Bed Bath & Beyond
BBBY
213 hedge funds and large institutions have $598M invested in Bed Bath & Beyond in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 35 closing their positions.
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
4.74% more ownership
Funds ownership: 69.56% → 74.3% (+4.7%)
2% more funds holding
Funds holding: 208 → 213 (+5)
7% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 67
15% less capital invested
Capital invested by funds: $702M → $598M (-$104M)
44% less call options, than puts
Call options by funds: $24.1M | Put options by funds: $43.3M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$10.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$6.68M |
| 3 |
RA
Royce & Associates
New York
|
+$6.04M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.67M |
| 5 |
Jane Street
New York
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Simcoe Capital Management
New York
|
-$11.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.24M |
| 3 |
Two Sigma Investments
New York
|
-$3.19M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.18M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$2.71M |
BBBY Hedge Fund Activity: Q4 2022 in Review
213 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bed Bath & Beyond (BBBY) for Q4 2022, worth a combined $598M — down 15% from $702M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BBBY positions and 35 closed out — a net gain of 9 holders — while 72 added to existing stakes and 67 trimmed.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $10.1M. The largest seller was Simcoe Capital Management, cutting an estimated $11.2M.
- 213 institutional investors held Bed Bath & Beyond (BBBY) as of Q4 2022, up from 208 in Q3 2022.
- Funds reported $598M of Bed Bath & Beyond stock for Q4 2022, down 15% quarter-over-quarter.
- 44 funds opened new Bed Bath & Beyond positions in Q4 2022 and 35 closed out, a net change of +9 holders.
- The largest Bed Bath & Beyond buyer in Q4 2022 was Adage Capital Partners, an estimated $10.1M added.
- The largest Bed Bath & Beyond seller in Q4 2022 was Simcoe Capital Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2022.