We are live on ! Find out more
SOBR icon

SOBR Safe

20 hedge funds and large institutions have $1.79M invested in SOBR Safe in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more capital invested

Capital invested by funds: $222K → $1.79M (+$1.57M)

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

18% more funds holding

Funds holding: 1720 (+3)

0% more ownership

Funds ownership: 0%0.01% (+0%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$943K +$717K +363 +1,578%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$188K +$152K +77 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$147K +$43.4K +22 +58%
BlackRock
4
BlackRock
New York
$75.7K
KPWS
5
Kestra Private Wealth Services
Texas
$73.1K +$59.2K +30 New
WP
6
Westmount Partners
California
$65.8K +$53.3K +27 New
FFS
7
Founders Financial Securities
Maryland
$58.1K
State Street
8
State Street
Massachusetts
$54.8K +$23.7K +12 +120%
XT
9
XTX Topco
Cayman Islands
$45.3K +$37.5K +19 New
Northern Trust
10
Northern Trust
Illinois
$41K
WANY
11
Wealthspire Advisors (New York)
New York
$32.9K +$25.7K +13 New
Osaic Holdings
12
Osaic Holdings
Arizona
$22.7K +$15.8K +8 +800%
UBS Group
13
UBS Group
Switzerland
$16.6K +$7.9K +4 +133%
TRCT
14
Tower Research Capital (TRC)
New York
$8K
Morgan Stanley
15
Morgan Stanley
New York
$7.11K
NFSG
16
Newbridge Financial Services Group
Florida
$4.44K -$3.95K -2 -50%
SIS
17
Sound Income Strategies
Florida
$1.56K +$1.97K +1 New
BAM
18
Belpointe Asset Management
Nevada
$1.55K +$1.97K +1 New
FCA
19
Fortis Capital Advisors
Kansas
$1.55K +$1.97K +1 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1K
Wells Fargo
21
Wells Fargo
California
$133
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$126 +$77K +39 +300%
Bank of America
23
Bank of America
North Carolina
$20
MCC
24
Malaga Cove Capital
California
-$17.1K -16 Closed
Two Sigma Investments
25
Two Sigma Investments
New York
-$15.6K -15 Closed

SOBR Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SOBR Safe (SOBR) for Q1 2023, worth a combined $1.79M — up 707% from $222K a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SOBR positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Group, adding an estimated $717K. The largest seller was Malaga Cove Capital, exiting entirely with an estimated $17.1K sold.

  • 20 institutional investors held SOBR Safe (SOBR) as of Q1 2023, up from 17 in Q4 2022.
  • Funds reported $1.79M of SOBR Safe stock for Q1 2023, up 707% quarter-over-quarter.
  • 8 funds opened new SOBR Safe positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest SOBR Safe buyer in Q1 2023 was Vanguard Group, an estimated $717K added.
  • The largest SOBR Safe seller in Q1 2023 was Malaga Cove Capital, an estimated $17.1K sold.

Based on aggregated 13F filings for Q1 2023.