Bed Bath & Beyond
BBBY
232 hedge funds and large institutions have $816M invested in Bed Bath & Beyond in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 52 closing their positions.
52% more call options, than puts
Call options by funds: $54.9M | Put options by funds: $36.1M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 65
8% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 52
4% less funds holding
Funds holding: 242 → 232 (-10)
8.82% less ownership
Funds ownership: 85.67% → 76.86% (-8.8%)
45% less capital invested
Capital invested by funds: $1.48B → $816M (-$666M)
Top Buyers
| 1 |
SCM
Simcoe Capital Management
New York
|
+$34.6M |
| 2 |
Renaissance Technologies
New York
|
+$12.2M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$11M |
| 4 |
Millennium Management
New York
|
+$9.84M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$9.48M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$36.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$35.4M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$35.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.1M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$13.1M |
BBBY Hedge Fund Activity: Q2 2022 in Review
232 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bed Bath & Beyond (BBBY) for Q2 2022, worth a combined $816M — down 45% from $1.48B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of BBBY and 48 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 93 added.
The largest buyer was Simcoe Capital Management, adding an estimated $34.6M. The largest seller was Morgan Stanley, cutting an estimated $36.1M.
- 232 institutional investors held Bed Bath & Beyond (BBBY) as of Q2 2022, down from 242 in Q1 2022.
- Funds reported $816M of Bed Bath & Beyond stock for Q2 2022, down 45% quarter-over-quarter.
- 48 funds opened new Bed Bath & Beyond positions in Q2 2022 and 52 closed out, a net change of -4 holders.
- The largest Bed Bath & Beyond buyer in Q2 2022 was Simcoe Capital Management, an estimated $34.6M added.
- The largest Bed Bath & Beyond seller in Q2 2022 was Morgan Stanley, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2022.