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SmartRent

114 hedge funds and large institutions have $427M invested in SmartRent in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

65% more capital invested

Capital invested by funds: $258M → $427M (+$169M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more funds holding

Funds holding: 103114 (+11)

5.13% more ownership

Funds ownership: 50.76%55.89% (+5.1%)

60% less call options, than puts

Call options by funds: $38K | Put options by funds: $94K

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
48
Reduced
21
Closed
11
Calls
$38K
Puts
$94K
Net Calls
-$56K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$70M +$13.3M +4,358,207 +31%
BlackRock
2
BlackRock
New York
$51.7M +$14.6M +4,779,264 +55%
VVP
3
Vulcan Value Partners
Alabama
$40.6M -$9.73M -3,182,683 -23%
Citigroup
4
Citigroup
New York
$31.6M -$4.39M -1,436,300 -15%
OCM
5
Oaktree Capital Management
California
$28.7M
AAM
6
ACK Asset Management
Connecticut
$22.6M
State Street
7
State Street
Massachusetts
$16.3M +$2.03M +664,723 +19%
OWIM
8
Old West Investment Management
California
$14.1M +$144K +47,117 +1%
TM
9
Tikvah Management
North Carolina
$12.8M +$2.03M +665,919 +25%
LBIM
10
Land & Buildings Investment Management
Connecticut
$12.2M +$275K +89,916 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.6M +$2.26M +740,776 +32%
SCGM
12
Starwood Capital Group Management
Florida
$11.5M
KL
13
KIM LLC
Kansas
$10.2M
BAMCO Inc
14
BAMCO Inc
New York
$8.54M
BDAM
15
Blue Door Asset Management
Connecticut
$7.6M +$244K +80,000 +4%
Millennium Management
16
Millennium Management
New York
$7.1M +$3.43M +1,122,998 +154%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$6.4M -$3.07M -1,003,145 -38%
Northern Trust
18
Northern Trust
Illinois
$5.93M +$1.19M +389,250 +34%
Charles Schwab
19
Charles Schwab
California
$4.1M +$470K +153,797 +17%
BC
20
Beaconlight Capital
New York
$3.74M +$1.18M +385,022 +65%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$3.49M -$11.9K -3,900 -0.4%
WCP
22
Waterfront Capital Partners
New York
$3.13M +$2.5M +816,720 New
RA
23
Royce & Associates
New York
$2.65M +$2.11M +691,310 New
UBS Group
24
UBS Group
Switzerland
$2.42M +$567K +185,480 +42%
ACI
25
Amazon.com Inc
Washington
$2.4M

SMRT Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SmartRent (SMRT) for Q2 2023, worth a combined $427M — up 65% from $258M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMRT positions and 11 closed out — a net gain of 11 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $14.6M. The largest seller was Vulcan Value Partners, cutting an estimated $9.73M.

  • 114 institutional investors held SmartRent (SMRT) as of Q2 2023, up from 103 in Q1 2023.
  • Funds reported $427M of SmartRent stock for Q2 2023, up 65% quarter-over-quarter.
  • 22 funds opened new SmartRent positions in Q2 2023 and 11 closed out, a net change of +11 holders.
  • The largest SmartRent buyer in Q2 2023 was BlackRock, an estimated $14.6M added.
  • The largest SmartRent seller in Q2 2023 was Vulcan Value Partners, an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2023.