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52 hedge funds and large institutions have $6.47M invested in cbdMD in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

13% more funds holding

Funds holding: 4652 (+6)

0% more ownership

Funds ownership: 0.03%0.04% (+0%)

12% less capital invested

Capital invested by funds: $7.34M → $6.47M (-$875K)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.36M +$581K +1,474 +57%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21M +$786K +1,993 +122%
ZCA
3
Zeke Capital Advisors
Pennsylvania
$651K +$767K +1,944 New
AI
4
AdvisorShares Investments
Maryland
$378K +$37.5K +95 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$360K +$251K +636 +144%
Northern Trust
6
Northern Trust
Illinois
$327K +$243K +617 +173%
State Street
7
State Street
Massachusetts
$317K +$198K +502 +113%
Millennium Management
8
Millennium Management
New York
$312K +$367K +931 New
LWM
9
Lionsbridge Wealth Management
Florida
$279K +$164K +417 +100%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$277K +$327K +830 New
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$202K -$136K -345 -36%
PCM
12
Penserra Capital Management
California
$128K +$118K +300 +353%
Deutsche Bank
13
Deutsche Bank
Germany
$89K +$102K +258 +2,580%
Charles Schwab
14
Charles Schwab
California
$65K +$54.4K +138 +251%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$64K +$47.3K +120 +171%
JP Morgan Chase
16
JP Morgan Chase
New York
$55K +$61.5K +156 +1,733%
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$45K +$37.5K +95 +238%
EWA
18
EP Wealth Advisors
California
$33K
SIM
19
Spark Investment Management
New York
$28K +$10.3K +26 +43%
Goldman Sachs
20
Goldman Sachs
New York
$28K +$21.7K +55 +190%
PAM
21
PVG Asset Management
Colorado
$25.5K +$30K +76 New
Wells Fargo
22
Wells Fargo
California
$22K
AIG
23
American International Group
New York
$18K +$13.8K +35 +194%
BCM
24
Bridgeway Capital Management
Texas
$17K -$92.3K -234 -82%
UBS Group
25
UBS Group
Switzerland
$17K +$3.55K +9 +20%

YCBD Hedge Fund Activity: Q1 2020 in Review

52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q1 2020, worth a combined $6.47M — down 12% from $7.34M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YCBD positions and 4 closed out — a net gain of 8 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $786K. The largest seller was Mirae Asset Global Investments, cutting an estimated $136K.

  • 52 institutional investors held cbdMD (YCBD) as of Q1 2020, up from 46 in Q4 2019.
  • Funds reported $6.47M of cbdMD stock for Q1 2020, down 12% quarter-over-quarter.
  • 12 funds opened new cbdMD positions in Q1 2020 and 4 closed out, a net change of +8 holders.
  • The largest cbdMD buyer in Q1 2020 was Vanguard Group, an estimated $786K added.
  • The largest cbdMD seller in Q1 2020 was Mirae Asset Global Investments, an estimated $136K sold.

Based on aggregated 13F filings for Q1 2020.