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SmartRent
SMRT

78 hedge funds and large institutions have $478M invested in SmartRent in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $98K | Put options by funds: $14K

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

11% more funds holding

Funds holding: 70 → 78 (+8)

6.85% more ownership

Funds ownership: 41.82% → 48.68% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

39% less capital invested

Capital invested by funds: $787M → $478M (-$309M)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
22
Reduced
15
Closed
18
Calls
$98K
Puts
$14K
Net Calls
+$84K
Net Calls Change
-$293K

Top Buyers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
+$49.4M
2
LPC
Long Pond Capital
New York
+$32M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.3M
4
SCGM
Starwood Capital Group Management
Florida
+$21.6M
5
OCM
Oaktree Capital Management
California
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
AAM
ACK Asset Management
Connecticut
-$14.1M
2
LCG
Luxor Capital Group
New York
-$13.2M
3
BCP
Bayberry Capital Partners
New York
-$12.6M
4
BAMCO Inc
BAMCO Inc
New York
-$8.72M
5
DCP
Diameter Capital Partners
New York
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$998K +$1.42M +197,198 New
UBS Group
27
UBS Group
Switzerland
$961K -$41.7K -5,793 -3%
CSS
28
Cubist Systematic Strategies
Connecticut
$945K +$477K +66,154 +55%
ECM
29
ExodusPoint Capital Management
New York
$922K +$1.04M +145,054 +390%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$911K +$617K +85,689 +91%
Northern Trust
31
Northern Trust
Illinois
$780K -$20.3K -2,819 -2%
Citadel Advisors
32
Citadel Advisors
Florida
$733K +$700K +97,123 +204%
Jane Street
33
Jane Street
New York
$671K +$956K +132,635 New
AACA
34
American Assets Capital Advisers
California
$657K +$935K +129,825 New
Bank of America
35
Bank of America
North Carolina
$571K +$811K +112,573 +50,938%
Squarepoint
36
Squarepoint
New York
$522K +$744K +103,204 New
Renaissance Technologies
37
Renaissance Technologies
New York
$511K +$503K +69,800 +224%
CF
38
CNA Financial
Illinois
$474K – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$444K -$138K -19,160 -18%
Marshall Wace
40
Marshall Wace
United Kingdom
$426K +$428K +59,426 +238%
Goldman Sachs
41
Goldman Sachs
New York
$343K -$7.98K -1,108 -2%
GCP
42
GSA Capital Partners
United Kingdom
$299K +$425K +59,056 New
AFM
43
Anson Funds Management
Texas
$293K +$418K +58,000 New
JP Morgan Chase
44
JP Morgan Chase
New York
$248K +$17.8K +2,466 +5%
HighTower Advisors
45
HighTower Advisors
Illinois
$215K +$306K +42,500 New
Citigroup
46
Citigroup
New York
$175K +$249K +34,517 New
PP
47
Paloma Partners
Connecticut
$157K +$223K +31,010 New
TCBWMS
48
Texas Capital Bank Wealth Management Services
Texas
$128K – – –
CWS
49
Cypress Wealth Services
California
$95K – – –
YIH
50
Y-Intercept (HK)
Hong Kong
$90K +$128K +17,769 New
1
2
3 4

SMRT Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SmartRent (SMRT) for Q1 2022, worth a combined $478M — down 39% from $787M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SMRT positions and 18 closed out — a net gain of 8 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $49.4M. The largest seller was ACK Asset Management, exiting entirely with an estimated $14.1M sold.

  • 78 institutional investors held SmartRent (SMRT) as of Q1 2022, up from 70 in Q4 2021.
  • Funds reported $478M of SmartRent stock for Q1 2022, down 39% quarter-over-quarter.
  • 26 funds opened new SmartRent positions in Q1 2022 and 18 closed out, a net change of +8 holders.
  • The largest SmartRent buyer in Q1 2022 was Vulcan Value Partners, an estimated $49.4M added.
  • The largest SmartRent seller in Q1 2022 was ACK Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2022.