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Smartbird Inc

129 hedge funds and large institutions have $250M invested in Smartbird Inc in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,062% more call options, than puts

Call options by funds: $931M | Put options by funds: $6.14M

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

34% more funds holding

Funds holding: 96129 (+33)

4.36% less ownership

Funds ownership: 6.94%2.58% (-4.4%)

52% less capital invested

Capital invested by funds: $521M → $250M (-$271M)

Holders
129
Holders Change
+33
Holders Change %
+34.38%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
35
Reduced
16
Closed
26
Calls
$931M
Puts
$6.14M
Net Calls
+$925M
Net Calls Change
-$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
126
Lombard Odier Asset Management (Europe)
United Kingdom
-$3.72M -12,335 Closed
GGHC
127
Gilder Gagnon Howe & Co
New York
-$2.92M -9,689 Closed
Alyeska Investment Group
128
Alyeska Investment Group
Illinois
-$2.71M -8,970 Closed
RCW
129
Rheos Capital Works
Japan
-$2.19M -7,250 Closed
Principal Financial Group
130
Principal Financial Group
Iowa
-$1.92M -6,355 Closed
NCGI
131
Next Century Growth Investors
Minnesota
-$1.58M -5,257 Closed
RCMU
132
Rokos Capital Management (UK)
United Kingdom
-$1.09M -3,500 Closed
Deutsche Bank
133
Deutsche Bank
Germany
-$700K -2,321 Closed
LCM
134
Laurion Capital Management
New York
-$547K -1,815 Closed
DKCM
135
Davidson Kempner Capital Management
New York
-$498K -1,650 Closed
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
-$467K -1,548 Closed
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
-$385K -1,277 Closed
ZP
138
Zimmer Partners
New York
-$317K -1,050 Closed
CCMW
139
Cypress Capital Management (Wyoming)
Wyoming
-$276K -914 Closed
PHK
140
Point72 Hong Kong
Hong Kong
-$162K -538 Closed
SM
141
SG3 Management
Puerto Rico
-$113K -375 Closed
RDFA
142
Ritter Daniher Financial Advisory
Ohio
-$30K -100 Closed
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
-$23K -75 Closed
HWA
144
Heritage Wealth Advisors
Virginia
-$5K -15 Closed
TWM
145
Tradition Wealth Management
Minnesota
-$4K -13 Closed
JWA
146
JFS Wealth Advisors
Pennsylvania
-$3K -10 Closed
EBA
147
Eagle Bay Advisors
New York
-$2K -8 Closed
S
148
SignatureFD
Georgia
-$1K -4 Closed
AWM
149
AllSquare Wealth Management
New York
+$197 +1 New
BC
150
Burleson & Co
California
+$197 +1 +100%

BIRD Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2022, worth a combined $250M — down 52% from $521M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BIRD positions and 26 closed out — a net gain of 34 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, adding an estimated $30.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $88.6M.

  • 129 institutional investors held Smartbird Inc (BIRD) as of Q1 2022, up from 96 in Q4 2021.
  • Funds reported $250M of Smartbird Inc stock for Q1 2022, down 52% quarter-over-quarter.
  • 60 funds opened new Smartbird Inc positions in Q1 2022 and 26 closed out, a net change of +34 holders.
  • The largest Smartbird Inc buyer in Q1 2022 was Franklin Resources, an estimated $30.1M added.
  • The largest Smartbird Inc seller in Q1 2022 was T. Rowe Price Associates, an estimated $88.6M sold.

Based on aggregated 13F filings for Q1 2022.