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cbdMD
YCBD

41 hedge funds and large institutions have $11.4M invested in cbdMD in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

17% more funds holding

Funds holding: 35 → 41 (+6)

0% more ownership

Funds ownership: 0.03% → 0.03% (+0%)

28% less capital invested

Capital invested by funds: $15.8M → $11.4M (-$4.41M)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$518K
2
Northern Trust
Northern Trust
Illinois
+$402K
3
Goldman Sachs
Goldman Sachs
New York
+$332K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$178K
5
PPA
Parametric Portfolio Associates
Washington
+$130K

Top Sellers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
-$798K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$399K
3
GAG
GM Advisory Group
New York
-$148K
4
N
Nuveen
North Carolina
-$141K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$35.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$13K +$3.21K +2 +29%
GWM
27
Geneos Wealth Management
Colorado
$12K +$14.4K +9 New
Deutsche Bank
28
Deutsche Bank
Germany
$10K -$8.02K -5 -38%
AG
29
Advisor Group
Arizona
$9K -$798K -498 -99%
SO
30
STRS Ohio
Ohio
$9K – – –
ASN
31
Advisory Services Network
Georgia
$6K – – –
Legal & General Group
32
Legal & General Group
United Kingdom
$6K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$6K +$3.21K +2 +67%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$5K +$4.81K +3 New
GSWM
35
Golden State Wealth Management
California
$3K -$1.6K -1 -33%
AIP
36
Ameritas Investment Partners
Nebraska
$3K – – –
NFG
37
Next Financial Group
Texas
$3K +$3.21K +2 New
HR
38
Howe & Rusling
New York
$2K – – –
UBS Group
39
UBS Group
Switzerland
$2K +$1.6K +1 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.82K – – –
Citigroup
41
Citigroup
New York
$1K -$9.62K -6 -86%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
– -$399K -188 Closed
GAG
43
GM Advisory Group
New York
– -$148K -69 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$11K -5 Closed
1
2

YCBD Hedge Fund Activity: Q3 2019 in Review

41 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q3 2019, worth a combined $11.4M — down 28% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YCBD positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $518K. The largest seller was Advisor Group, cutting an estimated $798K.

  • 41 institutional investors held cbdMD (YCBD) as of Q3 2019, up from 35 in Q2 2019.
  • Funds reported $11.4M of cbdMD stock for Q3 2019, down 28% quarter-over-quarter.
  • 9 funds opened new cbdMD positions in Q3 2019 and 3 closed out, a net change of +6 holders.
  • The largest cbdMD buyer in Q3 2019 was BlackRock, an estimated $518K added.
  • The largest cbdMD seller in Q3 2019 was Advisor Group, an estimated $798K sold.

Based on aggregated 13F filings for Q3 2019.