cbdMD
YCBD
46 hedge funds and large institutions have $7.34M invested in cbdMD in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
12% more funds holding
Funds holding: 41 → 46 (+5)
0% more ownership
Funds ownership: 0.03% → 0.03% (+0%)
36% less capital invested
Capital invested by funds: $11.4M → $7.34M (-$4.1M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $19K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$343K |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$116K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$73.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$51.6K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$623K |
| 2 |
Goldman Sachs
New York
|
-$214K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$142K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$115K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$86.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Victory Capital Management
San Antonio,
Texas
| – | -$15K | -10 | Closed |
|
|
GSWM
52
Golden State Wealth Management
Santa Ana,
California
| – | -$3K | -2 | Closed |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| – | -$3K | -2 | Closed |
|
YCBD Hedge Fund Activity: Q4 2019 in Review
46 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q4 2019, worth a combined $7.34M — down 36% from $11.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new YCBD positions and 7 closed out — a net gain of 5 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $343K. The largest seller was Mirae Asset Global Investments, cutting an estimated $623K.
- 46 institutional investors held cbdMD (YCBD) as of Q4 2019, up from 41 in Q3 2019.
- Funds reported $7.34M of cbdMD stock for Q4 2019, down 36% quarter-over-quarter.
- 12 funds opened new cbdMD positions in Q4 2019 and 7 closed out, a net change of +5 holders.
- The largest cbdMD buyer in Q4 2019 was Bridgeway Capital Management, an estimated $343K added.
- The largest cbdMD seller in Q4 2019 was Mirae Asset Global Investments, an estimated $623K sold.
Based on aggregated 13F filings for Q4 2019.