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SBEA Merger Sub LLC

SBEADelisted Feb 9, 2022
Industry
Blank Checks
SEC CIK
0001836707

SBEA Merger Sub LLC was delisted on Feb 9, 2022; its insiders filed their last Form 4 on Feb 9, 2022; 107 institutions reported holding it in 13F filings for Q4 2021, worth $281.9M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in SBEA Merger Sub LLC as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

SBEA is no longer listed, so this page shows Q4 2021. 13F filings for later quarters list far fewer holders.

Institutional holders
107
+44 vs. Q3 2021
Shares held
27.8M
+4.98M (+21.9%) vs. Q3 2021
Total value
$281.9M
+$59.0M (+26.5%) vs. Q3 2021
New holders
75
13 more added
Sold out
31
18 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SBEA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 107 institutions
Q1 2021: 0 institutionsQ2 2021: 50 institutionsQ3 2021: 63 institutionsQ4 2021: 107 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 1 institutionQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $281.9M
Q1 2021: $0Q2 2021: $173.0MQ3 2021: $222.9MQ4 2021: $281.9MQ1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SBEA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20231$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 2021107$281.9M
Q3 202163$222.9M
Q2 202150$173.0M
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding SBEA Merger Sub LLC; share changes are against Q3 2021.

Institutions holding SBEA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Toth Financial Advisory Corp10$00.00%+10New
Bedel Financial Consulting, Inc.1$00.00%+1New
Group One Trading, L.P.100$1.00K0.00%+100New
CWM, LLC100$1.00K0.00%+100New
Dixon Hughes Goodman Wealth Advisors LLC65$1.00K0.00%+65New
James Investment Research Inc250$3.00K0.00%+250New
Tradition Wealth Management, LLC275$3.00K0.00%+275New
Winch Advisory Services, LLC500$5.00K0.00%+500New
Schubert & Co500$5.00K0.01%+500New
Patriot Financial Group Insurance Agency, LLC780$8.00K0.00%+780New
Equitec Proprietary Markets, LLC900$9.00K0.00%+900New
Amplius Wealth Advisors, LLC975$9.00K0.00%+975New
Harbour Investments, Inc.1,000$10.0K0.00%+1,000New
Focused Wealth Management, Inc1,200$12.0K0.00%+1,200New
Tower Research Capital LLC (TRC)1,356$13.0K0.00%+1,356New
TCI Wealth Advisors, Inc.1,490$15.0K0.00%+1,490New
Wolff Wiese Magana LLC3,000$30.0K0.02%+3,000New
Penserra Capital Management LLC3,192$32.0K0.00%+3,192New
Condor Capital Management3,852$39.0K0.00%+3,852New
Koshinski Asset Management, Inc.4,823$49.0K0.00%+4,823New
Wells Fargo & Company5,000$51.0K0.00%+5,000New
Morgan Stanley6,956$71.0K0.00%+6,862+7,300.0%Added
Price T Rowe Associates Inc10,137$103.0K0.00%+10,137New
Commonwealth Equity Services, LLC10,211$103.0K0.00%+10,211New
Danda Trouve Investment Management, Inc.10,652$108.0K0.12%+10,652New
Shay Capital LLC12,500$127.0K0.05%+12,500New
CSS LLC15,341$156.0K0.01%+15,341New
Schonfeld Strategic Advisors LLC15,463$157.0K0.00%+15,463New
National Bank of Canada16,574$168.0K0.00%+16,574New
Gilder Gagnon Howe & Co LLC17,211$175.0K0.00%+17,211New
Advisor Group Holdings, Inc.18,212$185.0K0.00%+18,212New
Ancora Advisors, LLC18,600$189.0K0.00%−10,000−35.0%Reduced
Neuberger Berman Group LLC18,740$197.0K0.00%−203,035−91.5%Reduced
Arkadios Wealth Advisors20,434$207.0K0.03%+20,434New
Captrust Financial Advisors23,232$236.0K0.00%+23,133+23,366.7%Added
First Foundation Advisors25,000$254.0K0.01%+25,000New
MYDA Advisors LLC25,000$254.0K0.08%+25,000New
Wealthsource Partners, LLC26,292$267.0K0.02%+26,292New
UBS Group AG28,371$288.0K0.00%+28,371New
Levin Capital Strategies, L.P.30,000$305.0K0.03%+30,000New
Royal Bank of Canada31,730$322.0K0.00%+31,730New
Marathon Trading Investment Management LLC35,100$356.0K0.15%+35,100New
Sound Point Capital Management, LP40,000$406.0K2.11%+40,000New
HRT Financial LP42,806$434.0K0.00%+42,806New
Gillson Capital LP43,010$437.0K0.03%−137,054−76.1%Reduced
LPL Financial LLC44,584$453.0K0.00%+44,584New
Aj Wealth Strategies, LLC46,523$472.0K0.02%+46,523New
Whitebox Advisors LLC46,800$475.0K0.01%−78,200−62.6%Reduced
Philadelphia Trust Co50,700$515.0K0.04%+50,700New
Berkley W R Corp72,665$738.0K0.04%−61,956−46.0%Reduced
Sculptor Capital LP75,000$761.0K0.01%−592,056−88.8%Reduced
CenterBook Partners LP75,302$764.0K0.45%+75,302New
FNY Investment Advisers, LLC79,422$806.0K0.44%+79,422New
P Schoenfeld Asset Management LP99,609$1.01M0.05%+99,609New
Oasis Management Co Ltd.100,000$1.01M0.18%+100,000New
Prelude Capital Management, LLC102,597$1.04M0.05%+92,597+926.0%Added
Nomura Holdings Inc109,195$1.11M0.01%−890,805−89.1%Reduced
Athos Capital Ltd110,000$1.12M0.39%+110,000New
Susquehanna International Group, LLP111,632$1.13M0.00%+111,632New
Magnetar Financial LLC112,622$1.14M0.01%+102,249+985.7%Added
Woodard & Co Asset Management Group Inc116,103$1.18M0.56%+116,103New
Bluefin Capital Management, LLC119,829$1.22M0.10%+119,829New
SkyView Investment Advisors, LLC123,440$1.32M0.30%+123,440New
Sage Mountain Advisors LLC132,924$1.35M0.16%+132,924New
Linden Advisors LP150,000$1.52M0.01%−150,000−50.0%Reduced
Ghisallo Capital Management LLC150,000$1.52M0.08%−150,000−50.0%Reduced
Alpine Global Management, LLC159,434$1.62M0.24%+159,434New
Saba Capital Management, L.P.159,928$1.62M0.03%−50,000−23.8%Reduced
Bulldog Investors, LLP182,949$1.86M0.50%+182,949New
Goldman Sachs Group Inc200,011$2.03M0.00%−343,875−63.2%Reduced
Tenor Capital Management Co., L.P.200,000$2.03M0.04%+75,089+60.1%Added
LH Capital Markets, LLC200,000$2.03M0.92%+200,000New
Spring Creek Capital LLC225,000$2.28M0.09%00.0%Unchanged
Citigroup Inc250,000$2.54M0.00%+250,000New
Berry Street Capital Management LLP250,000$2.54M0.49%+250,000New
UBS Oconnor LLC257,896$2.62M0.03%−392,104−60.3%Reduced
Jane Street Group, LLC260,973$2.65M0.01%+260,973New
Deutsche Bank AG300,000$3.04M0.00%−198,757−39.9%Reduced
Governors Lane LP300,000$3.04M0.22%+300,000New
Weiss Asset Management LP319,889$3.25M0.08%+119,889+59.9%Added
Cowen and Company, LLC325,000$3.30M0.31%+325,000New
Healthcare of Ontario Pension Plan Trust Fund349,998$3.55M0.01%+349,998New
Taconic Capital Advisors LP450,000$4.57M0.16%−50,000−10.0%Reduced
Bank of America Corp490,189$4.97M0.00%+140,200+40.1%Added
Schechter Investment Advisors, LLC493,396$5.01M0.45%+493,396New
BlueCrest Capital Management Ltd499,998$5.08M0.29%+499,998New
Bank of Montreal530,000$5.36M0.00%+530,000New
Wealthspring Capital LLC532,549$5.41M1.16%+532,549New
Diameter Capital Partners LP575,000$5.84M0.54%+575,000New
Alyeska Investment Group, L.P.600,002$6.09M0.07%+500,000+500.0%Added
Antara Capital LP600,000$6.09M0.59%+600,000New
HBK Investments L P700,000$7.11M0.15%+700,000New
Stormborn Capital Management, LLC700,000$7.11M2.63%+700,000New
D. E. Shaw & Co., Inc.750,000$7.61M0.01%+476,869+174.6%Added
Point72 Asset Management, L.P.784,000$7.96M0.04%+784,000New
JPMorgan Chase & Co803,044$8.15M0.00%+514,979+178.8%Added
TIG Advisors, LLC823,905$8.36M0.42%+823,905New
Millennium Management LLC864,763$8.78M0.01%+532,428+160.2%Added
Citadel Advisors LLC865,765$8.79M0.01%−468,141−35.1%Reduced
Capstone Investment Advisors, LLC969,056$9.84M0.16%+969,056New