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Smartbird Inc

148 hedge funds and large institutions have $191M invested in Smartbird Inc in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

37,872% more call options, than puts

Call options by funds: $607M | Put options by funds: $1.6M

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

15% more funds holding

Funds holding: 129148 (+19)

0.01% more ownership

Funds ownership: 2.58%2.59% (+0.01%)

24% less capital invested

Capital invested by funds: $250M → $191M (-$59.2M)

Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
38
Reduced
26
Closed
33
Calls
$607M
Puts
$1.6M
Net Calls
+$605M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Montag & Associates
Georgia
$6K +$7.57K +75 New
GRP
127
Global Retirement Partners
California
$5K
CA
128
Clearstead Advisors
Ohio
$4K
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
US Bancorp
130
US Bancorp
Minnesota
$3K
SPIA
131
Steward Partners Investment Advisory
New York
$2K -$606 -6 -17%
GC
132
Gould Capital
Washington
$2K
SBL
133
Sargent Bickham Lagudis
Colorado
$2K
WTA
134
Washington Trust Advisors
Massachusetts
$2K
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$1K
TFP
136
Tilia Fiduciary Partners
North Carolina
$1K
TFA
137
Toth Financial Advisory
Virginia
$1K
IRAG
138
Investment Research & Advisory Group
Georgia
$1K +$1.51K +15 New
EBA
139
Eagle Bay Advisors
New York
$590 +$808 +8 New
WIM
140
Westside Investment Management
California
$3 +$4.64K +46 New
HRCM
141
Hood River Capital Management
Florida
-$2.64M -21,936 Closed
HF
142
HRT Financial
New York
-$1.75M -14,534 Closed
SAM
143
Soviero Asset Management
New York
-$1.5M -12,500 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
-$866K -6,709 Closed
Squarepoint
145
Squarepoint
New York
-$692K -5,756 Closed
TC
146
TwinBeech Capital
New York
-$674K -5,608 Closed
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
-$645K -5,367 Closed
ECM
148
ExodusPoint Capital Management
New York
-$569K -4,732 Closed
HLA
149
Hamilton Lane Advisors
Pennsylvania
-$545K -4,530 Closed
JF
150
Jump Financial
Illinois
-$484K -4,024 Closed

BIRD Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q2 2022, worth a combined $191M — down 24% from $250M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BIRD positions and 33 closed out — a net gain of 19 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $25.8M.

  • 148 institutional investors held Smartbird Inc (BIRD) as of Q2 2022, up from 129 in Q1 2022.
  • Funds reported $191M of Smartbird Inc stock for Q2 2022, down 24% quarter-over-quarter.
  • 52 funds opened new Smartbird Inc positions in Q2 2022 and 33 closed out, a net change of +19 holders.
  • The largest Smartbird Inc buyer in Q2 2022 was Vanguard Group, an estimated $34.4M added.
  • The largest Smartbird Inc seller in Q2 2022 was Fidelity Investments, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2022.