We are live on ! Find out more
YCBD icon

cbdMD
YCBD

43 hedge funds and large institutions have $1.63M invested in cbdMD in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $14K | Put options by funds: $3K

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

0% less ownership

Funds ownership: 0.04% → 0.03% (-0%)

7% less funds holding

Funds holding: 46 → 43 (-3)

8% less capital invested

Capital invested by funds: $1.77M → $1.63M (-$140K)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
8
Closed
7
Calls
$14K
Puts
$3K
Net Calls
+$11K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
MC
Merlin Capital
Rhode Island
+$84.4K
2
Citadel Advisors
Citadel Advisors
Florida
+$25K
3
TSS
Two Sigma Securities
New York
+$17.4K
4
CL
Choreo LLC
Illinois
+$14K
5
VF
Virtu Financial
New York
+$4.33K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$125K
2
BCM
Bridgeway Capital Management
Texas
-$61K
3
ECM
ExodusPoint Capital Management
New York
-$32K
4
Jane Street
Jane Street
New York
-$19K
5
Verition Fund Management
Verition Fund Management
Connecticut
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$3K +$403 +4 +11%
EGM
27
Engineers Gate Manager
New York
$2.52K – – –
ANTB
28
AMG National Trust Bank
Colorado
$2.5K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2K +$705 +7 +41%
Osaic Holdings
30
Osaic Holdings
Arizona
$1K -$101 -1 -6%
NFSG
31
Newbridge Financial Services Group
Florida
$817 – – –
Morgan Stanley
32
Morgan Stanley
New York
$738 -$101 -1 -10%
MIM
33
Macroview Investment Management
Maryland
$693 – – –
HWA
34
HHM Wealth Advisors
Tennessee
$681 – – –
AF
35
Allworth Financial
California
$568 – – –
FFA
36
Farther Finance Advisors
California
$414 +$503 +5 New
CP
37
Castleview Partners
Texas
$227 – – –
TCWA
38
Ten Capital Wealth Advisors
Washington
$227 +$101 +1 +50%
ASN
39
Advisory Services Network
Georgia
$227 +$302 +3 New
UBS Group
40
UBS Group
Switzerland
$115 -$3.73K -37 -97%
Wells Fargo
41
Wells Fargo
California
$62 – – –
Barclays
42
Barclays
United Kingdom
$23 – – –
NA
43
NewEdge Advisors
Louisiana
$1 +$101 +1 New
Ameriprise
44
Ameriprise
Minnesota
– -$125K -1,538 Closed
BCM
45
Bridgeway Capital Management
Texas
– -$61K -751 Closed
ECM
46
ExodusPoint Capital Management
New York
– -$32K -399 Closed
Jane Street
47
Jane Street
New York
– -$19K -233 Closed
Verition Fund Management
48
Verition Fund Management
Connecticut
– -$4K -49 Closed
SG
49
StoneX Group
New York
– -$3.06K -38 Closed
FCCM
50
First City Capital Management
Georgia
– -$2K -29 Closed
1
2

YCBD Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q4 2022, worth a combined $1.63M — down 7.9% from $1.77M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of YCBD and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was Merlin Capital, adding an estimated $84.4K. The largest seller was Ameriprise, exiting entirely with an estimated $125K sold.

  • 43 institutional investors held cbdMD (YCBD) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $1.63M of cbdMD stock for Q4 2022, down 7.9% quarter-over-quarter.
  • 5 funds opened new cbdMD positions in Q4 2022 and 7 closed out, a net change of -2 holders.
  • The largest cbdMD buyer in Q4 2022 was Merlin Capital, an estimated $84.4K added.
  • The largest cbdMD seller in Q4 2022 was Ameriprise, an estimated $125K sold.

Based on aggregated 13F filings for Q4 2022.