SBDS

Solo Brands, Inc.

90 hedge funds and large institutions have $89.9M invested in Solo Brands, Inc. in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
30
Reduced
23
Closed
15
Calls
$202K
Puts
$245K
Net Calls
-$43K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$1.51K +$1.51K +1,072 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$1.41K
AIP
78
Ameritas Investment Partners
Nebraska
$1.28K
AB
79
Amalgamated Bank
New York
$1K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1K +$556 +328 +125%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$674 +$674 +478 New
SIS
82
Strategic Investment Solutions
Illinois
$423
CPA
83
Capital Performance Advisors
California
$416 +$416 +295 New
EWA
84
EverSource Wealth Advisors
Alabama
$375
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$302 +$183 +130 +155%
SJIM
86
St. Johns Investment Management
Florida
$282
Osaic Holdings
87
Osaic Holdings
Arizona
$281
AAP
88
Arax Advisory Partners
Colorado
$118
SCM
89
Sterling Capital Management
North Carolina
$73 +$73 +52 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$1 +$1 +1 New
Boston Partners
91
Boston Partners
Massachusetts
-$4.65M -2,007,359 Closed
CIM
92
Cambria Investment Management
California
-$398K -174,660 Closed
PAM
93
Panagora Asset Management
Massachusetts
-$254K -111,582 Closed
Nuveen Asset Management
94
Nuveen Asset Management
Illinois
-$125K -54,818 Closed
LIG
95
Lokken Investment Group
Delaware
-$114K -50,000 Closed
OSAM
96
O'Shaughnessy Asset Management
Connecticut
-$66.7K -29,274 Closed
Two Sigma Advisers
97
Two Sigma Advisers
New York
-$49.4K -21,680 Closed
Principal Financial Group
98
Principal Financial Group
Iowa
-$48.8K -21,405 Closed
DAS
99
Dynamic Advisor Solutions
Arizona
-$43K -18,865 Closed
RWM
100
Ritholtz Wealth Management
New York
-$32.1K -14,097 Closed