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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
FWIA
201
Fort Washington Investment Advisors
Ohio
$876K
RFM
202
Royal Fund Management
Florida
$876K -$3.64M -89,700 -83%
JWS
203
Juncture Wealth Strategies
Arizona
$834K +$411K +10,133 +141%
OQS
204
Occudo Quantitative Strategies
Florida
$826K +$696K +17,173 New
KIA
205
Knollwood Investment Advisory
Maryland
$784K
EWA
206
Elevate Wealth Advisory
Georgia
$782K +$55.5K +1,369 +9%
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$760K +$73K +1,800 +13%
PWM
208
Perigon Wealth Management
California
$737K +$3.2K +79 +0.5%
MGIA
209
Moneta Group Investment Advisors
Missouri
$736K +$620K +15,291 New
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$722K
SPC
211
Sigma Planning Corp
Michigan
$716K -$162K -4,006 -21%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$712K -$47.8K -1,179 -7%
Connor, Clark & Lunn Investment Management (CC&L)
213
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$697K +$587K +14,477 New
CWM
214
Concentrum Wealth Management
California
$693K -$15.2K -375 -3%
FAM
215
Fred Alger Management
New York
$692K +$442K +10,915 +314%
CPBTD
216
Central Pacific Bank - Trust Division
Hawaii
$692K +$525K +12,960 +913%
SMDAM
217
Sumitomo Mitsui DS Asset Management
Japan
$690K
Nordea Investment Management
218
Nordea Investment Management
Sweden
$686K
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$663K -$79.4K -1,958 -12%
PFG
220
Prosperity Financial Group
California
$653K -$16.3K -402 -3%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$652K -$93.1K -2,298 -15%
IIM
222
INTECH Investment Management
Florida
$644K +$542K +13,374 New
Prudential Financial
223
Prudential Financial
New Jersey
$633K +$533K +13,146 New
LCGC
224
Legacy Capital Group California
California
$632K -$2.07K -51 -0.4%
P
225
Pitcairn
Pennsylvania
$627K +$190K +4,682 +56%

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.