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BRD

Beard Energy Transition Acquisition Corp.

Delisted

BRD was delisted on the 11th of December, 2023.

26 hedge funds and large institutions have $68.4M invested in Beard Energy Transition Acquisition Corp. in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

63% less funds holding

Funds holding: 7026 (-44)

71% less capital invested

Capital invested by funds: $237M → $68.4M (-$169M)

86% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 50

Holders
26
Holders Change
-44
Holders Change %
-62.86%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
4
Reduced
8
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1
Spartan Fund Management
Canada
$9.08M +$7.59M +727,459 +539%
FTCM
2
Fir Tree Capital Management
New York
$7.34M +$6.27M +600,818 +618%
WCMNY
3
Westchester Capital Management (New York)
New York
$6.91M +$6.86M +657,042 New
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.83M
UOC
5
UBS O'Connor
Illinois
$4.92M -$112K -10,725 -2%
WAM
6
Wolverine Asset Management
Illinois
$4.37M +$4.34M +416,236 New
AC
7
Aristeia Capital
Connecticut
$3.68M
SCM
8
Saba Capital Management
New York
$3.61M -$15M -1,436,029 -81%
LA
9
Linden Advisors
New York
$3.15M
SCM
10
Shaolin Capital Management
Florida
$2.63M -$5.74M -550,000 -69%
PC
11
Periscope Capital
Ontario, Canada
$2.63M -$5.95M -569,979 -70%
AA
12
AQR Arbitrage
Connecticut
$2.62M -$3.31M -317,610 -56%
KL
13
KIM LLC
Kansas
$2.36M -$5.22M -500,000 -69%
Hudson Bay Capital Management
14
Hudson Bay Capital Management
Connecticut
$2.36M
MSU
15
Mizuho Securities USA
New York
$1.67M +$1.67M +159,562 New
Walleye Capital
16
Walleye Capital
New York
$1.01M +$334K +32,027 +50%
AR
17
Advisory Research
Illinois
$975K
Walleye Trading
18
Walleye Trading
New York
$568K +$188K +18,016 +50%
KIM
19
Karpus Investment Management
New York
$441K
WRBC
20
W.R. Berkley Corp
Connecticut
$364K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$359K +$346K +33,193 New
FSI
22
Flow State Investments
Illinois
$263K +$261K +25,000 New
LCS
23
Levin Capital Strategies
New York
$210K +$209K +20,000 New
Morgan Stanley
24
Morgan Stanley
New York
$33.1K -$1.17K -112 -3%
WMSA
25
Weiss Multi-Strategy Advisers
New York
$1K -$6.76K -648 -3%

BRD Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Beard Energy Transition Acquisition Corp. (BRD) for Q2 2023, worth a combined $68.4M — down 71% from $237M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BRD and 7 opened new positions — a net loss of 43 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Spartan Fund Management, adding an estimated $7.59M. The largest seller was Saba Capital Management, cutting an estimated $15M.

  • 26 institutional investors held Beard Energy Transition Acquisition Corp. (BRD) as of Q2 2023, down from 70 in Q1 2023.
  • Funds reported $68.4M of Beard Energy Transition Acquisition Corp. stock for Q2 2023, down 71% quarter-over-quarter.
  • 7 funds opened new Beard Energy Transition Acquisition Corp. positions in Q2 2023 and 50 closed out, a net change of -43 holders.
  • The largest Beard Energy Transition Acquisition Corp. buyer in Q2 2023 was Spartan Fund Management, an estimated $7.59M added.
  • The largest Beard Energy Transition Acquisition Corp. seller in Q2 2023 was Saba Capital Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2023.