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Smartbird Inc
BIRD

97 hedge funds and large institutions have $26M invested in Smartbird Inc in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 2% → 1.82% (-0.18%)

7% less call options, than puts

Call options by funds: $87K | Put options by funds: $94K

11% less funds holding

Funds holding: 109 → 97 (-12)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

47% less capital invested

Capital invested by funds: $49.1M → $26M (-$23.2M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
97
Holders Change
-12
Holders Change %
-11.01%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
27
Closed
18
Calls
$87K
Puts
$94K
Net Calls
-$7K
Net Calls Change
-$42K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$206K
2
Mariner
Mariner
Kansas
+$136K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$49.9K
4
Renaissance Technologies
Renaissance Technologies
New York
+$34.4K
5
AAS
Avantax Advisory Services
Texas
+$30.5K

Top Sellers

Rank Fund Capital Flow
1
LWM
Laidlaw Wealth Management
New York
-$751K
2
Citadel Advisors
Citadel Advisors
Florida
-$479K
3
Morgan Stanley
Morgan Stanley
New York
-$431K
4
Two Sigma Investments
Two Sigma Investments
New York
-$344K
5
BlackRock
BlackRock
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
101
Needham Investment Management
New York
– -$61.3K -2,500 Closed
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
– -$30.8K -1,257 Closed
WC
103
Wexford Capital
Florida
– -$24.7K -1,010 Closed
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$20.4K -834 Closed
GS
105
GTS Securities
New York
– -$16.5K -674 Closed
SRL
106
Scientech Research LLC
New Jersey
– -$15.7K -640 Closed
Principal Financial Group
107
Principal Financial Group
Iowa
– -$14.9K -607 Closed
CF
108
Centaurus Financial
California
– -$14K -565 Closed
Neuberger Berman Group
109
Neuberger Berman Group
New York
– -$12.7K -520 Closed
IA
110
Insight Advisors
Pennsylvania
– -$12.6K -516 Closed
GI
111
GAMCO Investors
Connecticut
– -$12.3K -500 Closed
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
– -$5.69K -232 Closed
GRP
113
Global Retirement Partners
California
– -$2.12K -107 Closed
FWM
114
Focused Wealth Management
New York
– -$2.45K -100 Closed
ASN
115
Advisory Services Network
Georgia
– -$368 -15 Closed
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
– -$66 -3 Closed
1 2 3 4
5

BIRD Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2024, worth a combined $26M — down 47% from $49.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BIRD and 8 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 23 added.

The largest buyer was Invesco, adding an estimated $206K. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $751K sold.

  • 97 institutional investors held Smartbird Inc (BIRD) as of Q1 2024, down from 109 in Q4 2023.
  • Funds reported $26M of Smartbird Inc stock for Q1 2024, down 47% quarter-over-quarter.
  • 8 funds opened new Smartbird Inc positions in Q1 2024 and 18 closed out, a net change of -10 holders.
  • The largest Smartbird Inc buyer in Q1 2024 was Invesco, an estimated $206K added.
  • The largest Smartbird Inc seller in Q1 2024 was Laidlaw Wealth Management, an estimated $751K sold.

Based on aggregated 13F filings for Q1 2024.