SOBR Safe
SOBR
21 hedge funds and large institutions have $386K invested in SOBR Safe in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more funds holding
Funds holding: 20 → 21 (+1)
0% more ownership
Funds ownership: 0% → 0% (+0%)
9% less capital invested
Capital invested by funds: $426K → $386K (-$39.7K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$31.6K |
| 2 |
Renaissance Technologies
New York
|
+$14.3K |
| 3 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$7.15K |
| 4 |
SW
SkyOak Wealth
Southfield,
Michigan
|
+$5.37K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$31.6K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$9.02K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.77K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2K |
| 5 |
BlackRock
New York
|
-$1.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -5 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$8 | – | – |
|
SOBR Hedge Fund Activity: Q1 2024 in Review
21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SOBR Safe (SOBR) for Q1 2024, worth a combined $386K — down 9.3% from $426K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SOBR positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $31.6K. The largest seller was Steward Partners Investment Advisory, cutting an estimated $31.6K.
- 21 institutional investors held SOBR Safe (SOBR) as of Q1 2024, up from 20 in Q4 2023.
- Funds reported $386K of SOBR Safe stock for Q1 2024, down 9.3% quarter-over-quarter.
- 3 funds opened new SOBR Safe positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest SOBR Safe buyer in Q1 2024 was PNC Financial Services Group, an estimated $31.6K added.
- The largest SOBR Safe seller in Q1 2024 was Steward Partners Investment Advisory, an estimated $31.6K sold.
Based on aggregated 13F filings for Q1 2024.