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YCBD

24 hedge funds and large institutions have $227K invested in cbdMD in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

51% more capital invested

Capital invested by funds: $150K → $227K (+$76.6K)

20% more funds holding

Funds holding: 20 → 24 (+4)

0.29% more ownership

Funds ownership: 0.63% → 0.92% (+0.29%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AXS Investments
New York
+$21.2K
2
VF
Virtu Financial
New York
+$18.4K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.5K
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.46K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$2.98K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.22K
2
UBS Group
UBS Group
Switzerland
-$105
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$1
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
AXS Investments
New York
$94.9K +$21.2K +3,378 +42%
Renaissance Technologies
2
Renaissance Technologies
New York
$33K +$3.46K +550 +16%
VF
3
Virtu Financial
New York
$24K +$18.4K +2,921 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.9K +$13.5K +2,152 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.6K – – –
BlackRock
6
BlackRock
New York
$12.1K – – –
PCM
7
Penserra Capital Management
California
$12K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12K – – –
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$4.03K +$2.98K +475 +4,750%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2K -$2.22K -354 -62%
Bank of America
11
Bank of America
North Carolina
$509 – – –
HI
12
Harbour Investments
Wisconsin
$165 – – –
Morgan Stanley
13
Morgan Stanley
New York
$156 +$63 +10 +111%
Osaic Holdings
14
Osaic Holdings
Arizona
$121 +$88 +14 +1,400%
HWA
15
HHM Wealth Advisors
Tennessee
$70 – – –
NFSG
16
Newbridge Financial Services Group
Florida
$68 – – –
FFA
17
Farther Finance Advisors
California
$44 – – –
MIM
18
Macroview Investment Management
Maryland
$33 +$25 +4 New
CP
19
Castleview Partners
Texas
$24 – – –
ASN
20
Advisory Services Network
Georgia
$24 +$19 +3 New
Wells Fargo
21
Wells Fargo
California
$17 – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$12 – – –
RIL
23
Rothschild Investment LLC
Illinois
$12 +$13 +2 New
NA
24
NewEdge Advisors
Louisiana
$5 – – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1 – – –
1
2

YCBD Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q4 2023, worth a combined $227K — up 51% from $150K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new YCBD positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was AXS Investments, adding an estimated $21.2K. The largest seller was Royal Bank of Canada, cutting an estimated $2.22K.

  • 24 institutional investors held cbdMD (YCBD) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $227K of cbdMD stock for Q4 2023, up 51% quarter-over-quarter.
  • 5 funds opened new cbdMD positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest cbdMD buyer in Q4 2023 was AXS Investments, an estimated $21.2K added.
  • The largest cbdMD seller in Q4 2023 was Royal Bank of Canada, an estimated $2.22K sold.

Based on aggregated 13F filings for Q4 2023.