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Smartbird Inc

53 hedge funds and large institutions have $9.81M invested in Smartbird Inc in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $147K | Put options by funds: $90K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more funds holding

Funds holding: 5053 (+3)

0.45% more ownership

Funds ownership: 25.66%26.11% (+0.45%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

39% less capital invested

Capital invested by funds: $16.2M → $9.81M (-$6.36M)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
11
Closed
9
Calls
$147K
Puts
$90K
Net Calls
+$57K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.07M -$566 -63 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62M -$204K -22,640 -9%
Millennium Management
3
Millennium Management
New York
$444K -$62.6K -6,960 -10%
BlackRock
4
BlackRock
New York
$436K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$376K +$4.26K +474 +0.9%
Jacobs Levy Equity Management
6
Jacobs Levy Equity Management
New Jersey
$296K +$277K +30,791 +262%
GCP
7
GSA Capital Partners
United Kingdom
$284K +$366K +40,744 New
State Street
8
State Street
Massachusetts
$137K +$16.5K +1,837 +10%
Invesco
9
Invesco
Georgia
$125K -$1.08K -120 -0.7%
Two Sigma Investments
10
Two Sigma Investments
New York
$111K -$45.8K -5,092 -24%
UBS Group
11
UBS Group
Switzerland
$109K +$140K +15,588 +14,568%
Jane Street
12
Jane Street
New York
$104K +$134K +14,892 New
AL
13
Arnhold LLC
New York
$91.1K -$5.17K -575 -4%
CCM
14
Coldstream Capital Management
Washington
$78.8K +$468 +52 +0.5%
Northern Trust
15
Northern Trust
Illinois
$77.7K
Goldman Sachs
16
Goldman Sachs
New York
$76.9K +$99.2K +11,028 New
CSS
17
Cubist Systematic Strategies
Connecticut
$69.7K +$89.9K +10,000 New
AF
18
Allworth Financial
California
$61.1K
PLU
19
Performa Ltd (US)
South Carolina
$57.2K +$28.8K +3,200 +64%
JP Morgan Chase
20
JP Morgan Chase
New York
$43.4K +$35.2K +3,919 +169%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$31K -$180 -20 -0.4%
Morgan Stanley
22
Morgan Stanley
New York
$30.3K +$10.9K +1,216 +39%
PAS
23
Point72 Asia (Singapore)
Singapore
$23.9K +$30.8K +3,429 New
Group One Trading
24
Group One Trading
Illinois
$15K -$5.39K -600 -22%
TRCT
25
Tower Research Capital (TRC)
New York
$8.02K -$51K -5,674 -83%

BIRD Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q4 2024, worth a combined $9.81M — down 39% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIRD positions and 9 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $366K. The largest seller was Snowden Capital Advisors, exiting entirely with an estimated $301K sold.

  • 53 institutional investors held Smartbird Inc (BIRD) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $9.81M of Smartbird Inc stock for Q4 2024, down 39% quarter-over-quarter.
  • 12 funds opened new Smartbird Inc positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest Smartbird Inc buyer in Q4 2024 was GSA Capital Partners, an estimated $366K added.
  • The largest Smartbird Inc seller in Q4 2024 was Snowden Capital Advisors, an estimated $301K sold.

Based on aggregated 13F filings for Q4 2024.