1stdibs.com
DIBS
85 hedge funds and large institutions have $106M invested in 1stdibs.com in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 12 closing their positions.
2,243% more call options, than puts
Call options by funds: $3.58M | Put options by funds: $153K
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
8% more funds holding
Funds holding: 79 → 85 (+6)
0.42% more ownership
Funds ownership: 53.31% → 53.72% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less capital invested
Capital invested by funds: $129M → $106M (-$23.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
2C
272 Capital
Dallas,
Texas
|
+$1.67M |
| 2 |
MC
Metavasi Capital
Larchmont,
New York
|
+$1.62M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.39M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$699K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
ThornTree Capital Partners
Boston,
Massachusetts
|
-$4.12M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$597K |
| 3 |
AP
AlpInvest Partners
Amsterdam,
Netherlands
|
-$427K |
| 4 |
CM
Caption Management
Oklahoma City,
Oklahoma
|
-$383K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$346K |
DIBS Hedge Fund Activity: Q4 2022 in Review
85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q4 2022, worth a combined $106M — down 18% from $129M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DIBS positions and 12 closed out — a net gain of 7 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was 272 Capital, opening a new position worth an estimated $1.67M. The largest seller was ThornTree Capital Partners, exiting entirely with an estimated $4.12M sold.
- 85 institutional investors held 1stdibs.com (DIBS) as of Q4 2022, up from 79 in Q3 2022.
- Funds reported $106M of 1stdibs.com stock for Q4 2022, down 18% quarter-over-quarter.
- 19 funds opened new 1stdibs.com positions in Q4 2022 and 12 closed out, a net change of +7 holders.
- The largest 1stdibs.com buyer in Q4 2022 was 272 Capital, an estimated $1.67M added.
- The largest 1stdibs.com seller in Q4 2022 was ThornTree Capital Partners, an estimated $4.12M sold.
Based on aggregated 13F filings for Q4 2022.