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Smartbird Inc

152 hedge funds and large institutions have $104M invested in Smartbird Inc in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

0.42% less ownership

Funds ownership: 2.65%2.23% (-0.42%)

1% less funds holding

Funds holding: 154152 (-2)

31% less capital invested

Capital invested by funds: $151M → $104M (-$46.9M)

37% less call options, than puts

Call options by funds: $370K | Put options by funds: $588K

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
44
Reduced
41
Closed
30
Calls
$370K
Puts
$588K
Net Calls
-$218K
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$29K +$5.74K +98 +19%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$28.9K -$16.1K -275 -32%
IA
103
Insight Advisors
Pennsylvania
$28.5K -$30.1K -514 -45%
PMEF
104
Point72 Middle East FZE
United Arab Emirates
$27.7K +$33.5K +572 New
IAIM
105
International Assets Investment Management
Florida
$27.3K +$586 +10 +2%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$26K -$8.38K -143 -21%
AL
107
Aspiriant LLC
California
$25.9K +$31.4K +536 New
Victory Capital Management
108
Victory Capital Management
Texas
$25.5K
BCM
109
Bayesian Capital Management
New York
$24.6K +$29.8K +509 New
WIC
110
Water Island Capital
New York
$24.2K
AIP
111
Ameritas Investment Partners
Nebraska
$19K
NA
112
NewEdge Advisors
Louisiana
$16.6K +$23.1K +394 New
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$14.9K
Simplex Trading
114
Simplex Trading
Illinois
$13K -$42.6K -727 -72%
UBS Group
115
UBS Group
Switzerland
$10.3K -$77.4K -1,320 -86%
Wells Fargo
116
Wells Fargo
California
$8.4K -$20.9K -357 -67%
CG
117
Cutler Group
California
$8K -$11.1K -190 -52%
EWA
118
EverSource Wealth Advisors
Alabama
$7.58K +$9.2K +157 New
Amundi
119
Amundi
France
$7.4K +$8.79K +150 New
Citigroup
120
Citigroup
New York
$7.35K -$2.11K -36 -19%
FWM
121
Focused Wealth Management
New York
$4.84K +$5.86K +100 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$4.34K -$1.99K -34 -27%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$4K +$527 +9 +12%
MA
124
Montag & Associates
Georgia
$3.65K
GRP
125
Global Retirement Partners
California
$3.55K

BIRD Hedge Fund Activity: Q4 2022 in Review

152 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2022, worth a combined $104M — down 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIRD positions and 30 closed out — a net gain of 4 holders — while 44 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.96M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $10.3M sold.

  • 152 institutional investors held Smartbird Inc (BIRD) as of Q4 2022, down from 154 in Q3 2022.
  • Funds reported $104M of Smartbird Inc stock for Q4 2022, down 31% quarter-over-quarter.
  • 34 funds opened new Smartbird Inc positions in Q4 2022 and 30 closed out, a net change of +4 holders.
  • The largest Smartbird Inc buyer in Q4 2022 was Citadel Advisors, an estimated $3.96M added.
  • The largest Smartbird Inc seller in Q4 2022 was Jackson Square Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.