SOBR Safe
SOBR
20 hedge funds and large institutions have $426K invested in SOBR Safe in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
18% more funds holding
Funds holding: 17 → 20 (+3)
0% less ownership
Funds ownership: 0% → 0% (-0%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
61% less capital invested
Capital invested by funds: $1.1M → $426K (-$676K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$13.6K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.84K |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$7.57K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.81K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$89.9K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$20.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.6K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$2.27K |
| 5 |
BlackRock
New York
|
-$757 |
SOBR Hedge Fund Activity: Q4 2023 in Review
20 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SOBR Safe (SOBR) for Q4 2023, worth a combined $426K — down 61% from $1.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SOBR positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $13.6K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $89.9K sold.
- 20 institutional investors held SOBR Safe (SOBR) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $426K of SOBR Safe stock for Q4 2023, down 61% quarter-over-quarter.
- 4 funds opened new SOBR Safe positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest SOBR Safe buyer in Q4 2023 was Stifel Financial, an estimated $13.6K added.
- The largest SOBR Safe seller in Q4 2023 was Bank of New York Mellon, an estimated $89.9K sold.
Based on aggregated 13F filings for Q4 2023.