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20 hedge funds and large institutions have $193K invested in cbdMD in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 0.03%0.6% (+0.57%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

53% less funds holding

Funds holding: 4320 (-23)

86% less capital invested

Capital invested by funds: $1.41M → $193K (-$1.21M)

92% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 25

Holders
20
Holders Change
-23
Holders Change %
-53.49%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
6
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
AXS Investments
New York
$52.1K -$19K -725 -13%
SL
2
Sentinus LLC
Illinois
$33.7K +$79K +3,013 New
Renaissance Technologies
3
Renaissance Technologies
New York
$30K +$52.4K +1,999 +307%
AI
4
AdvisorShares Investments
Maryland
$23.3K -$6.53K -249 -11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.8K -$53.7K -2,047 -55%
PCM
6
Penserra Capital Management
California
$17K +$288 +11 +0.7%
BlackRock
7
BlackRock
New York
$16.3K
Bank of America
8
Bank of America
North Carolina
$685
HI
9
Harbour Investments
Wisconsin
$223 +$524 +20 New
Osaic Holdings
10
Osaic Holdings
Arizona
$163
Morgan Stanley
11
Morgan Stanley
New York
$104
HWA
12
HHM Wealth Advisors
Tennessee
$94
NFSG
13
Newbridge Financial Services Group
Florida
$91 -$52 -2 -20%
FFA
14
Farther Finance Advisors
California
$59
MIM
15
Macroview Investment Management
Maryland
$44 -$105 -4 -50%
CP
16
Castleview Partners
Texas
$32
Wells Fargo
17
Wells Fargo
California
$24 +$26 +1 +100%
UBS Group
18
UBS Group
Switzerland
$17 +$26 +1 +100%
NA
19
NewEdge Advisors
Louisiana
$7
Barclays
20
Barclays
United Kingdom
$4
CWM
21
CarsonAllaria Wealth Management
Illinois
$4
Geode Capital Management
22
Geode Capital Management
Massachusetts
-$63.9K -910 Closed
CIM
23
Cambria Investment Management
California
-$52.9K -753 Closed
Millennium Management
24
Millennium Management
New York
-$38K -544 Closed
RJFSA
25
Raymond James Financial Services Advisors
Florida
-$29.3K -417 Closed

YCBD Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q2 2023, worth a combined $193K — down 86% from $1.41M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of YCBD and 2 opened new positions — a net loss of 23 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Sentinus LLC, opening a new position worth an estimated $79K. The largest seller was Geode Capital Management, exiting entirely with an estimated $63.9K sold.

  • 20 institutional investors held cbdMD (YCBD) as of Q2 2023, down from 43 in Q1 2023.
  • Funds reported $193K of cbdMD stock for Q2 2023, down 86% quarter-over-quarter.
  • 2 funds opened new cbdMD positions in Q2 2023 and 25 closed out, a net change of -23 holders.
  • The largest cbdMD buyer in Q2 2023 was Sentinus LLC, an estimated $79K added.
  • The largest cbdMD seller in Q2 2023 was Geode Capital Management, an estimated $63.9K sold.

Based on aggregated 13F filings for Q2 2023.