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20 hedge funds and large institutions have $150K invested in cbdMD in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0.03% more ownership

Funds ownership: 0.6%0.63% (+0.03%)

0% more funds holding

Funds holding: 2020 (0)

22% less capital invested

Capital invested by funds: $193K → $150K (-$42.7K)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
AXS Investments
New York
$66.4K +$34.5K +3,367 +72%
Renaissance Technologies
2
Renaissance Technologies
New York
$28K +$7.3K +713 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.5K -$461 -45 -3%
BlackRock
4
BlackRock
New York
$12.1K
PCM
5
Penserra Capital Management
California
$12K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.9K +$14.7K +1,440 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5K +$5.76K +563 +9,383%
Bank of America
8
Bank of America
North Carolina
$506
HI
9
Harbour Investments
Wisconsin
$165
UBS Group
10
UBS Group
Switzerland
$105 +$113 +11 +550%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$81 +$102 +10 New
Morgan Stanley
12
Morgan Stanley
New York
$77
HWA
13
HHM Wealth Advisors
Tennessee
$70
NFSG
14
Newbridge Financial Services Group
Florida
$67
FFA
15
Farther Finance Advisors
California
$43
CP
16
Castleview Partners
Texas
$24
Fidelity Investments
17
Fidelity Investments
Massachusetts
$17 +$20 +2 New
Wells Fargo
18
Wells Fargo
California
$16
Osaic Holdings
19
Osaic Holdings
Arizona
$5 -$143 -14 -93%
NA
20
NewEdge Advisors
Louisiana
$5
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$1
AI
22
AdvisorShares Investments
Maryland
-$23.3K -2,082 Closed
MIM
23
Macroview Investment Management
Maryland
-$44 -4 Closed
Barclays
24
Barclays
United Kingdom
-$4
CWM
25
CarsonAllaria Wealth Management
Illinois
-$4

YCBD Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q3 2023, worth a combined $150K — down 22% from $193K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new YCBD positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.

The largest buyer was AXS Investments, adding an estimated $34.5K. The largest seller was AdvisorShares Investments, exiting entirely with an estimated $23.3K sold.

  • 20 institutional investors held cbdMD (YCBD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $150K of cbdMD stock for Q3 2023, down 22% quarter-over-quarter.
  • 3 funds opened new cbdMD positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest cbdMD buyer in Q3 2023 was AXS Investments, an estimated $34.5K added.
  • The largest cbdMD seller in Q3 2023 was AdvisorShares Investments, an estimated $23.3K sold.

Based on aggregated 13F filings for Q3 2023.