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SOBR Safe
SOBR

17 hedge funds and large institutions have $1.1M invested in SOBR Safe in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

0% more ownership

Funds ownership: 0% → 0% (+0%)

6% less funds holding

Funds holding: 18 → 17 (-1)

31% less capital invested

Capital invested by funds: $1.6M → $1.1M (-$501K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$129K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30.3K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$20.7K
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.2K
5
XT
XTX Topco
Cayman Islands
+$3.19K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$124K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.19K
3
Morgan Stanley
Morgan Stanley
New York
-$1.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$490K +$30.3K +19 +5%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$126K +$20.7K +13 +14%
SPIA
3
Steward Partners Investment Advisory
New York
$97.8K +$129K +81 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$89.9K -$3.19K -2 -3%
BlackRock
5
BlackRock
New York
$62.4K – – –
KPWS
6
Kestra Private Wealth Services
Texas
$36.2K – – –
WP
7
Westmount Partners
California
$32.6K – – –
FFS
8
Founders Financial Securities
Maryland
$28.8K – – –
State Street
9
State Street
Massachusetts
$27.2K – – –
SW
10
SkyOak Wealth
Michigan
$26.9K – – –
Northern Trust
11
Northern Trust
Illinois
$20.3K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$19.4K +$11.2K +7 +78%
XT
13
XTX Topco
Cayman Islands
$17.8K +$3.19K +2 +15%
WANY
14
Wealthspire Advisors (New York)
New York
$16.3K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$6.29K +$1.6K +1 +25%
NFSG
16
Newbridge Financial Services Group
Florida
$2.2K – – –
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SIS
18
Sound Income Strategies
Florida
$772 – – –
Wells Fargo
19
Wells Fargo
California
$125 – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
– -$124K -66 Closed
Morgan Stanley
21
Morgan Stanley
New York
– -$1.53K -1 Closed

SOBR Hedge Fund Activity: Q3 2023 in Review

17 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SOBR Safe (SOBR) for Q3 2023, worth a combined $1.1M — down 31% from $1.6M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SOBR and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $129K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $124K sold.

  • 17 institutional investors held SOBR Safe (SOBR) as of Q3 2023, down from 18 in Q2 2023.
  • Funds reported $1.1M of SOBR Safe stock for Q3 2023, down 31% quarter-over-quarter.
  • 1 fund opened new SOBR Safe positions in Q3 2023 and 2 closed out, a net change of -1 holder.
  • The largest SOBR Safe buyer in Q3 2023 was Steward Partners Investment Advisory, an estimated $129K added.
  • The largest SOBR Safe seller in Q3 2023 was Commonwealth Equity Services, an estimated $124K sold.

Based on aggregated 13F filings for Q3 2023.