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Smartbird Inc
BIRD

152 hedge funds and large institutions have $104M invested in Smartbird Inc in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

0.42% less ownership

Funds ownership: 2.65% → 2.23% (-0.42%)

1% less funds holding

Funds holding: 154 → 152 (-2)

31% less capital invested

Capital invested by funds: $151M → $104M (-$46.9M)

37% less call options, than puts

Call options by funds: $370K | Put options by funds: $588K

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
44
Reduced
41
Closed
30
Calls
$370K
Puts
$588K
Net Calls
-$218K
Net Calls Change
-$3.4M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$3.96M
2
TGM
Tenzing Global Management
California
+$3.22M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.42M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.24M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
JSP
Jackson Square Partners
California
-$10.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.39M
3
Millennium Management
Millennium Management
New York
-$5.38M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$4.31M
5
Franklin Resources
Franklin Resources
California
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
126
Carolinas Wealth Consulting
North Carolina
$3.07K – – –
ADL
127
Asset Dedication LLC
California
$3K +$3.22K +55 +1,833%
TWA
128
TCI Wealth Advisors
Arizona
$3K +$3.63K +62 New
ASN
129
Advisory Services Network
Georgia
$2.31K +$2.81K +48 New
US Bancorp
130
US Bancorp
Minnesota
$1.96K – – –
WTA
131
Washington Trust Advisors
Massachusetts
$1.32K – – –
SBL
132
Sargent Bickham Lagudis
Colorado
$1.21K – – –
WT
133
Whittier Trust
California
$1.21K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1.21K +$586 +10 +67%
GC
135
Gould Capital
Washington
$968 – – –
AWM
136
Avior Wealth Management
Nebraska
$968 +$1.17K +20 New
LWANC
137
Laurel Wealth Advisors (North Carolina)
North Carolina
$913 -$1.11K -19 -50%
EE
138
EWG Elevate
California
$891 +$1.05K +18 New
Federated Hermes
139
Federated Hermes
Pennsylvania
$871 +$1.05K +18 New
IRAG
140
Investment Research & Advisory Group
Georgia
$736 +$879 +15 New
SPIA
141
Steward Partners Investment Advisory
New York
$726 -$879 -15 -50%
EBA
142
Eagle Bay Advisors
New York
$363 – – –
TFP
143
Tilia Fiduciary Partners
North Carolina
$315 – – –
Dimensional Fund Advisors
144
Dimensional Fund Advisors
Texas
$179 +$216K +3,692 New
JWM
145
Janiczek Wealth Management
Colorado
$126 – – –
BC
146
Burleson & Co
California
$73 – – –
AWM
147
AllSquare Wealth Management
New York
$27 – – –
WIM
148
Westside Investment Management
California
$2 – – –
JSP
149
Jackson Square Partners
California
– -$10.3M -169,796 Closed
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
– -$4.31M -70,821 Closed
4 5
6
7 8

BIRD Hedge Fund Activity: Q4 2022 in Review

152 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2022, worth a combined $104M — down 31% from $151M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BIRD positions and 30 closed out — a net gain of 4 holders — while 44 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.96M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $10.3M sold.

  • 152 institutional investors held Smartbird Inc (BIRD) as of Q4 2022, down from 154 in Q3 2022.
  • Funds reported $104M of Smartbird Inc stock for Q4 2022, down 31% quarter-over-quarter.
  • 34 funds opened new Smartbird Inc positions in Q4 2022 and 30 closed out, a net change of +4 holders.
  • The largest Smartbird Inc buyer in Q4 2022 was Citadel Advisors, an estimated $3.96M added.
  • The largest Smartbird Inc seller in Q4 2022 was Jackson Square Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.