Smartbird Inc
BIRD
50 hedge funds and large institutions have $16.2M invested in Smartbird Inc in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 60 closing their positions.
24.21% more ownership
Funds ownership: 1.46% → 25.66% (+24%)
3% more capital invested
Capital invested by funds: $15.7M → $16.2M (+$473K)
26% less call options, than puts
Call options by funds: $270K | Put options by funds: $364K
54% less funds holding
Funds holding: 109 → 50 (-59)
59% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 22
97% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.78M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$148K |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$129K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$63.3K |
| 5 |
PLU
Performa Ltd (US)
Charleston,
South Carolina
|
+$18.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$624K |
| 2 |
Two Sigma Advisers
New York
|
-$412K |
| 3 |
Goldman Sachs
New York
|
-$396K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$349K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Empower Advisory Group
Greenwood Village,
Colorado
| – | -$5.01K | -501 | Closed |
|
|
NA
102
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5K | -500 | Closed |
|
103
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$2.48K | -248 | Closed |
|
|
WIM
104
Westside Investment Management
Santa Monica,
California
| – | -$463 | -46 | Closed |
|
105
New York State Common Retirement Fund
Albany,
New York
| – | -$388 | -39 | Closed |
|
|
FCA
106
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$50 | -5 | Closed |
|
|
APW
107
Atlantic Private Wealth
Chapel Hill,
North Carolina
| – | -$25 | -3 | Closed |
|
|
AWM
108
AllSquare Wealth Management
Albany,
New York
| – | -$6 | -1 | Closed |
|
109
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$7 | -1 | Closed |
|
110
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5 | -1 | Closed |
|
|
EAM
111
Eukles Asset Management
Cincinnati,
Ohio
| – | -$1 | – | – |
|
|
SA
112
Scarborough Advisors
Annapolis,
Maryland
| – | -$2 | – | – |
|
BIRD Hedge Fund Activity: Q3 2024 in Review
50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2024, worth a combined $16.2M — up 3% from $15.7M a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of BIRD and 2 opened new positions — a net loss of 58 holders — while 22 trimmed existing stakes and 9 added.
The largest buyer was Fidelity Investments, adding an estimated $1.78M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $624K sold.
- 50 institutional investors held Smartbird Inc (BIRD) as of Q3 2024, down from 109 in Q2 2024.
- Funds reported $16.2M of Smartbird Inc stock for Q3 2024, up 3% quarter-over-quarter.
- 2 funds opened new Smartbird Inc positions in Q3 2024 and 60 closed out, a net change of -58 holders.
- The largest Smartbird Inc buyer in Q3 2024 was Fidelity Investments, an estimated $1.78M added.
- The largest Smartbird Inc seller in Q3 2024 was Mercer Global Advisors, an estimated $624K sold.
Based on aggregated 13F filings for Q3 2024.