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52 hedge funds and large institutions have $11.1M invested in cbdMD in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $504K | Put options by funds: $194K

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

0% more ownership

Funds ownership: 0.05%0.05% (+0%)

10% less funds holding

Funds holding: 5852 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

47% less capital invested

Capital invested by funds: $21.1M → $11.1M (-$10M)

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
11
Closed
13
Calls
$504K
Puts
$194K
Net Calls
+$310K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$41K -$18K -31 -23%
Goldman Sachs
27
Goldman Sachs
New York
$40K
EGM
28
Engineers Gate Manager
New York
$39K +$16.9K +29 +40%
TSS
29
Two Sigma Securities
New York
$35K +$32K +55 +162%
OQS
30
Occudo Quantitative Strategies
Florida
$28K
Simplex Trading
31
Simplex Trading
Illinois
$28K +$9.3K +16 +29%
AWM
32
Aprio Wealth Management
Georgia
$28K +$41.9K +72 New
VF
33
Virtu Financial
New York
$28K +$42.4K +73 New
IEFM
34
IQ EQ Fund Management
Ireland
$27K +$3.49K +6 +10%
Charles Schwab
35
Charles Schwab
California
$16K
Morgan Stanley
36
Morgan Stanley
New York
$12K -$44.8K -77 -71%
Citadel Advisors
37
Citadel Advisors
Florida
$12K -$11.6K -20 -40%
ECM
38
ExodusPoint Capital Management
New York
$12K +$18.6K +32 New
Deutsche Bank
39
Deutsche Bank
Germany
$10K
TRCT
40
Tower Research Capital (TRC)
New York
$8K +$2.33K +4 +24%
NFSG
41
Newbridge Financial Services Group
Florida
$5K
AF
42
Allworth Financial
California
$3K
MIM
43
Macroview Investment Management
Maryland
$3K
HWA
44
HHM Wealth Advisors
Tennessee
$3K +$2.91K +5 +167%
PP
45
PFS Partners
New Jersey
$2.16K +$3.49K +6 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K -$16.3K -28 -82%
Toronto Dominion Bank
47
Toronto Dominion Bank
Ontario, Canada
$1K -$581 -1 -25%
GWMIA
48
Global Wealth Management Investment Advisory
Florida
$1K +$1.16K +2 New
CP
49
Castleview Partners
Texas
$1K +$1.74K +3 New
UIC
50
Uniplan Investment Counsel
Wisconsin
-$1.54M -2,062 Closed

YCBD Hedge Fund Activity: Q4 2021 in Review

52 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q4 2021, worth a combined $11.1M — down 47% from $21.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YCBD and 7 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 18 added.

The largest buyer was Group One Trading, adding an estimated $377K. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $1.54M sold.

  • 52 institutional investors held cbdMD (YCBD) as of Q4 2021, down from 58 in Q3 2021.
  • Funds reported $11.1M of cbdMD stock for Q4 2021, down 47% quarter-over-quarter.
  • 7 funds opened new cbdMD positions in Q4 2021 and 13 closed out, a net change of -6 holders.
  • The largest cbdMD buyer in Q4 2021 was Group One Trading, an estimated $377K added.
  • The largest cbdMD seller in Q4 2021 was Uniplan Investment Counsel, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2021.