Bed Bath & Beyond
BBBY
242 hedge funds and large institutions have $1.48B invested in Bed Bath & Beyond in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 74 reducing their positions, and 54 closing their positions.
53% more call options, than puts
Call options by funds: $87.5M | Put options by funds: $57.3M
36% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 74
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.88% less ownership
Funds ownership: 87.55% → 85.67% (-1.9%)
5% less funds holding
Funds holding: 256 → 242 (-14)
22% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 54
27% less capital invested
Capital invested by funds: $2.02B → $1.48B (-$537M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Simcoe Capital Management
New York
|
+$68.9M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$14.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$9.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$44.2M |
| 3 |
Renaissance Technologies
New York
|
-$14.7M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$11.2M |
| 5 |
ARAM
Ardmore Road Asset Management
New York
|
-$10.6M |
BBBY Hedge Fund Activity: Q1 2022 in Review
242 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bed Bath & Beyond (BBBY) for Q1 2022, worth a combined $1.48B — down 27% from $2.02B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of BBBY and 42 opened new positions — a net loss of 12 holders — while 74 trimmed existing stakes and 101 added.
The largest buyer was Simcoe Capital Management, opening a new position worth an estimated $68.9M. The largest seller was Fidelity Investments, cutting an estimated $64.5M.
- 242 institutional investors held Bed Bath & Beyond (BBBY) as of Q1 2022, down from 256 in Q4 2021.
- Funds reported $1.48B of Bed Bath & Beyond stock for Q1 2022, down 27% quarter-over-quarter.
- 42 funds opened new Bed Bath & Beyond positions in Q1 2022 and 54 closed out, a net change of -12 holders.
- The largest Bed Bath & Beyond buyer in Q1 2022 was Simcoe Capital Management, an estimated $68.9M added.
- The largest Bed Bath & Beyond seller in Q1 2022 was Fidelity Investments, an estimated $64.5M sold.
Based on aggregated 13F filings for Q1 2022.