $9.86M added.
  • The largest Smartbird Inc seller in Q3 2022 was Lord, Abbett & Co, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.