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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.5M +$2.37M +26,772 +6%
BlackRock
2
BlackRock
New York
$19.8M +$1.21M +13,650 +4%
Bank of America
3
Bank of America
North Carolina
$10.8M +$3.86M +43,649 +33%
JSP
4
Jackson Square Partners
California
$10.3M -$1.93M -21,797 -11%
Franklin Resources
5
Franklin Resources
California
$9.38M +$5.04K +57 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$7.58M +$9.86M +111,522 +851%
Millennium Management
7
Millennium Management
New York
$5.72M +$3.09M +34,975 +59%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.29M -$154K -1,738 -2%
State Street
9
State Street
Massachusetts
$5.17M +$842K +9,522 +13%
Ameriprise
10
Ameriprise
Minnesota
$4.83M +$330K +3,730 +5%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$4.31M -$232K -2,622 -4%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$4.16M – – –
GIP
13
Granite Investment Partners
California
$3.05M +$1.22M +13,798 +38%
Northern Trust
14
Northern Trust
Illinois
$2.49M +$37.5K +424 +1%
N
15
Nuveen
North Carolina
$2.34M +$768K +8,689 +29%
Two Sigma Investments
16
Two Sigma Investments
New York
$1.8M +$1.07M +12,158 +70%
SEI Investments
17
SEI Investments
Pennsylvania
$1.72M -$102K -1,151 -4%
GCM
18
Graham Capital Management
Connecticut
$1.64M +$1.48M +16,767 +166%
JGC
19
J. Goldman & Co
New York
$1.18M +$1.71M +19,343 New
Goldman Sachs
20
Goldman Sachs
New York
$1.12M +$449K +5,078 +38%
Morgan Stanley
21
Morgan Stanley
New York
$976K -$111K -1,261 -7%
Squarepoint
22
Squarepoint
New York
$829K +$1.21M +13,630 New
TC
23
TwinBeech Capital
New York
$823K +$1.2M +13,531 New
VI
24
Versor Investments
New York
$777K +$1.13M +12,774 New
AL
25
Arnhold LLC
New York
$768K – – –
1
2 3 4 5

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.