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Smartbird Inc
BIRD

154 hedge funds and large institutions have $151M invested in Smartbird Inc in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $1.23M

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

4% more funds holding

Funds holding: 148 → 154 (+6)

0.06% more ownership

Funds ownership: 2.59% → 2.65% (+0.06%)

21% less capital invested

Capital invested by funds: $191M → $151M (-$40M)

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
55
Reduced
32
Closed
25
Calls
$4.42M
Puts
$1.23M
Net Calls
+$3.19M
Net Calls Change
-$602M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.86M
2
Bank of America
Bank of America
North Carolina
+$3.86M
3
Millennium Management
Millennium Management
New York
+$3.09M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.37M
5
JGC
J. Goldman & Co
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.71M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.22M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.41M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
126
Pacific Center for Financial Services
California
$8K – – –
DFCM
127
Dark Forest Capital Management
Puerto Rico
$6K -$2.56K -29 -24%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
MA
129
Montag & Associates
Georgia
$5K – – –
GRP
130
Global Retirement Partners
California
$5K +$1.33K +15 +26%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$5K +$6.72K +76 New
CWC
132
Carolinas Wealth Consulting
North Carolina
$4K +$5.57K +63 New
CA
133
Clearstead Advisors
Ohio
$3K – – –
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
SBL
135
Sargent Bickham Lagudis
Colorado
$2K – – –
SPIA
136
Steward Partners Investment Advisory
New York
$2K – – –
US Bancorp
137
US Bancorp
Minnesota
$2K – – –
WTA
138
Washington Trust Advisors
Massachusetts
$2K – – –
WT
139
Whittier Trust
California
$2K +$2.21K +25 New
GC
140
Gould Capital
Washington
$1K – – –
AIP
141
Almanack Investment Partners
Pennsylvania
$1K +$1.24K +14 New
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.33K +15 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$36 +$52K +588 New
PI
144
PFS Investments
Georgia
$34 +$3.18K +36 +7%
WIM
145
Westside Investment Management
California
$2 – – –
Lord, Abbett & Co
146
Lord, Abbett & Co
New Jersey
– -$5.71M -72,627 Closed
Capital World Investors
147
Capital World Investors
California
– -$1.47M -18,755 Closed
Fidelity International
148
Fidelity International
Bermuda
– -$995K -12,655 Closed
Norges Bank
149
Norges Bank
Norway
– -$949K -12,069 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
– -$686K -8,726 Closed
3 4 5
6
7

BIRD Hedge Fund Activity: Q3 2022 in Review

154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q3 2022, worth a combined $151M — down 21% from $191M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BIRD positions and 25 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.86M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.71M sold.

  • 154 institutional investors held Smartbird Inc (BIRD) as of Q3 2022, up from 148 in Q2 2022.
  • Funds reported $151M of Smartbird Inc stock for Q3 2022, down 21% quarter-over-quarter.
  • 31 funds opened new Smartbird Inc positions in Q3 2022 and 25 closed out, a net change of +6 holders.
  • The largest Smartbird Inc buyer in Q3 2022 was Bank of New York Mellon, an estimated $9.86M added.
  • The largest Smartbird Inc seller in Q3 2022 was Lord, Abbett & Co, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.