1stdibs.com
DIBS
80 hedge funds and large institutions have $84.2M invested in 1stdibs.com in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 14 closing their positions.
1,198% more call options, than puts
Call options by funds: $597K | Put options by funds: $46K
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
0.28% more ownership
Funds ownership: 53.72% → 54% (+0.28%)
6% less funds holding
Funds holding: 85 → 80 (-5)
20% less capital invested
Capital invested by funds: $106M → $84.2M (-$21.6M)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMO
Beck Mack & Oliver
New York
|
+$1.91M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$938K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$775K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$615K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glynn Capital Management
Menlo Park,
California
|
-$1.84M |
| 2 |
MC
Metavasi Capital
Larchmont,
New York
|
-$1.37M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$779K |
| 4 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
-$712K |
| 5 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$541K |
DIBS Hedge Fund Activity: Q1 2023 in Review
80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q1 2023, worth a combined $84.2M — down 20% from $106M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of DIBS and 9 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 32 added.
The largest buyer was Beck Mack & Oliver, adding an estimated $1.91M. The largest seller was Glynn Capital Management, cutting an estimated $1.84M.
- 80 institutional investors held 1stdibs.com (DIBS) as of Q1 2023, down from 85 in Q4 2022.
- Funds reported $84.2M of 1stdibs.com stock for Q1 2023, down 20% quarter-over-quarter.
- 9 funds opened new 1stdibs.com positions in Q1 2023 and 14 closed out, a net change of -5 holders.
- The largest 1stdibs.com buyer in Q1 2023 was Beck Mack & Oliver, an estimated $1.91M added.
- The largest 1stdibs.com seller in Q1 2023 was Glynn Capital Management, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2023.