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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$3K – – –
S
77
SignatureFD
Georgia
$3K +$3.6K +500 New
WOC
78
West Oak Capital
California
$1K – – –
BCP
79
Bayberry Capital Partners
New York
– -$12.6M -1,305,000 Closed
AAM
80
ACK Asset Management
Connecticut
– -$14.1M -1,253,600 Closed
WCM
81
Woodson Capital Management
Connecticut
– -$8.04M -830,420 Closed
CHP
82
Castle Hook Partners
New York
– -$6.78M -700,000 Closed
CCM
83
Crestwood Capital Management
New York
– -$6.57M -678,653 Closed
CC
84
Conversant Capital
New Jersey
– -$4.11M -424,151 Closed
6CM
85
683 Capital Management
New York
– -$1.45M -150,000 Closed
LP
86
LMR Partners
United Kingdom
– -$716K -73,998 Closed
TSW
87
Thompson Siegel & Walmsley
Virginia
– -$279K -28,800 Closed
LPL Financial
88
LPL Financial
California
– -$175K -18,075 Closed
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
– -$124K -12,799 Closed
IIA
90
IPG Investment Advisors
California
– -$117K -12,000 Closed
MFS
91
Mirabella Financial Services
United Kingdom
– -$105K -10,888 Closed
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
– -$101K -10,479 Closed
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
– -$39K -4,000 Closed
CG
94
Cutler Group
California
– -$33K -3,494 Closed
PA
95
Parallel Advisors
California
– -$10K -1,000 Closed
SOW
96
State of Wyoming
Wyoming
– -$3K -285 Closed
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.