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Smartbird Inc
BIRD

125 hedge funds and large institutions have $45M invested in Smartbird Inc in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

0.3% less ownership

Funds ownership: 2.23% → 1.93% (-0.3%)

18% less funds holding

Funds holding: 152 → 125 (-27)

50% less call options, than puts

Call options by funds: $56K | Put options by funds: $112K

56% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 45

57% less capital invested

Capital invested by funds: $104M → $45M (-$58.6M)

Holders
125
Holders Change
-27
Holders Change %
-17.76%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
29
Closed
45
Calls
$56K
Puts
$112K
Net Calls
-$56K
Net Calls Change
+$162K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.9M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.32M
3
Squarepoint
Squarepoint
New York
+$1.21M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.1M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$461K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.97M
2
Franklin Resources
Franklin Resources
California
-$4.78M
3
Ameriprise
Ameriprise
Minnesota
-$4.03M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.47M
5
GIP
Granite Investment Partners
California
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$2.65K +$1.57K +34 +47%
FWM
102
Focused Wealth Management
New York
$2.4K – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$2K +$323 +7 +8%
CWC
104
Carolinas Wealth Consulting
North Carolina
$1.52K – – –
APW
105
Atlantic Private Wealth
North Carolina
$1.13K +$2.17K +47 New
WIM
106
Westside Investment Management
California
$1.11K – – –
ADL
107
Asset Dedication LLC
California
$1K – – –
US Bancorp
108
US Bancorp
Minnesota
$970 – – –
FHA
109
First Horizon Advisors
Tennessee
$852 +$1.66K +36 New
ASN
110
Advisory Services Network
Georgia
$840 -$599 -13 -27%
WT
111
Whittier Trust
California
$595 – – –
MA
112
Montag & Associates
Georgia
$480 -$2.54K -55 -73%
AWM
113
Avior Wealth Management
Nebraska
$480 – – –
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$453 – – –
IRAG
115
Investment Research & Advisory Group
Georgia
$365 – – –
SPIA
116
Steward Partners Investment Advisory
New York
$360 – – –
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210 +$415 +9 New
EBA
118
Eagle Bay Advisors
New York
$180 – – –
TFP
119
Tilia Fiduciary Partners
North Carolina
$156 – – –
BWA
120
BDO Wealth Advisors
Florida
$108 +$230 +5 New
JWM
121
Janiczek Wealth Management
Colorado
$62 – – –
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$31 +$27.1K +589 +83%
SS
123
Sunbelt Securities
Texas
$25 +$46 +1 New
AWM
124
AllSquare Wealth Management
New York
$13 – – –
EAM
125
Eukles Asset Management
Ohio
$1 – – –
3 4
5
6 7

BIRD Hedge Fund Activity: Q1 2023 in Review

125 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2023, worth a combined $45M — down 57% from $104M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BIRD and 20 opened new positions — a net loss of 25 holders — while 29 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $15.9M. The largest seller was Bank of America, cutting an estimated $6.97M.

  • 125 institutional investors held Smartbird Inc (BIRD) as of Q1 2023, down from 152 in Q4 2022.
  • Funds reported $45M of Smartbird Inc stock for Q1 2023, down 57% quarter-over-quarter.
  • 20 funds opened new Smartbird Inc positions in Q1 2023 and 45 closed out, a net change of -25 holders.
  • The largest Smartbird Inc buyer in Q1 2023 was Fidelity Investments, an estimated $15.9M added.
  • The largest Smartbird Inc seller in Q1 2023 was Bank of America, an estimated $6.97M sold.

Based on aggregated 13F filings for Q1 2023.