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386 hedge funds and large institutions have $10.9B invested in Samsara in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 151 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 46

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

61% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 94

57% more capital invested

Capital invested by funds: $6.92B → $10.9B (+$3.96B)

53% more call options, than puts

Call options by funds: $243M | Put options by funds: $158M

16% more funds holding

Funds holding: 332386 (+54)

6.9% more ownership

Funds ownership: 94.08%100.98% (+6.9%)

Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
5.54%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
102
Increased
151
Reduced
94
Closed
46
Calls
$243M
Puts
$158M
Net Calls
+$84.5M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
RFG Advisory
Alabama
$618K +$14.5K +358 +3%
AWM
227
Avior Wealth Management
Nebraska
$595K +$5.92K +146 +1%
SIG
228
Stonegate Investment Group
Alabama
$592K
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$585K +$469K +11,579 New
CWM
230
CIBC World Markets
New York
$582K +$47.1K +1,162 +11%
Swedbank
231
Swedbank
Sweden
$581K +$364K +8,974 +289%
RWM
232
Ritholtz Wealth Management
New York
$580K -$433K -10,687 -47%
Lido Advisors
233
Lido Advisors
California
$577K +$486K +12,000 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$564K +$15.9K +392 +3%
AWS
235
Atria Wealth Solutions
New York
$555K -$41.9K -1,034 -8%
AIM
236
Achmea Investment Management
Netherlands
$547K +$461K +11,361 New
WSFS
237
Wilmington Savings Fund Society
Delaware
$546K +$460K +11,349 New
GCM
238
Graham Capital Management
Connecticut
$532K -$87.3K -2,155 -16%
VI
239
Versor Investments
New York
$531K -$623K -15,364 -58%
SG Americas Securities
240
SG Americas Securities
New York
$526K +$443K +10,939 New
SRL
241
Scientech Research LLC
New Jersey
$526K +$443K +10,922 New
WE
242
Wealth Effects
Massachusetts
$508K
PTC
243
Petrus Trust Company
Texas
$500K +$422K +10,400 New
MFAM
244
Motley Fool Asset Management
Virginia
$495K -$3.36K -83 -0.8%
PP
245
Paloma Partners
Connecticut
$493K +$380K +9,383 +1,092%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$493K +$59.3K +1,463 +17%
IFG
247
Independent Financial Group
California
$492K +$12.5K +309 +3%
LCM
248
Laurion Capital Management
New York
$481K +$405K +10,000 New
TCM
249
Triumph Capital Management
Colorado
$481K +$405K +10,000 New
BAMF
250
BI Asset Management Fondsmaeglerselskab
Denmark
$470K +$396K +9,770 New

IOT Hedge Fund Activity: Q3 2024 in Review

386 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q3 2024, worth a combined $10.9B — up 57% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IOT positions and 46 closed out — a net gain of 56 holders — while 151 added to existing stakes and 94 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $260M. The largest seller was General Catalyst Group Management, cutting an estimated $122M.

  • 386 institutional investors held Samsara (IOT) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $10.9B of Samsara stock for Q3 2024, up 57% quarter-over-quarter.
  • 102 funds opened new Samsara positions in Q3 2024 and 46 closed out, a net change of +56 holders.
  • The largest Samsara buyer in Q3 2024 was Baillie Gifford & Co, an estimated $260M added.
  • The largest Samsara seller in Q3 2024 was General Catalyst Group Management, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2024.