1stdibs.com
DIBS
77 hedge funds and large institutions have $107M invested in 1stdibs.com in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 13 closing their positions.
50,100% more call options, than puts
Call options by funds: $502K | Put options by funds: $1K
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
19% more capital invested
Capital invested by funds: $90.5M → $107M (+$16.9M)
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
1% more funds holding
Funds holding: 76 → 77 (+1)
3.03% less ownership
Funds ownership: 48.36% → 45.32% (-3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.49M |
| 2 |
Millennium Management
New York
|
+$1.38M |
| 3 |
Goldman Sachs
New York
|
+$807K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$745K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Alibaba Group
Causeway Bay,
Hong Kong
|
-$6.85M |
| 2 |
IHG
Insight Holdings Group
New York
|
-$2.08M |
| 3 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
-$1.81M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$496K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$345K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Macquarie Group
Sydney, NSW 2000,
Australia
| $5 | +$3.97K | +780 | New |
|
|
AG
77
Alibaba Group
Causeway Bay,
Hong Kong
| – | -$6.85M | -1,464,697 | Closed |
|
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$345K | -73,377 | Closed |
|
|
2C
79
272 Capital
Dallas,
Texas
| – | -$302K | -63,023 | Closed |
|
80
Franklin Resources
San Mateo,
California
| – | -$267K | -57,038 | Closed |
|
|
6CM
81
683 Capital Management
New York
| – | -$228K | -48,626 | Closed |
|
|
BFM
82
Boothbay Fund Management
New York
| – | -$219K | -46,896 | Closed |
|
83
D.E. Shaw & Co
New York
| – | -$73.1K | -15,628 | Closed |
|
|
XT
84
XTX Topco
George Town,
Cayman Islands
| – | -$69.4K | -14,825 | Closed |
|
85
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$64.1K | -13,700 | Closed |
|
|
AG
86
Algert Global
San Francisco,
California
| – | -$58K | -12,324 | Closed |
|
87
Bank of New York Mellon
New York
| – | -$56.5K | -12,075 | Closed |
|
88
Barclays
London,
United Kingdom
| – | -$23.8K | -5,085 | Closed |
|
89
Simplex Trading
Chicago,
Illinois
| – | -$300 | -59 | Closed |
|
DIBS Hedge Fund Activity: Q1 2024 in Review
77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q1 2024, worth a combined $107M — up 19% from $90.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DIBS positions and 13 closed out — a net gain of 2 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Alibaba Group, exiting entirely with an estimated $6.85M sold.
- 77 institutional investors held 1stdibs.com (DIBS) as of Q1 2024, up from 76 in Q4 2023.
- Funds reported $107M of 1stdibs.com stock for Q1 2024, up 19% quarter-over-quarter.
- 15 funds opened new 1stdibs.com positions in Q1 2024 and 13 closed out, a net change of +2 holders.
- The largest 1stdibs.com buyer in Q1 2024 was Morgan Stanley, an estimated $1.49M added.
- The largest 1stdibs.com seller in Q1 2024 was Alibaba Group, an estimated $6.85M sold.
Based on aggregated 13F filings for Q1 2024.