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cbdMD
YCBD

43 hedge funds and large institutions have $1.41M invested in cbdMD in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 43 → 43 (0)

0% less ownership

Funds ownership: 0.03% → 0.03% (-0%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

14% less capital invested

Capital invested by funds: $1.63M → $1.41M (-$226K)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
43
Holders Change
–
Holders Change %
0%
% 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
7
Reduced
7
Closed
5
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$12K

Top Buyers

Rank Fund Capital Flow
1
AI
AXS Investments
New York
+$499K
2
Millennium Management
Millennium Management
New York
+$46.9K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$38.7K
4
Jane Street
Jane Street
New York
+$37.4K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$22.4K

Top Sellers

Rank Fund Capital Flow
1
MC
Merlin Capital
Rhode Island
-$257K
2
SL
Sentinus LLC
Illinois
-$194K
3
Citadel Advisors
Citadel Advisors
Florida
-$36.2K
4
BlackRock
BlackRock
New York
-$31.6K
5
Group One Trading
Group One Trading
Illinois
-$27.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
26
Engineers Gate Manager
New York
$2.17K – – –
ANTB
27
AMG National Trust Bank
Colorado
$2.15K – – –
RWS
28
Resolute Wealth Strategies
Mississippi
$1.95K +$2.6K +28 New
Osaic Holdings
29
Osaic Holdings
Arizona
$1.03K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1K +$93 +1 +4%
NFSG
31
Newbridge Financial Services Group
Florida
$702 – – –
Morgan Stanley
32
Morgan Stanley
New York
$634 – – –
MIM
33
Macroview Investment Management
Maryland
$595 – – –
HWA
34
HHM Wealth Advisors
Tennessee
$585 – – –
AF
35
Allworth Financial
California
$488 – – –
TCWA
36
Ten Capital Wealth Advisors
Washington
$390 +$278 +3 +100%
FFA
37
Farther Finance Advisors
California
$356 – – –
ASN
38
Advisory Services Network
Georgia
$195 – – –
CP
39
Castleview Partners
Texas
$195 – – –
UBS Group
40
UBS Group
Switzerland
$98 – – –
Wells Fargo
41
Wells Fargo
California
$56 – – –
NA
42
NewEdge Advisors
Louisiana
$39 – – –
Barclays
43
Barclays
United Kingdom
$20 – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2 – – –
MC
45
Merlin Capital
Rhode Island
– -$257K -3,147 Closed
SL
46
Sentinus LLC
Illinois
– -$194K -2,369 Closed
Prudential Financial
47
Prudential Financial
New Jersey
– -$8.63K -106 Closed
MFG
48
Merit Financial Group
Georgia
– -$3.88K -48 Closed
Simplex Trading
49
Simplex Trading
Illinois
– +$185 +2 New
1
2

YCBD Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q1 2023, worth a combined $1.41M — down 14% from $1.63M a quarter earlier.

Fund positioning in YCBD was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was AXS Investments, opening a new position worth an estimated $499K. The largest seller was Merlin Capital, exiting entirely with an estimated $257K sold.

  • 43 institutional investors held cbdMD (YCBD) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $1.41M of cbdMD stock for Q1 2023, down 14% quarter-over-quarter.
  • 5 funds opened new cbdMD positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest cbdMD buyer in Q1 2023 was AXS Investments, an estimated $499K added.
  • The largest cbdMD seller in Q1 2023 was Merlin Capital, an estimated $257K sold.

Based on aggregated 13F filings for Q1 2023.