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BRD

Beard Energy Transition Acquisition Corp.
BRD

Delisted

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

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23 hedge funds and large institutions have $66.3M invested in Beard Energy Transition Acquisition Corp. in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $68.4M → $66.3M (-$2.09M)

12% less funds holding

Funds holding: 26 → 23 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
4
Reduced
2
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WRBC
W.R. Berkley Corp
Connecticut
+$2.72M
2
FTCM
First Trust Capital Management
Illinois
+$1.79M
3
WAM
Wolverine Asset Management
Illinois
+$1.62M
4
KL
KIM LLC
Kansas
+$1.38M
5
PC
Periscope Capital
Ontario, Canada
+$895K

Top Sellers

Rank Fund Capital Flow
1
SFM
Spartan Fund Management
Canada
-$6.38M
2
SCM
Shaolin Capital Management
Florida
-$2.63M
3
MSU
Mizuho Securities USA
New York
-$1.67M
4
AR
Advisory Research
Illinois
-$975K
5
FSI
Flow State Investments
Illinois
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTCM
1
Fir Tree Capital Management
New York
$7.5M – – –
WCMNY
2
Westchester Capital Management (New York)
New York
$7.06M – – –
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.99M – – –
WAM
4
Wolverine Asset Management
Illinois
$6.12M +$1.62M +152,687 +37%
UOC
5
UBS O'Connor
Illinois
$4.92M – – –
KL
6
KIM LLC
Kansas
$3.82M +$1.38M +130,000 +58%
AC
7
Aristeia Capital
Connecticut
$3.76M – – –
SCM
8
Saba Capital Management
New York
$3.7M – – –
PC
9
Periscope Capital
Ontario, Canada
$3.6M +$895K +84,505 +34%
LA
10
Linden Advisors
New York
$3.23M – – –
WRBC
11
W.R. Berkley Corp
Connecticut
$3.14M +$2.72M +257,042 +743%
SFM
12
Spartan Fund Management
Canada
$2.8M -$6.38M -602,034 -70%
AA
13
AQR Arbitrage
Connecticut
$2.68M – – –
Hudson Bay Capital Management
14
Hudson Bay Capital Management
Connecticut
$2.42M – – –
FTCM
15
First Trust Capital Management
Illinois
$1.81M +$1.79M +168,631 New
Walleye Capital
16
Walleye Capital
New York
$1.03M – – –
Walleye Trading
17
Walleye Trading
New York
$581K – – –
KIM
18
Karpus Investment Management
New York
$402K -$48.2K -4,550 -11%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$355K – – –
Verition Fund Management
20
Verition Fund Management
Connecticut
$167K +$164K +15,500 New
CAC
21
Cowen and Company
New York
$117K +$115K +10,903 New
VF
22
Virtu Financial
New York
$115K +$114K +10,731 New
UBS Group
23
UBS Group
Switzerland
$1.07K +$1.06K +100 New
SCM
24
Shaolin Capital Management
Florida
– -$2.63M -250,000 Closed
MSU
25
Mizuho Securities USA
New York
– -$1.67M -159,562 Closed
1
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BRD Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Beard Energy Transition Acquisition Corp. (BRD) for Q3 2023, worth a combined $66.3M — down 3.1% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BRD and 5 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 4 added.

The largest buyer was W.R. Berkley Corp, adding an estimated $2.72M. The largest seller was Spartan Fund Management, cutting an estimated $6.38M.

  • 23 institutional investors held Beard Energy Transition Acquisition Corp. (BRD) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $66.3M of Beard Energy Transition Acquisition Corp. stock for Q3 2023, down 3.1% quarter-over-quarter.
  • 5 funds opened new Beard Energy Transition Acquisition Corp. positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Beard Energy Transition Acquisition Corp. buyer in Q3 2023 was W.R. Berkley Corp, an estimated $2.72M added.
  • The largest Beard Energy Transition Acquisition Corp. seller in Q3 2023 was Spartan Fund Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2023.