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Smartbird Inc
BIRD

109 hedge funds and large institutions have $49.1M invested in Smartbird Inc in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

34% more call options, than puts

Call options by funds: $138K | Put options by funds: $103K

17% more capital invested

Capital invested by funds: $42.1M → $49.1M (+$6.98M)

0.09% more ownership

Funds ownership: 1.91% → 2% (+0.09%)

12% less funds holding

Funds holding: 124 → 109 (-15)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
109
Holders Change
-15
Holders Change %
-12.1%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
21
Closed
31
Calls
$138K
Puts
$103K
Net Calls
+$35K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
LWM
Laidlaw Wealth Management
New York
+$605K
2
Morgan Stanley
Morgan Stanley
New York
+$491K
3
Citadel Advisors
Citadel Advisors
Florida
+$461K
4
BlackRock
BlackRock
New York
+$415K
5
BCM
Bridgeway Capital Management
Texas
+$406K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
-$278K
2
TC
TwinBeech Capital
New York
-$255K
3
Two Sigma Investments
Two Sigma Investments
New York
-$250K
4
Federated Hermes
Federated Hermes
Pennsylvania
-$155K
5
Renaissance Technologies
Renaissance Technologies
New York
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$215 – – –
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$86 +$79 +4 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$66 +$59 +3 New
JWM
104
Janiczek Wealth Management
Colorado
$62 – – –
APW
105
Atlantic Private Wealth
North Carolina
$61 -$868 -44 -94%
NB
106
NBT Bank
New York
$61 +$59 +3 New
SS
107
Sunbelt Securities
Texas
$26 – – –
AWM
108
AllSquare Wealth Management
New York
$13 – – –
SA
109
Scarborough Advisors
Maryland
$4 – – –
EAM
110
Eukles Asset Management
Ohio
$1 – – –
TC
111
TwinBeech Capital
New York
– -$255K -11,496 Closed
Federated Hermes
112
Federated Hermes
Pennsylvania
– -$155K -7,000 Closed
FA
113
Fountainhead AM
New Jersey
– -$91.1K -4,101 Closed
Millennium Management
114
Millennium Management
New York
– -$63.3K -2,853 Closed
MIM
115
MetLife Investment Management
New Jersey
– -$62.3K -2,807 Closed
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
– -$55.5K -2,500 Closed
AQR Capital Management
117
AQR Capital Management
Connecticut
– -$49.1K -2,212 Closed
CSS
118
Cubist Systematic Strategies
Connecticut
– -$48.2K -2,171 Closed
PTP
119
Platform Technology Partners
New York
– -$47.7K -2,150 Closed
EGM
120
Engineers Gate Manager
New York
– -$44.8K -2,017 Closed
AFS
121
AFG Fiduciary Services
Massachusetts
– -$36.2K -2,000 Closed
Deutsche Bank
122
Deutsche Bank
Germany
– -$39.9K -1,797 Closed
Marshall Wace
123
Marshall Wace
United Kingdom
– -$34K -1,530 Closed
F1I
124
Fund 1 Investments
Puerto Rico
– -$33.6K -1,515 Closed
HCM
125
Hollencrest Capital Management
California
– -$33.3K -1,500 Closed
2 3 4
5
6

BIRD Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2023, worth a combined $49.1M — up 17% from $42.1M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BIRD and 16 opened new positions — a net loss of 15 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was Laidlaw Wealth Management, opening a new position worth an estimated $605K. The largest seller was Two Sigma Advisers, cutting an estimated $278K.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $49.1M of Smartbird Inc stock for Q4 2023, up 17% quarter-over-quarter.
  • 16 funds opened new Smartbird Inc positions in Q4 2023 and 31 closed out, a net change of -15 holders.
  • The largest Smartbird Inc buyer in Q4 2023 was Laidlaw Wealth Management, an estimated $605K added.
  • The largest Smartbird Inc seller in Q4 2023 was Two Sigma Advisers, an estimated $278K sold.

Based on aggregated 13F filings for Q4 2023.