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Smartbird Inc

109 hedge funds and large institutions have $15.7M invested in Smartbird Inc in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

12% more funds holding

Funds holding: 97109 (+12)

0% more call options, than puts

Call options by funds: $40K | Put options by funds: $40K

0.36% less ownership

Funds ownership: 1.82%1.46% (-0.36%)

40% less capital invested

Capital invested by funds: $26M → $15.7M (-$10.3M)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
16
Reduced
32
Closed
17
Calls
$40K
Puts
$40K
Net Calls
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$50 +$61 +5 New
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$35
APW
103
Atlantic Private Wealth
North Carolina
$25
JWM
104
Janiczek Wealth Management
Colorado
$25
NB
105
NBT Bank
New York
$25
SS
106
Sunbelt Securities
Texas
$10
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$7 -$37 -3 -75%
AWM
108
AllSquare Wealth Management
New York
$6
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$5 +$12 +1 New
SA
110
Scarborough Advisors
Maryland
$2
EAM
111
Eukles Asset Management
Ohio
$1
OMC
112
Oasis Management Company
Cayman Islands
-$1.74M -125,277 Closed
N
113
Nuveen
North Carolina
-$419K -30,189 Closed
BCM
114
Bridgeway Capital Management
Texas
-$389K -28,055 Closed
Baillie Gifford & Co
115
Baillie Gifford & Co
United Kingdom
-$370K -26,625 Closed
Charles Schwab
116
Charles Schwab
California
-$160K -11,544 Closed
DIM
117
DC Investments Management
Virginia
-$44.9K -3,234 Closed
AIG
118
American International Group
New York
-$33.1K -2,386 Closed
SG Americas Securities
119
SG Americas Securities
New York
-$31K -2,235 Closed
AL
120
Aspiriant LLC
California
-$23.7K -1,707 Closed
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
-$19K -1,299 Closed
CBFP
122
Cedar Brook Financial Partners
Ohio
-$7.39K -532 Closed
California State Teachers Retirement System (CalSTRS)
123
California State Teachers Retirement System (CalSTRS)
California
-$6.76K -487 Closed
Legal & General Group
124
Legal & General Group
United Kingdom
-$6.38K -459 Closed
AIP
125
Ameritas Investment Partners
Nebraska
-$4.91K -354 Closed

BIRD Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2024, worth a combined $15.7M — down 40% from $26M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BIRD positions and 17 closed out — a net gain of 12 holders — while 16 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.11M. The largest seller was BlackRock, cutting an estimated $3.1M.

  • 109 institutional investors held Smartbird Inc (BIRD) as of Q2 2024, up from 97 in Q1 2024.
  • Funds reported $15.7M of Smartbird Inc stock for Q2 2024, down 40% quarter-over-quarter.
  • 29 funds opened new Smartbird Inc positions in Q2 2024 and 17 closed out, a net change of +12 holders.
  • The largest Smartbird Inc buyer in Q2 2024 was Fidelity Investments, an estimated $1.11M added.
  • The largest Smartbird Inc seller in Q2 2024 was BlackRock, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.