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174 hedge funds and large institutions have $2.91B invested in Samsara in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more capital invested

Capital invested by funds: $1.56B → $2.91B (+$1.36B)

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

14% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $31.4M

12% more funds holding

Funds holding: 155174 (+19)

8.96% more ownership

Funds ownership: 99.29%108.25% (+9%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
50
Increased
60
Reduced
43
Closed
30
Calls
$35.8M
Puts
$31.4M
Net Calls
+$4.44M
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Ameritas Advisory Services
Nebraska
$45K +$36.2K +2,282 New
TRCT
152
Tower Research Capital (TRC)
New York
$44K +$2.63K +166 +8%
CG
153
Cutler Group
California
$33K -$36.9K -2,329 -58%
FIA
154
FNY Investment Advisers
New York
$32K +$26.2K +1,650 New
Macquarie Group
155
Macquarie Group
Australia
$29K -$14.5K -916 -38%
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$23.9K +$19.2K +1,210 New
US Bancorp
157
US Bancorp
Minnesota
$22.2K +$1.28K +81 +8%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K
MA
159
Montag & Associates
Georgia
$19.7K
BAM
160
Belpointe Asset Management
Nevada
$11.6K
PMFA
161
Plante Moran Financial Advisors
Michigan
$10.8K -$4.76K -300 -35%
S
162
SignatureFD
Georgia
$10.6K +$8.48K +535 New
GWSA
163
Global Wealth Strategies & Associates
Colorado
$5.92K
CP
164
Castleview Partners
Texas
$4.1K
AA
165
Ancora Advisors
Ohio
$1.97K
HI
166
Harbour Investments
Wisconsin
$1.97K
LF
167
Lee Financial
Texas
$1.7K +$1.36K +86 New
IA
168
IFP Advisors
Florida
$1.06K +$682 +43 New
AF
169
Allworth Financial
California
$986
DSC
170
Duncker Streett & Co
Missouri
$986
BIA
171
Bell Investment Advisors
California
$513 -$174 -11 -30%
FWM
172
Focused Wealth Management
New York
$394
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$252 +$34.9K +2,200 +21%
WP
174
Warburg Pincus
New York
-$88M -7,080,641 Closed
ACA
175
Abdiel Capital Advisors
New York
-$41.7M -3,354,802 Closed

IOT Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q1 2023, worth a combined $2.91B — up 87% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IOT positions and 30 closed out — a net gain of 20 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $298M. The largest seller was General Catalyst Group Management, cutting an estimated $222M.

  • 174 institutional investors held Samsara (IOT) as of Q1 2023, up from 155 in Q4 2022.
  • Funds reported $2.91B of Samsara stock for Q1 2023, up 87% quarter-over-quarter.
  • 50 funds opened new Samsara positions in Q1 2023 and 30 closed out, a net change of +20 holders.
  • The largest Samsara buyer in Q1 2023 was Baillie Gifford & Co, an estimated $298M added.
  • The largest Samsara seller in Q1 2023 was General Catalyst Group Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2023.