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SmartRent
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97 hedge funds and large institutions have $488M invested in SmartRent in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

24% more funds holding

Funds holding: 78 → 97 (+19)

6.45% more ownership

Funds ownership: 48.68% → 55.13% (+6.5%)

2% more capital invested

Capital invested by funds: $478M → $488M (+$9.84M)

Holders
97
Holders Change
+19
Holders Change %
+24.36%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
47
Increased
22
Reduced
14
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$22.5M
2
State Street
State Street
Massachusetts
+$12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$9.12M
4
LPC
Long Pond Capital
New York
+$8.47M
5
LBIM
Land & Buildings Investment Management
Connecticut
+$7.93M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$8.89M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$6.87M
3
DCP
Diameter Capital Partners
New York
-$4.05M
4
GF
Greenhouse Funds
Maryland
-$3.67M
5
LCG
Luxor Capital Group
New York
-$3.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCVI
1
Bain Capital Venture Investors
Massachusetts
$98.2M -$1.26M -250,000 -1%
VVP
2
Vulcan Value Partners
Alabama
$75.7M +$4.22M +836,478 +5%
SGMPI
3
Spark Growth Management Partners II
Massachusetts
$53M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$42M +$9.12M +1,806,396 +24%
BlackRock
5
BlackRock
New York
$35.3M +$22.5M +4,465,396 +133%
LPC
6
Long Pond Capital
New York
$33.6M +$8.47M +1,678,028 +29%
BAMCO Inc
7
BAMCO Inc
New York
$24.6M -$8.89M -1,761,399 -24%
OCM
8
Oaktree Capital Management
California
$13.6M +$7.25M +1,435,760 +91%
SCGM
9
Starwood Capital Group Management
Florida
$13.6M – – –
KL
10
KIM LLC
Kansas
$12.3M +$12.5M +2,469,813 New
State Street
11
State Street
Massachusetts
$12.1M +$12M +2,378,079 +795%
WCP
12
Waterfront Capital Partners
New York
$9.25M +$5.77M +1,142,837 +126%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.88M +$4.81M +952,017 +120%
TM
14
Tikvah Management
North Carolina
$7.88M – – –
LBIM
15
Land & Buildings Investment Management
Connecticut
$7.1M +$7.93M +1,570,225 New
OWIM
16
Old West Investment Management
California
$4.89M +$5.46M +1,081,905 New
Northern Trust
17
Northern Trust
Illinois
$4.59M +$4.35M +862,254 +559%
Charles Schwab
18
Charles Schwab
California
$3.17M +$1.28M +253,609 +57%
ACI
19
Amazon.com Inc
Washington
$2.83M – – –
Neuberger Berman Group
20
Neuberger Berman Group
New York
$2.58M – – –
Blackstone Inc
21
Blackstone Inc
New York
$2.26M – – –
LCG
22
Luxor Capital Group
New York
$2.07M -$3.32M -657,427 -59%
BDAM
23
Blue Door Asset Management
Connecticut
$1.99M +$2.22M +440,500 New
N
24
Nuveen
North Carolina
$1.58M +$1.76M +348,807 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.31M +$1.02M +202,985 +231%
1
2 3 4 5

SMRT Hedge Fund Activity: Q2 2022 in Review

97 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SmartRent (SMRT) for Q2 2022, worth a combined $488M — up 2.1% from $478M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMRT positions and 28 closed out — a net gain of 19 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $22.5M. The largest seller was BAMCO Inc, cutting an estimated $8.89M.

  • 97 institutional investors held SmartRent (SMRT) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $488M of SmartRent stock for Q2 2022, up 2.1% quarter-over-quarter.
  • 47 funds opened new SmartRent positions in Q2 2022 and 28 closed out, a net change of +19 holders.
  • The largest SmartRent buyer in Q2 2022 was BlackRock, an estimated $22.5M added.
  • The largest SmartRent seller in Q2 2022 was BAMCO Inc, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2022.