Owlet
OWLT
59 hedge funds and large institutions have $16.3M invested in Owlet in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 7 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 4
167% more call options, than puts
Call options by funds: $8K | Put options by funds: $3K
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
7% more funds holding
Funds holding: 55 → 59 (+4)
0.21% more ownership
Funds ownership: 2.95% → 3.17% (+0.21%)
37% less capital invested
Capital invested by funds: $25.9M → $16.3M (-$9.58M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.1M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$265K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$213K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$169K |
| 5 |
BlackRock
New York
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$615K |
| 2 |
SFG
SVB Financial Group
Dallas,
Texas
|
-$493K |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$65.6K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$50.8K |
| 5 |
ECG
EPIQ Capital Group
San Francisco,
California
|
-$40.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Goldman Sachs
New York
| $3.5K | +$4.57K | +771 | New |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$2.7K | +455 | +235% |
|
|
TFP
53
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $1.9K | – | – | – |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| $945 | -$1.27K | -214 | -51% |
|
55
Group One Trading
Chicago,
Illinois
| $720 | +$942 | +159 | New |
|
|
AIP
56
Ameritas Investment Partners
Lincoln,
Nebraska
| $401 | – | – | – |
|
|
TWD
57
True Wealth Design
Akron,
Ohio
| $325 | – | – | – |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| $32 | – | – | – |
|
|
SFG
59
SVB Financial Group
Dallas,
Texas
| – | -$493K | -62,961 | Closed |
|
|
60
Balyasny Asset Management
Chicago,
Illinois
| – | -$65.6K | -8,385 | Closed |
|
61
Stifel Financial
St. Louis,
Missouri
| – | -$8.76K | -1,119 | Closed |
|
62
Simplex Trading
Chicago,
Illinois
| – | -$640 | -108 | Closed |
|
63
Citadel Advisors
Miami,
Florida
| – | -$184 | -31 | Closed |
|
64
Citigroup
New York
| – | -$73 | -9 | Closed |
|
|
CS
65
Credit Suisse
Zurich,
Switzerland
| – | -$1 | – | – |
|
OWLT Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Owlet (OWLT) for Q1 2023, worth a combined $16.3M — down 37% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OWLT positions and 7 closed out — a net gain of 5 holders — while 26 added to existing stakes and 4 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $1.1M. The largest seller was Allianz Asset Management, cutting an estimated $615K.
- 59 institutional investors held Owlet (OWLT) as of Q1 2023, up from 55 in Q4 2022.
- Funds reported $16.3M of Owlet stock for Q1 2023, down 37% quarter-over-quarter.
- 12 funds opened new Owlet positions in Q1 2023 and 7 closed out, a net change of +5 holders.
- The largest Owlet buyer in Q1 2023 was Cresset Asset Management, an estimated $1.1M added.
- The largest Owlet seller in Q1 2023 was Allianz Asset Management, an estimated $615K sold.
Based on aggregated 13F filings for Q1 2023.