We are live on ! Find out more
YCBD icon

cbdMD
YCBD

19 hedge funds and large institutions have $101K invested in cbdMD in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% less ownership

Funds ownership: 0.92% → 0.45% (-0.48%)

21% less funds holding

Funds holding: 24 → 19 (-5)

55% less capital invested

Capital invested by funds: $227K → $101K (-$125K)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$11.2K
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.61K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$234

Top Sellers

Rank Fund Capital Flow
1
AI
AXS Investments
New York
-$94.9K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.9K
3
PCM
Penserra Capital Management
California
-$12K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$4.03K
5
VF
Virtu Financial
New York
-$2.63K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$33K +$3.61K +587 +15%
VF
2
Virtu Financial
New York
$19K -$2.63K -428 -15%
UBS Group
3
UBS Group
Switzerland
$13.5K +$11.2K +1,817 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.1K – – –
BlackRock
5
BlackRock
New York
$10.8K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.7K – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1K -$732 -119 -55%
Bank of America
8
Bank of America
North Carolina
$455 – – –
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$279 +$234 +38 New
HI
10
Harbour Investments
Wisconsin
$148 – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$104 -$6 -1 -7%
Morgan Stanley
12
Morgan Stanley
New York
$69 -$62 -10 -53%
HWA
13
HHM Wealth Advisors
Tennessee
$63 – – –
NFSG
14
Newbridge Financial Services Group
Florida
$60 – – –
FFA
15
Farther Finance Advisors
California
$36 – – –
MIM
16
Macroview Investment Management
Maryland
$29 – – –
Wells Fargo
17
Wells Fargo
California
$16 – – –
RIL
18
Rothschild Investment LLC
Illinois
$11 – – –
NA
19
NewEdge Advisors
Louisiana
$5 – – –
AI
20
AXS Investments
New York
– -$94.9K -11,401 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -$17.9K -2,152 Closed
PCM
22
Penserra Capital Management
California
– -$12K -1,528 Closed
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
– -$4.03K -485 Closed
ASN
24
Advisory Services Network
Georgia
– -$24 -3 Closed
CP
25
Castleview Partners
Texas
– -$24 -3 Closed
1
2

YCBD Hedge Fund Activity: Q1 2024 in Review

19 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in cbdMD (YCBD) for Q1 2024, worth a combined $101K — down 55% from $227K a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of YCBD and 2 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 1 added.

The largest buyer was UBS Group, opening a new position worth an estimated $11.2K. The largest seller was AXS Investments, exiting entirely with an estimated $94.9K sold.

  • 19 institutional investors held cbdMD (YCBD) as of Q1 2024, down from 24 in Q4 2023.
  • Funds reported $101K of cbdMD stock for Q1 2024, down 55% quarter-over-quarter.
  • 2 funds opened new cbdMD positions in Q1 2024 and 7 closed out, a net change of -5 holders.
  • The largest cbdMD buyer in Q1 2024 was UBS Group, an estimated $11.2K added.
  • The largest cbdMD seller in Q1 2024 was AXS Investments, an estimated $94.9K sold.

Based on aggregated 13F filings for Q1 2024.